Operations Associate: Managed Assets Admin & Growth

D.A. Davidson Companies; Great Falls (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

401(k) and ESOP contribution

Generous sick, vacation, and maternity/parental leave

Paid holidays

Professional development opportunities

Tuition reimbursement ($15,000 lifetime cap)

Discounted personal insurance

Charitable gift-matching program

Job summary

A financial services firm is seeking an Operations Associate – Managed Assets Account Administrator in Great Falls, Montana. The role involves providing account administration support, ensuring accurate client information, and maintaining excellent communication. Candidates should have a high school diploma or related experience, strong communication skills, and an understanding of accounting principles. The position offers competitive salary and benefits, including a 401(k) and tuition reimbursement. Join a team dedicated to fostering diversity and community impact.

Qualifications

• High school diploma or three years related office experience required.
• Strong written and verbal communication skills are essential.
• Attention to detail and customer service skills are a must.

Responsibilities

• Process emails and phone calls from branches.
• Open managed asset accounts in appropriate systems.
• Review daily reports and take necessary actions.

Skills

Strong written and verbal communication skills

Strong attention to detail

Strong customer service skills

Working knowledge of general accounting principles

Math skills

Ability to operate a PC, calculator and scanner

Familiar with Microsoft Outlook, Word and Excel

Education

High school diploma or three years related office experience

Job description

A financial services firm is seeking an Operations Associate – Managed Assets Account Administrator in Great Falls, Montana. The role involves providing account administration support, ensuring accurate client information, and maintaining excellent communication. Candidates should have a high school diploma or related experience, strong communication skills, and an understanding of accounting principles. The position offers competitive salary and benefits, including a 401(k) and tuition reimbursement. Join a team dedicated to fostering diversity and community impact.