D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
D.A. Davidson seeks a full-time Special Projects Coordinator and Executive Assistant to join our dynamic team. The position will provide multiple duties supporting special projects as well as coordinating corporate office activities, schedules and initiatives. This position is an opportunity for a highly organized, detail-oriented individual with outstanding interpersonal skills, a strong sense of initiative to play a critical role in the advancement of the firm. This person must also thrive in a fast-paced environment supporting and organizing multiple tasks and assignments efficiently and effectively.
The ideal person for the position will be a proactive problem solver with exceptional communication skills and a meticulous attention to detail. You will have previous experience working in an office environment, performing administrative duties, providing support to management and special project administration and support. We rely on our associates to be flexible and have foresight, while maintaining sensitive and confidential information related to our business and its operations. You will perform various administrative duties for several senior officers in the Great Falls Corporate office contributing to efficient and effective business operations.
Qualifications:
•Previous experience with special project assignments and administration.
•Previous experience as an Executive Assistant.
•Ability to work independently and in pressure situations with minimal direction.
•Sound judgment, initiative and good decision-making and organizational skills. Previous experience in handling highly sensitive and confidential information.
•Good English grammar, spelling, and proofreading skills.
•Strong attention to detail.
•Thorough knowledge of Microsoft Products: Outlook, Word, Power Point and Excel and the ability to learn additional programs.
•Excellent telephone, communication and human relations skills.
Duties:
•Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks. This may include attending and participating in confidential meetings.
•Coordinate and support the Corporate Officers’ activities, to include calendar management, travel arrangements, coordination of internal and external meetings, and communication other firm Sr. Officers, board members, and associates.
•Compose, edit and review routine and advanced highly confidential correspondence, including letters, memoranda and reports. This may include taking information and transforming it into a professional, well-organized document.
•Provide assistance, troubleshoot problems, provide advice and input as requested.
•Read and prioritize incoming mail and email messages, including information and meeting requests. Courteously greet and screen callers and visitors. Take phone messages. Answer questions and assist callers when possible.
•Maintain and organize accurate records and filing systems. Locate and retrieve material from files as requested. Expectation that the substantial majority of files will be maintained and organized electronically.
•Plan, organize and prioritize work to meet deadlines and accomplish tasks within established timeframes.
•Assist in the maintenance and support of various corporate projects and/or administration of systems.
•Assist with community involvement projects as well as other Employee and Corporate giving campaigns or events.
•Plan and execute, or assist in the planning and organizing, of special events that emanate from the corporate office.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•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.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Top Skills
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
