Operations Associate

D.A. Davidson’s Special District Group; Great Falls (MT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical

Dental & Vision

401(k) & ESOP

Holidays & Leave

Pet Insurance

Professional Development

Tuition Reimbursement

Charitable gift-matching

Davidson Day of Giving

Employee Discounts

Job summary

D.A. Davidson Company is seeking an administrative professional to support Operations across multiple departments in a fast-paced environment. The role requires attention to detail, strong organizational skills, and the ability to work independently or as part of a team.

Candidates should have a high school diploma and proficient use of Outlook, Word, and Excel. The position offers competitive pay and comprehensive benefits in our Great Falls, MT office.

Qualifications

• High school diploma required.
• Ability to communicate clearly in writing and verbally.
• Strong organizational and time-management skills.
• Ability to work under pressure and meet deadlines.
• Proficiency with Outlook, Word, and Excel.

Responsibilities

• Support branch associates in Operations.
• Collaborate with multiple departments across Operations.
• Review reports and reconcile outputs from procedures.
• Participate in testing software updates for workflow improvements.
• Process and follow-up on documented procedures.
• Review daily reports for exceptions and take action.
• Perform other duties as assigned.

Skills

Multitasking

Organization

Communication

Time management

Detail orientation

Teamwork

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 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

• 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.