D.A. Davidson
Great Falls, MT, USA
This position supports the trading and operational functions of the Mutual Funds and UIT departments.
Experience and Skills
Qualifications: * Accuracy, organization, attention to detail * Ability to communicate with outside agents and branch offices - both verbally and in writing * Ability to work both independently and as a member of a team * Accurate ten key * Ability to understand accounting processes * computer proficiency: knowledge of Word, Excel, Outlook * Good follow up skills * Flexible - willingness to learn the functioning of the department and handle any task given * Office experience or customer service experience helpful * 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...