4 jobs found in great falls

Summary/Function: Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Experience and Skills Qualifications: * High school diploma or three years related office experience. * Strong written and verbal communication skills. * Strong attention to detail. * Strong customer service skills. * Working knowledge of general accounting principles. * Math skills * Ability to operate a PC, calculator and scanner. * Familiar with Microsoft Outlook, Word and Excel. * Follow policies and procedures. Maintain client confidentiality. * Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information. * Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work...

Summary/Function: Perform various D.A. Davidson Companies and D.A. Davidson & Co. accounting and financial analysis, functions and projects to ensure the accurate and timely recording and reporting of financial information and regulatory compliance. Experience and Skills Qualifications: * Bachelor’s degree in accounting or finance or a minimum of 5- 7 years of relative professional experience. * Extensive knowledge of generally accepted accounting principles and FINRA and SEC rules and regulations pertaining to financial reporting * Successful completion of the FINRA Operations Professional Exam (Series 99). * Strong analytical and decision-making skills, attention to detail and organizational skills. * Strong oral and written communications and human relation skills. * Excellence in business writing. * Ability to create policy and procurement documents. * Ability to govern intercompany agreements as it relates to revenue and expense sharing. *...

PayneWest’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. As an Account Manager, you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with our clients. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward. We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be a PayneWest professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.   ...