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D.A. Davidson Companies

Operations Associate

4 Days Ago
Great Falls, MT, USA
Entry level
Entry level
Financial Services
The Operations Associate will assist various departments with processes, manage reports, and perform reconciliations while communicating effectively and maintaining organization.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
D.A. Davidson Companies Logo
D.A. Davidson Companies

Client Associate

5 Days Ago
Seattle, WA, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Financial Services
The Client Associate will support Financial Professionals by providing client service, processing account requests, maintaining records, and assisting with financial plans. They will also help innovate processes and adhere to compliance policies.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
D.A. Davidson Companies Logo
D.A. Davidson Companies

Business Solutions - TRAX Manager

6 Days Ago
Great Falls, MT, USA
Mid level
Mid level
Financial Services
Lead cross-departmental initiatives, implement strategy to meet business goals, manage projects while balancing efficiency and cost.
Top Skills: Microsoft Office SuiteProject Management
D.A. Davidson Companies Logo
D.A. Davidson Companies

UX/UI Designer

6 Days Ago
Remote
Great Falls, MT, USA
93K-109K Annually
Senior level
93K-109K Annually
Senior level
Financial Services
The UX/UI Designer will create intuitive user experiences for digital products, collaborate with teams, and mentor junior members while enhancing usability and satisfaction.
Top Skills: FigmaJIRA
D.A. Davidson Companies Logo
D.A. Davidson Companies

New Hire Support Specialist

7 Days Ago
Seattle, WA, USA
Entry level
Entry level
Financial Services
The Wealth Management New Hire Support Specialist coordinates onboarding/offboarding processes, collaborates with IT and leadership, and oversees HR-related tasks.
Top Skills: MS Office
D.A. Davidson Companies Logo
D.A. Davidson Companies

Compliance Analyst, AML

7 Days Ago
Hybrid
4 Locations
61K-77K Annually
Junior
61K-77K Annually
Junior
Financial Services
The AML Analyst assists in the administration of the AML Compliance Program by reviewing alerts, conducting diligence reviews, and ensuring compliance with regulatory requirements.
Top Skills: MS OfficeMicrosoft Teams
D.A. Davidson Companies Logo
D.A. Davidson Companies

Tax Reporting Specialist

7 Days Ago
11 Locations
Entry level
Entry level
Financial Services
This role assists in creating and delivering 1099 tax documents while ensuring compliance with IRS requirements and collaborating with internal teams.
Top Skills: Irs Compliance SystemsMS OfficeTax Reporting Systems
D.A. Davidson Companies Logo
D.A. Davidson Companies

Client Associate

7 Days Ago
Kalispell, MT, USA
Entry level
Entry level
Financial Services
The Client Associate will provide exceptional service, manage client requests, assist with financial plans, maintain accounts, and support daily operations.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
D.A. Davidson Companies Logo
D.A. Davidson Companies

Enterprise Support Specialist

8 Days Ago
Great Falls, MT, USA
Junior
Junior
Financial Services
The specialist responds to inquiries from branch associates, coordinates resolution of issues with operations, and ensures effective communication and service.
Top Skills: Beta HostEnvestnetMicrosoft Operation SystemThomson OneTrax
D.A. Davidson Companies Logo
D.A. Davidson Companies

Computer Support Specialist

10 Days Ago
New York, NY, USA
Entry level
Entry level
Financial Services
Provide support for users across various business groups, troubleshoot hardware and software issues, and manage service desk operations adhering to ITIL principles.
Top Skills: ItilMS OfficeMicrosoft Operating SystemsService DeskTicketing Systems
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