D.A. Davidson
Great Falls, MT, USA
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...