Operations Associate

D.A. Davidson Companies; Great Falls (MT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Paid holidays + generous leave

Pet Insurance

Professional Development Opportunities

Tuition Reimbursement

Insurance discounts

Gift-matching program

Volunteer/Community giving initiatives

Job summary

D.A. Davidson Companies in Great Falls, MT is seeking a detail-oriented Operations Assistant who supports multiple departments, ensuring accurate execution of processes and adherence to deadlines.

You will review reports, participate in software testing, and help with reconciliations, daily exceptions, and process follow-up, contributing to efficient workflows and exceptional client service. The role emphasizes teamwork, independence, and the ability to manage competing priorities in a

Qualifications

• College degree required; strong communication skills expected.
• Excellent organization and time management abilities.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Support branch associates across Operations and departments.
• Review reports and reconcile output from procedures.
• Participate in testing new software updates for workflow efficiency.
• Process and follow up on documented procedures.
• Review daily reports for exceptions and take action.
• Perform other duties as assigned.

Skills

Verbal and written communication

Strong organizational skills

Ability to work under pressure and hit

Follow-up skills

Adaptability to evolving environment

Education

College Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary

This position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member.

Qualifications

• College Degree
• Communicates verbally and in writing in a clear and effective manner.
• Possess good organizational and time management skills.
• Ability to work under pressure and meet deadlines.
• Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel
• Capability to adapt to constantly evolving work environment.
• Possess good follow-up skills.
• Office experience or basic accounting knowledge a plus.

Duties

• Support branch associates in a variety of aspects related to Operations.
• Work effectively with multiple departments throughout Operations.
• Review reports and perform reconciliations of output from set procedures and processes.
• Participate in testing new or potential software updates for operational workflow advancement.
• Process and follow-up on documented process and procedures
• Review daily reports for exceptions and take the necessary action to resolve.
• Perform other duties as assigned.

What we offer

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Paid holidays + Generous sick, vacation, and maternity/parental leave
• Pet Insurance
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration foremploymentor, if hired, may result in my termination of my employment at any time during the period of myemployment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.