Provide account administration support for managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Requirements
- 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.
Benefits
- Medical
- Dental
- 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
