Operations Associate - IRA Administrator

D.A. Davidson(4 days ago)

Great Falls, MTOnsiteFull TimeJunior$42,000 - $56,000Operations

About this role

An IRA and Cash Management Back-Up Specialist at D.A. Davidson provides cross-functional support within the firm's operations department, serving as a backup resource for IRA and cash management areas. The role contributes to efficient and effective departmental operations and supports client service and compliance within the financial services environment.

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Required Skills

IRA Processing
Cash Management
Accounting Principles
Microsoft Excel
Microsoft Outlook
Microsoft Word
Attention To Detail
Reconciliation
Tax Reporting
ACH Processing

+2 more

Qualifications

High School Diploma
AA in Accounting (Preferred)

About D.A. Davidson

dadavidson.com

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.