Operations Associate - Managed Assets Account Administrator

D.A. Davidson(1 month ago)

Great Falls, MTOnsiteFull TimeJunior$41,975 - $57,001 (estimated)Operations

About this role

This role provides administrative support for all managed investment accounts at D.A. Davidson & Co. and Davidson Investment Advisors to ensure accurate and complete client account information. The position involves opening, modifying, and terminating managed accounts across multiple systems while coordinating with branches, overlay providers, and third-party managers. It supports the firm’s client service and operational functions through careful review of account documentation and timely processing of account-related requests. The role is based in Great Falls, MT within a collaborative, service-oriented financial services environment.

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Required Skills

Account Administration
Client Service
Data Entry
Attention To Detail
Written Communication
Verbal Communication
General Accounting
Mathematical Skills
PC Operation
Microsoft Outlook

+13 more

Qualifications

High School Diploma

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.