Operations Associate - New Accounts Associate jobs in United States
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D.A. Davidson Equity Capital Markets · 1 month ago

Operations Associate - New Accounts Associate

positionGreat Falls, MT
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

D.A. Davidson Companies is an independent, employee-owned company dedicated to high standards of integrity and ethics. The Operations Associate - New Accounts Associate will be responsible for opening and maintaining client accounts, ensuring accuracy and compliance with firm policies.

Banking
check
Growth Opportunities

Responsibilities

Open and review all account documents and information to contribute to complete and accurate client account information
Identify any problems, notify appropriate personnel and follow through to resolution
Update client accounts and ensure information is changed in all applicable systems and screens
Review daily reports for exceptions and take the necessary action to resolve
Assist branch associates and advisors with document completion and workflow processing
Document and update procedures as necessary or as assigned
Perform any other tasks as assigned

Qualification

Microsoft OutlookMicrosoft WordMicrosoft ExcelWritten communicationVerbal communicationClient confidentialityProfessional languageAttention to detailTime management

Required

High school diploma
Strong written and verbal communication skills
Strong attention to detail
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 responsibilities and objectives
Ability to maintain regular, predictable attendance
Effective at time Management

Benefits

Company 401(k) and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

Company

D.A. Davidson Equity Capital Markets

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D.A.
dateFounded in 2002
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.marlinllc.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-06-14Acquired
Company data provided by crunchbase