Shareholder Voting & Asset Operations Associate

Make Choteau Home; Great Falls (MT); Presencial; USD 38.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company 401(k) and ESOP contribution

Paid holidays

Professional Development Opportunities

Discounted personal insurance

Descripción de la vacante

D.A. Davidson Companies is seeking a detail‑oriented administrative professional to manage shareholder voting processes for accounts.

You will ensure accurate ballot processing, maintain voting records, and handle prospectus mailings with care across managed accounts. The role requires a high school diploma or equivalent office experience, strong Excel skills, and the ability to work under pressure while maintaining confidentiality in a team environment.

Formación

• High school diploma required or three years related office experience.
• Strong computer skills with emphasis on Excel.
• Attention to detail and accuracy.
• Ability to prioritize and multitask.
• Ability to work under pressure.
• Ability to work independently and as part of a team.
• Professional interaction with employees and vendors.
• Follow policies and protect client confidentiality and data security.
• Clear, service-oriented communication; professional language and grammar.
• Interact with both external and internal clients to accomplish tasks.

Responsabilidades

• Daily voting maintenance including updating accounts and ballots.
• Maintain records of all ballots and oversee prospectus mailings for mutual funds.
• Provide backup for data reconciliation clerk as needed.
• Perform other duties as assigned.

Conocimientos

Attention to detail

Multitasking

Team player

Professional communication

Customer service

Educación

High school diploma

Herramientas

Microsoft Excel

Descripción del empleo

D.A. Davidson Companies is seeking a detail‑oriented administrative professional to manage shareholder voting processes for accounts.

You will ensure accurate ballot processing, maintain voting records, and handle prospectus mailings with care across managed accounts. The role requires a high school diploma or equivalent office experience, strong Excel skills, and the ability to work under pressure while maintaining confidentiality in a team environment.