D.A. Davidson

Operations Associate - Margin Cashier

D.A. Davidson

1 day ago
Great Falls, MT
Onsite
Full Time
Junior
0 applicants
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D.A. Davidson
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About this role

A clerical and administrative role supporting the operations of the Margin Department at D.A. Davidson, involving processing transactions, maintaining records, and ensuring compliance with company policies. The position requires strong communication, organizational, and technical skills to contribute to the efficiency of the department.

Skills

Qualifications

High School Diploma
D.A. Davidson

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.

About D.A. Davidson

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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