Securities Transfers Coordinator

D.A. Davidson Companies; Great Falls (MT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) & ESOP

Paid holidays

Tuition reimbursement

Professional development

Community giving

Job summary

D.A. Davidson Companies is seeking a detail-oriented accounts transfer specialist to support the transfer of client accounts. This role processes incoming and outgoing transfers, reviews documentation, and coordinates with branch teams to ensure accuracy and timely completion.

The position requires independent work and teamwork, strong communication, and proficiency with Outlook, Word, and Excel within a collaborative, client-focused financial services firm.

Qualifications

• High school diploma required.

Responsibilities

• Support branch associates in transferring client accounts.

Skills

Communication

Organization

Attention to detail

Microsoft Outlook

Microsoft Word

Microsoft Excel

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

D.A. Davidson Companies is seeking a detail-oriented accounts transfer specialist to support the transfer of client accounts. This role processes incoming and outgoing transfers, reviews documentation, and coordinates with branch teams to ensure accuracy and timely completion.

The position requires independent work and teamwork, strong communication, and proficiency with Outlook, Word, and Excel within a collaborative, client-focused financial services firm.