Operations Associate - Dividend & Reorganization
D.A. DavidsonGreat Falls, Montana, United States
Posted April 15, 2026
Full Time
About the Company
D.A. Davidson Companies is a diversified financial services firm founded in 1935, offering a range of services including wealth management, investment banking, and capital markets. Known for its personalized approach and employee ownership model, the company leverages its research expertise and extensive network to provide high-impact solutions to clients. With seven distinct business units across the U.S., D.A. Davidson is committed to delivering strong values rooted in tradition and a deep sense of responsibility to its communities.
Job Description
The Dividend and Reorganization Associate identifies newly announced corporate events and notifies Financial Advisors, processes stock and/or funds according to individual elections, and ensures accurate payment activity in customer accounts.
Requirements
- High School diploma or equivalent
- Ability to effectively operate a computer
- Strong computer skills related to Microsoft Outlook, Word and Excel
- Strong organizational skills and attention to detail
- Familiar with department policies and procedures
- Strong communications skills, verbal and written
- Strong customer service skills
- Ability to troubleshoot and resolve problems independently
- Strong math and general accounting skills
Benefits
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving