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D.A. Davidson Equity Capital Markets · 1 month ago

Administrative Services Technician

Great Falls, MT

Full-time

Onsite

New Grad, Entry Level

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. The Administrative Services Technician will perform specific administrative support duties as assigned by the Administrative Services Manager to contribute to efficient company operations.

Banking

Growth Opportunities

Responsibilities

Receive and sign for incoming mail packages from the U.S. Post Office, Fed Ex, and other various courier services; sort and process incoming mail items for interoffice distribution or routing to appropriate office locations; prepare packages for shipment in accordance with department standards; pick up and deliver mail within the Great Falls office complex; prepare mail pouches for the next day’s operation

Prepare outgoing mail and packages based on the most cost effective method available to meet the shipper’s requirements; prepare labels or postage utilizing computer software or postage meter and scale

Stock inventory and replenish copy paper throughout the Great Falls office complex; insure levels are adequate to comply with current and projected usage requirements

Collect and process recyclable products from all departments within the Great Falls complex

Pick up and deliver archived records from the storage warehouse; ensure the company’s and securities industry record retention policies are followed; coordinate with appropriate departments to ensure records are removed from storage and properly disposed of when destroy dates are reached; items must be neatly organized and easy to find; conduct inspections for signs of damage and deterioration of the records

Assemble informational marketing packets; fold, stuff and prepare various mailings for different departments and programs within the company

Respond to and process requests for supplies, business cards, note pads, stationery letterhead, forms, advertising materials and other informational packets as necessary; record and account for items on various databases for billing and reorder purposes

Order, maintain and distribute various publications on a daily basis

Ensure all outgoing mail and packages are picked up by the appropriate vendor before closing the mailroom; deliver items to the vendor location if necessary; turn off and cover department equipment at the end of each day

Perform other duties as assigned

Qualification

Microsoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft Teams 365Mail scale operationPostage machine operationFiling skillsOrganizational skillsProfessional languageClient confidentialityProactive client interactionAttention to detailClear communicationFast-paced environment

Required

Proficient computer skills; familiar with various programs to include Microsoft Outlook, Excel, Word, and Teams 365

Ability to operate a mail scale and postage machine, FedEx with Ship Manager, folding and wrapping machines, laminator, fax, various copiers and multi-line telephone

Ability to lift 20 to 70 pounds and handle large roll-a-way recycle bins

Ability to contend with considerable standing, walking, stooping and bending

Excellent filing and organizational skills and attention to detail

Ability to work in a fast-paced environment

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