Shareholder Voting & Managed Assets Associate

D.A. Davidson’s Special District Group; Great Falls (MT); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Company 401(k) and ESOP contribution

Generous sick, vacation, and parental/

Paid holidays

Professional development opportunities

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson Companies is seeking a detail-oriented administrator to manage the shareholder voting process and related record-keeping for managed accounts.

This role supports voting maintenance, election-related inquiries, and ensures confidentiality and compliance across all activities. Ideal candidates bring strong Excel skills, reliability, and the ability to work under pressure while collaborating with internal teams and external vendors.

Qualifications

• High school diploma required or equivalent office experience.
• Proficient with Microsoft Excel and other office software.
• Attention to detail and accuracy essential.
• Ability to prioritize and multi-task effectively.
• Ability to work under pressure while meeting deadlines.
• Team player with professional communication.

Responsibilities

• Daily voting maintenance including adding/deleting accounts and recording ballots.
• Administer voting requests and retention for managed accounts.
• Provide backup for Data Reconciliation Clerk as needed.
• Perform any other duties as assigned.

Skills

High school diploma

Office experience

Excel proficiency

Attention to detail

Prioritization

Multi-tasking

Work under pressure

Team collaboration

Professional communication

Data confidentiality

Policy compliance

Attendance reliability

Education

High school diploma or equivalent

Tools

Microsoft Excel

General computer software

Job description

D.A. Davidson Companies is seeking a detail-oriented administrator to manage the shareholder voting process and related record-keeping for managed accounts.

This role supports voting maintenance, election-related inquiries, and ensures confidentiality and compliance across all activities. Ideal candidates bring strong Excel skills, reliability, and the ability to work under pressure while collaborating with internal teams and external vendors.