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D.A. Davidson Companies · 17 hours ago

Staff Aide

Bozeman, MT

Full-time

Onsite

New Grad, Entry Level

D.A. Davidson Companies is an independent, employee-owned company dedicated to delivering outstanding service to clients and strengthening local communities. The part-time Staff Aide will assist with front desk duties, including answering phones, processing correspondence, and providing client support to help grow the business.

Financial Services

Responsibilities

Assist with special projects, reports and data entry as assigned

Provide general branch support as needed/assigned. Assignments may include:

Preparing or assisting with mailings

Running branch errands including bank deposits

Signing for packages and delivering packages to the appropriate person

Perform any other duties and special projects as necessary!

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookCustomer service skillsVerbal communicationOrganizational skillsAttention to detail

Required

High School diploma or comparable work experience

Basic solid understanding of Microsoft Word, Excel and Outlook

Good verbal communication, organizational and customer service skills

Follow policies and procedures. Maintain client confidentiality

Communicate in a clear and service oriented manner with strong attention to detail. 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