Public Finance Executive Assistant

D.A. Davidson Companies; Salt Lake City (UT); On-site; USD 103,154,688 - 117,481,728; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP

Paid holidays

Sick and vacation leave

Professional development

Tuition reimbursement

Discounted personal insurance

Charitable gift matching

Community volunteering

Job summary

D.A. Davidson Companies is seeking a dedicated Executive Assistant to provide comprehensive administrative support to a team of public finance bankers in a fast-paced environment.

The role involves meeting coordination, scheduling, document preparation, and ensuring compliance policies are followed. Key duties include calendar maintenance, communications, event planning, and assisting with marketing efforts.

Qualifications

• High attention to detail and accuracy in administrative tasks.
• Able to work in a fast-paced, collaborative environment.
• Strong time management and organizational skills.
• Excellent communication and interpersonal abilities.
• Ability to handle confidential information with good judgment.

Responsibilities

• Coordinate meetings and manage calendars for a team of public finance bankers.
• Prepare and bind documents for presentations and client materials.
• Assist with event planning, travel, and logistics as needed.
• Support compliance-related processes and internal procedures.
• Coordinate underwriting expenses and invoice distribution; process expense reports.
• Contribute to marketing efforts and distribution of campaigns across channels.
• Perform other duties as assigned.

Tools

Outlook

Excel

PowerPoint

Microsoft 365

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

Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities include meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.

Key Responsibilities

• Meeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team
• Communication and Correspondence. Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality. Coordinate internal communications. Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues
• Event Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists
• Marketing. Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns
• Research. Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes
• Document Preparation. Printing and binding documents for various presentations
• Expenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team
• Perform any other duties as assigned

Qualifications

• Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position
• Proven track record of success in a fast-paced and collaborative environment
• A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills
• Time management and organizational expertise, with the ability to prioritize a diverse workload
• Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint
• Ability to multi-task and prioritize job assignments and have solid organizational skills
• Strong communication and interpersonal skills
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations
• Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high‑pressure situations
• Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures
• Ability to work overtime as needed
• This role is 100% in‑office Monday - Friday
• 5+ years of executive administrative work history is preferred

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
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• 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

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.

The potential base pay hiring range for this role is $36.00 - $41.00 per hour. The compensation offered will be determined on a case‑by‑case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.