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Dividend & Reorganization Associate at D.A. Davidson - ApplyBlast

Dividend & Reorganization Associate

D.A. Davidson

5 days ago

3.4 on Glassdoor

Great Falls, Montana, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Dividend and Reorganization Associate identifies and processes mandatory and voluntary corporate events to update client stock records and ensure accurate payment activity. This role involves tracking responses, processing stock and fund elections, and maintaining accurate payment records within customer accounts. The associate also handles reconciliation reports, resolves processing issues, and responds to branch inquiries to support client financial well-being.

Responsibilities

Process dividends and corporate reorganization events for client accounts
Reconcile daily settlement reports and validate security payments
Research and resolve branch inquiries regarding client accounts

Skills

About D.A. Davidson

dadavidson.com

Headquarters

Great Falls, Montana, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.