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/Function:
A TRAX Analyst I will monitor and maintain the day-to-day activity of the TRAX application. Work closely with internal and external partners to resolve issues. Analyze program data and work with team to determine future program enhancements to create operating efficiencies.
Qualifications/Requirements:
•Proficient computer skills with regards to Microsoft Office, Outlook and the back-office operations system
•Ability to document and archive guidelines, policies, and procedures
•Ability to work both independently and collaboratively to achieve goals and resolve problems
•Strong analytical, product management, and organizational skills and attention to detail
•Logical problem solver with ability to learn quickly in a fast-moving environment
•Ability to prioritize and meet deadlines in a sometimes demanding situation
•Proactive and self-motivated
•Excellent verbal and written communication skills; ability to communicate in a clear, service-oriented manner and use appropriate, professional language and grammar to effectively exchange ideas and information
•Ability to proactively work with both external and internal clients
•Ability to relate with others in a professional manner to accomplish work responsibilities and objectives
•Previous experience in a securities industry back-office environment, preferred
•Degree in Business or related field is ideal
•Ability to maintain regular, predictable attendance
Duties:
•Provide daily customer service to our Wealth Management and Operations teams related to questions or issues with the TRAX application
•Work with users to define concepts; elicit requirements from branch users and operations using interview, document analysis, surveys, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis
•Coordinate with department managers on how they will successfully execute a project/form within their department.
•Interpret branch and operations business needs and translate them into application and operational requirements.
•Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs
•Proactively communicate and collaborate with external vendors and internal employees to analyze information needs and functional requirements
•Co-develop training documents and live training with the Project Manager.
•Perform any other duties and special projects as necessary.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•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.
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.
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.
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