Proxy Voting & Prospectus Administrator

D.A. Davidson; Great Falls (MT); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity

Paid holidays

Professional Development Opportunities

Discounted personal insurance

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson is seeking an Administrative professional to manage proxy voting processes, voting requests escalation, and reporting to the Proxy Voting Committee.

The role requires meticulous record-keeping, strong Excel skills, and the ability to multitask in a collaborative office environment. Responsibilities include daily proxy maintenance, account updates, and custody of ballots and prospectus mailings.

Qualifications

• High school diploma or three years related office experience.
• Experience with office machines (fax, copier, adding machine, etc.).
• Proficient use of computer programs; experience with Microsoft Excel a necessity.
• Attention to detail and accuracy.
• Ability to prioritize and multi-task.
• Ability to work under pressure.
• Ability to work without supervision yet work as part of a team.
• Ability to interact with employees and outside contacts in a professional and personable manner.

Responsibilities

• Daily proxy maintenance including voting, adding, and deleting accounts and keeping ballot records.
• Provide backup for data reconciliation clerk as needed.
• Perform other duties as assigned.

Skills

Office experience

Excel

Attention to detail

Prioritization

Multi-tasking

Teamwork

Professional communication

Data confidentiality

Attendance reliability

Education

High school diploma

Tools

Microsoft Excel

Job description

D.A. Davidson is seeking an Administrative professional to manage proxy voting processes, voting requests escalation, and reporting to the Proxy Voting Committee.

The role requires meticulous record-keeping, strong Excel skills, and the ability to multitask in a collaborative office environment. Responsibilities include daily proxy maintenance, account updates, and custody of ballots and prospectus mailings.