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Shareholder Voting Administrator at D.A. Davidson - ApplyBlast

Shareholder Voting Administrator

D.A. Davidson

17 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 role involves administering the shareholder voting process, managing voting request escalations, and maintaining record retention for managed accounts. The position requires handling daily voting maintenance, including account updates and ballot record-keeping, while providing backup support for data reconciliation tasks. The ideal candidate will ensure accurate and timely administration of shareholder votes in a professional and service-oriented manner.

Responsibilities

Administer shareholder voting process and manage voting request escalations
Maintain daily voting records and supervise prospectus mailings for mutual fund purchases
Provide backup support for Managed Assets Data Reconciliation Clerk as needed

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.