Strategic Executive Assistant to CEO & CFO

D.A. Davidson; Great Falls (MT); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical, dental and vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity

Paid holidays

Professional development opportunities

Tuition reimbursement ($15,000 lifetim

Discounted personal insurance

Davidson Day of Giving – Our tradition

Job summary

D.A. Davidson Companies, an independent, employee-owned firm with a strong Montana presence, seeks an experienced Executive Assistant to provide comprehensive support to the Chairman & Chief Executive Officer and the Chief Financial Officer.

The role ensures smooth business operations, professional communication, and discreet handling of confidential information. The assistant will manage calendars, travel, expense reports, board communications, and cross-functional collaboration with internal

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.

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 support

Calendar management

Travel arrangements

Communication skills

Confidentiality

Independent work

Attention to detail

Microsoft Office

Cross-functional collaboration

Tools

Travel & expense system

Board materials portal

Job description

D.A. Davidson Companies, an independent, employee-owned firm with a strong Montana presence, seeks an experienced Executive Assistant to provide comprehensive support to the Chairman & Chief Executive Officer and the Chief Financial Officer.

The role ensures smooth business operations, professional communication, and discreet handling of confidential information. The assistant will manage calendars, travel, expense reports, board communications, and cross-functional collaboration with internal