7 jobs found

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 Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.  In your career at PayneWest , you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities. What You'll Be Doing Work...

PayneWest’s Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.  In your career at PayneWest , you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities. What You'll Be Doing Work...

Are you looking for an opportunity to make a difference? At Mesa Labs we’re passionate about protecting the vulnerable by enabling scientific breakthroughs, ensuring product integrity, increasing patient and worker safety, and improving quality of life around the world. The Manager of Revenue that supports our Corporate business has responsibility for providing accurate and timely revenue information to support internal business analyses and external financial reporting, ensure compliance with US GAAP, streamline revenue reporting processes, and provide support to the corporate accounting and FP&A teams as assigned. Key Job Responsibilities: Serve as revenue accounting expert for the Company Establish and maintain formal accounting policies, practices, procedures and process improvements to ensure US GAAP compliance and strong internal controls related to revenue Improve and manage the ERP system revenue recognition process over multiple US and...