Senior Executive Assistant

D.A. Davidson Companies; Great Falls (MT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision

401(k) and ESOP contribution

Paid holidays, sick, vacation and p.m.

Professional development opportunities

Tuition reimbursement

Insurance discounts

Davidson Day of Giving

Job summary

D.A. Davidson Companies in Great Falls, MT seeks an experienced Executive Assistant to provide comprehensive support to the Chairman and CEO, as well as the CFO.

You will manage calendars, travel, expenses, and confidential correspondence while coordinating with Board members and senior leaders. The role requires discretion, flawless communication, and the ability to work independently in a regulated, client-facing environment.

Qualifications

• Minimum of five years’ experience as an executive assistant, preferably in a professional, regulated and client-facing industry
• Excellent interpersonal, written and verbal communication skills
• Sound judgment, initiative and good decision-making and organizational skills
• Ability to work with confidential and sensitive information in an appropriate and professional manner
• Ability to work independently and in higher-pressure situations with no direction
• High attention to detail and drive for accuracy in work product
• Ability to leverage the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and learn new software or systems as needed
• Ability to proactively work and collaborate effectively both within and across teams to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance and work in the office as required for this position
• Ability to travel from time to time, as business needs require, may include shareholders’ meetings, reward trips, leadership meetings, or other Firm events

Responsibilities

• Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks. This may include attending and participating in confidential meetings
• Coordinate and support Executives’ activities, including calendar management, travel arrangements, expense report preparation and review, coordination of internal and external meetings, and communication between the Executives and Board members, senior executives, associates, clients, prospects or recruits
• Establish sufficient working knowledge of the business operations of the Firm, key company personnel and outside contacts
• Follow policies and procedures. Maintain confidentiality
• Compose, edit and review routing and advanced highly confidential correspondence, including letters, memoranda and reports. This may include taking raw text and transforming it into a professional, well-organized document
• Support Board of Directors and other senior management meeting planning, including preparation of materials, event and logistic coordination, communications, and other administrative duties
• Serve as liaison between the Executives and the Firm’s associates. Provide assistance, troubleshoot problems, provide recommendations and input as requested
• Plan, organize and prioritize work to meet deadlines and accomplish tasks within established timeframes
• Assist others within the corporate office and various departments within the company with projects as time allows. Projects may be on-going or short-term
• Support and, as appropriate, lead Great Falls and Firm-centered employee events and activities, including coordination, communication, logistics, and partnership with internal stakeholders
• Perform any other duties as assigned

Skills

Executive assistant experience

Interpersonal skills

Communication skills

Judgment & discretion

Confidential handling

Independent worker

Attention to detail

MS Office proficiency

Travel coordination

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Teams

Travel & expense system

Board materials portal

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/Function

Provide comprehensive administrative support to the Chairman & Chief Executive Officer and the Chief Financial Officer of D.A. Davidson Companies, contributing to efficient and effective business operations. Represents the firm as well as the CEO and CFO with both internal and external parties. Facilitates professional communication with external parties and associates, using sound judgment to determine when escalation is appropriate.

Qualifications

• Minimum of five years’ experience as an executive assistant, preferably in a professional, regulated and client-facing industry
• Excellent interpersonal, written and verbal communication skills
• Sound judgment, initiative and good decision-making and organizational skills
• Ability to work with confidential and sensitive information in an appropriate and professional manner
• Ability to work independently and in higher-pressure situations with no direction
• High attention to detail and drive for accuracy in work product
• Ability to leverage the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and learn new software or systems as needed (e.g. travel & expense system, portal for Board materials)
• Ability to proactively work and collaborate effectively both within and across teams to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance and work in the office as required for this position
• Ability to travel from time to time, as business needs require, may include shareholders’ meetings, reward trips, leadership meetings, or other Firm events

Duties

• Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks. This may include attending and participating in confidential meetings
• Coordinate and support Executives’ activities, including calendar management, travel arrangements, expense report preparation and review, coordination of internal and external meetings, and communication between the Executives and Board members, senior executives, associates, clients, prospects or recruits
• Establish sufficient working knowledge of the business operations of the Firm, key company personnel and outside contacts
• Follow policies and procedures. Maintain confidentiality
• Compose, edit and review routing and advanced highly confidential correspondence, including letters, memoranda and reports. This may include taking raw text and transforming it into a professional, well-organized document
• Support Board of Directors and other senior management meeting planning, including preparation of materials, event and logistic coordination, communications, and other administrative duties
• Serve as liaison between the Executives and the Firm’s associates. Provide assistance, troubleshoot problems, provide recommendations and input as requested
• Plan, organize and prioritize work to meet deadlines and accomplish tasks within established timeframes
• Assist others within the corporate office and various departments within the company with projects as time allows. Projects may be on-going or short-term
• Support and, as appropriate, lead Great Falls and Firm-centered employee events and activities, including coordination, communication, logistics, and partnership with internal stakeholders
• Perform any other duties as assigned

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
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!

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.

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.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.