Operations Associate: Managed Assets Accounts Admin

D.A. Davidson Companies; Helena (MT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) and ESOP contributions

Generous leave policies

Tuition reimbursement

Charitable gift-matching program

Job summary

A financial services firm located in Helena, Montana is looking for an Operations Associate to provide account administration support for managed accounts. This position entails processing emails and phone calls, opening accounts in various systems, and ensuring accurate client account information. The ideal candidate should possess a high school diploma or equivalent experience, strong communication skills, and attention to detail. The company offers a competitive salary, comprehensive benefits, and professional development opportunities.

Qualifications

• High school diploma or three years related office experience.
• Must have strong written and verbal communication skills.
• Attention to detail is essential.

Responsibilities

• Process emails and phone calls to assist with any issues.
• Open managed asset accounts in various computer systems.
• Review managed account documents to ensure accuracy.

Skills

Strong written and verbal communication skills

Strong attention to detail

Strong customer service skills

Ability to operate a PC, calculator and scanner

Math skills

Education

High school diploma or three years related office experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial services firm located in Helena, Montana is looking for an Operations Associate to provide account administration support for managed accounts. This position entails processing emails and phone calls, opening accounts in various systems, and ensuring accurate client account information. The ideal candidate should possess a high school diploma or equivalent experience, strong communication skills, and attention to detail. The company offers a competitive salary, comprehensive benefits, and professional development opportunities.