Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
60 Da Davidson Desktop Support Jobs Hiring Near You
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
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 ...
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 ...
Investment Banking Associate, Consumer Group
$160K - $170K/yr
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 ...
Investment Banking Associate, Consumer Group
$160K - $170K/yr
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 ...
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 ...
Quick apply
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 ...
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Investment Banking Associate, Diversified Industrials
Boston, MA · On-site
$160K - $190K/yr
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 ...
Quick apply
Investment Banking Associate, Diversified Industrials
Boston, MA · On-site
$160K - $190K/yr
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 ...
Trust Associate
Seattle, WA · On-site
$23 - $27/hr
A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This ...
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Trust Associate
Seattle, WA · On-site
$23 - $27/hr
A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This ...
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Investment Banking Associate, Consumer Group
Irvine, CA · On-site
$160K - $170K/yr
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 ...
Investment Banking Associate, Consumer Group
Irvine, CA · On-site
$160K - $170K/yr
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 ...
Investment Banking Vice President, Diversified Industrials
Washington, DC · On-site
$225K/yr
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 ...
Quick apply
Investment Banking Vice President, Diversified Industrials
Washington, DC · On-site
$225K/yr
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 ...
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:
Operations Associate - Managed Assets Account Administrator
Missoula, MT · On-site
$47K - $63K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Quick apply
Operations Associate - Managed Assets Account Administrator
Missoula, MT · On-site
$47K - $63K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Quick apply
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Quick apply
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Product Delivery- Lead
Davidson, NC · Remote
Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools. • Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson ...
Quick apply
Product Delivery- Lead
Davidson, NC · Remote
Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools. • Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson ...
Operations Associate - Managed Assets Account Administrator
Butte, MT · On-site
$46K - $62K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Quick apply
Operations Associate - Managed Assets Account Administrator
Butte, MT · On-site
$46K - $62K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Operations Associate - Managed Assets Account Administrator
Bozeman, MT · On-site
$48K - $65K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
Quick apply
Operations Associate - Managed Assets Account Administrator
Bozeman, MT · On-site
$48K - $65K/yr
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications ...
D.A. Davidson Jobs Information
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$46K - $63K/yr
Full-time
Medical, Dental, Vision, PTO
Posted 3 days ago
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 account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Qualifications:
High school diploma or three years related office experience.
Strong written and verbal communication skills.
Strong attention to detail.
Strong customer service skills.
Working knowledge of general accounting principles.
Math skills
Ability to operate a PC, calculator and scanner.
Familiar with Microsoft Outlook, Word and Excel.
Follow policies and procedures. Maintain client confidentiality.
Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
Ability to maintain regular, predictable attendance.
Duties:
Process emails and phone calls from the branches to assist with any issues or questions
Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into.
Process Goal Modifications to managed accounts in a variety of systems
Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.
Terminate managed accounts as directed to contribute to effective and efficient account administration.
Review daily reports and take the necessary actions
Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review
Act as a liaison between DA Davidson and various overlay providers or third-party managers
Document and update procedures as necessary or as assigned.
Perform any other tasks 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
Charitable gift-matching program
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. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
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.
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