The Public Finance Administrative Assistant will support the Managing Director and banking team at D.A. Davidson by conducting research, preparing transaction-related documents, and maintaining databases. The role emphasizes client service skills, attention to detail, and adherence to financial regulations, while managing various administrative tasks.

The Client Associate role involves providing exceptional client service, assisting in account management, supporting financial planning, and ensuring compliance with regulations. Responsibilities include handling client requests, managing communications, and optimizing processes in a financial services environment.

As a Client Associate, you'll support Financial Professionals in delivering exceptional client service, addressing account maintenance, managing client requests, and crafting financial plans while adhering to compliance standards.

The Fee and Performance Administrator manages fee processing, client billing, performance calculations, and proxy voting functions. Responsibilities include generating business reports, ensuring compliance with GIPS standards, and overseeing audits in collaboration with external auditors. The role demands attention to detail, initiative, and effective communication.

The Analytics Engineer at D.A. Davidson is responsible for developing and maintaining analytic solutions, collaborating with teams for complex analytics initiatives, and ensuring robust data governance and compliance. They leverage technologies like Microsoft Power BI and Fabric to enhance data capabilities and support strategic data architecture.

The IT CRM Support Engineer manages and maintains the Microsoft Dynamics CRM application, coordinates with vendors and IT staff, supports incident management, user provisioning, and ensures the CRM system aligns with business goals. This involves enhancing support models and collaborating with various business units to gather and clarify requirements for the CRM system.

The Senior Analyst in Treasury will focus on financial risk management by analyzing, monitoring, and reporting on market, counterparty credit, and liquidity risks. This role involves enhancing risk measurement, assisting with liquidity management, and collaborating with finance teams on capital planning, while staying informed on regulatory changes and industry trends.

The Financial Advisor Recruiter will identify and recruit qualified Financial Advisors for D.A. Davidson by leveraging networking, social media, and industry events. Responsibilities include managing the recruiting pipeline, developing sourcing strategies, and maintaining candidate relationships. This role requires strong relationship management and negotiation skills.

As a Special Projects Coordinator and Executive Assistant, you will manage corporate office activities, support special projects, and assist senior officers with administrative tasks while maintaining confidentiality and exercising good judgment.

The Client Associate will provide professional client service, support financial professionals, manage account documentation, assist in creating financial plans, facilitate client transactions and ensure compliance with regulatory requirements.

The New Accounts Associate is responsible for opening and maintaining client accounts in accordance with procedures. The role requires strong organizational skills, attention to detail, effective communication, and the ability to work independently and within a team. Duties include reviewing account documents, updating client information, resolving issues, and assisting with workflow processing.

As a Client Associate at D.A. Davidson, you will provide exceptional client service and support to Financial Advisors, manage client requests, and assist in developing financial plans. You will ensure accurate processing of account documents, facilitate transfers, and innovate processes while adhering to compliance policies.

The Client Associate role involves providing exceptional client service, managing account requests, processing account information, assisting in financial planning, and maintaining customer relationships. Candidates will work closely with Financial Advisors and handle multiple tasks in a fast-paced environment while adhering to compliance policies.

The TRAX Analyst I is responsible for monitoring the TRAX application, resolving issues with internal and external partners, and analyzing program data to enhance operational efficiencies. Key duties include customer service for the Wealth Management and Operations teams, documenting requirements, and collaborating with various stakeholders.

The Computer Systems Administrator will support and manage the company's computer systems, ensuring reliability and efficiency. Responsibilities include administering servers and workstations, managing enterprise applications, responding to incidents, and automating processes. The role also involves ensuring backup implementations meet recovery objectives and assisting with project management tasks as directed.

The Senior Data Engineer will expand and optimize data and pipeline architecture, manage data flows, mentor junior team members, and contribute to data infrastructure and technology roadmaps in a collaborative environment, focusing on complex data initiatives.

The UX/UI Designer at D.A. Davidson will lead the design of user experiences across digital products by collaborating with cross-functional teams, driving product innovation, and utilizing human-centered design methods. Responsibilities include defining user solutions, applying best practices, mentoring junior team members, and communicating design rationale to stakeholders.

The New Hire Support Specialist coordinates onboarding and offboarding processes for employees in the Wealth Management sector. This includes partnering with IT and leadership to ensure seamless transitions, creating structured processes, and managing documentation and requests while also handling special projects related to new branch openings and hardware updates.

The Enterprise Support Specialist at D.A. Davidson Companies responds to branch associate inquiries, coordinates with Operations to resolve issues, and assists in providing information to the Wealth Management group. The role requires strong communication skills and a knowledge of securities regulations, while tracking inquiries and collaborating with various departments.

The Client Associate provides administrative and operational support to Financial Advisors, ensuring compliance with policies and managing client relationships. Responsibilities include customer service, maintaining confidentiality, preparing meeting materials, and facilitating client account management activities.