D.A. Davidson

Job Description 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...

Job Description Summary/Function: Reconcile various trade, position and money transactions and process daily deliveries and settlements and stock loan/borrowing transactions to ensure the accurate and timely posting and processing of security and money trade information in compliance with industry regulations and department policies and procedures. The Clearance and Settlement Specialist is responsible for trade reconciliation, processing daily security deliveries and trade settlements, reconciling security and money transactions and facilitating the stock loan/borrowing process. This position must be familiar with securities industry rules and regulations pertaining to the position’s various job functions. Experience and Skills Qualifications * 0-2 years’ experience with securities clearing and settlement processes or comparable work experience * Basic knowledge or willing to learn securities clearing, option settlement procedures,...

Job Description D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. This position will be responsible for performing tasks assigned for various departments in Operations. This role requires organization, accuracy, and attention to detail. Experience and Skills Qualifications: * Computer proficiency: knowledge of...