Operations Associate

D.A. Davidson; Great Falls (MT); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental and Vision insurance

401(k) and ESOP contribution

Generous vacation and parental leave

Tuition reimbursement

Discounted personal insurance

Charitable gift-matching program

Parental leave

Pet Insurance

Professional development

Tuition reimbursement

Discounted insurance

Gift matching

Community giving

Job summary

A financial service provider in Great Falls is seeking an assistant for multiple departments. The role requires strong organizational skills, effective communication, and the ability to multitask. Responsibilities include supporting operations, reconciling reports, and collaborating with various departments. The ideal candidate possesses a high school diploma and proficiency in Microsoft Office. This position offers a competitive salary and excellent benefits, including health insurance and professional development opportunities.

Qualifications

• Ability to work under pressure and meet deadlines.
• Office experience or basic accounting knowledge a plus.
• Keen attention for detail and accuracy in work.
• Ability to work under pressure and meet deadlines.
• Proficiency with Microsoft Outlook, Word and Excel.

Responsibilities

• Support branch associates in various aspects of Operations.
• Collaborate effectively with multiple departments.
• Review reports and perform reconciliations.
• Test new software updates for operational improvements.
• Process documented procedures and follow-up actions.
• Review daily reports for exceptions and resolve issues.
• Perform other duties as assigned.

Skills

Organizational skills

Verbal communication

Writing skills

Time management skills

Computer proficiency

Adaptability

Follow-up skills

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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

• High school diploma
• 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 for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.