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IRA and Cash Management Back-Up at D.A. Davidson - ApplyBlast

IRA and Cash Management Back-Up

D.A. Davidson

23 days ago

3.4 on Glassdoor

Great Falls, Montana, United States

Onsite

Full Time

Junior

0 applicants

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About this role

This position provides back-up assistance to the IRA and Cash Management areas within the department to ensure efficient and effective operations. The role involves processing IRA contributions, rollovers, distributions, and tax payments while maintaining compliance with IRS regulations and firm policies. Additionally, the position supports cash management functions and assists HR with ESOP transfers as needed.

Responsibilities

Process IRA contributions, rollovers, conversions, and distributions in compliance with IRS regulations
Post manual deposits, balance general ledger accounts, and reconcile IRA reporting errors
Approve IRA account applications, ACH requests, and assist HR with ESOP transfers

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.