Operations Associate - Managed Assets Account Administrator

Operations Associate – Managed Assets Account AdministratorJoin D.A. Davidson Companies as an Operations Associate – Managed Assets Account Administrator. Our independent, employee‑owned firm has a rich history and a commitment to integrity, service, and community impact.Summary/FunctionProvide account administration support for all managed accounts for D.A. Davidson & Co. and Davidson Investment Advisors, ensuring accurate client account information.QualificationsHigh school diploma or three years related office experienceStrong written and verbal communication skillsStrong attention to detailStrong customer service skillsWorking knowledge of general accounting principlesMath skillsAbility to operate a PC, calculator and scannerFamiliar with Microsoft Outlook, Word and ExcelFollow policies and procedures. Maintain client confidentialityCommunicate in a clear and service orientated manner. Use appropriate, professional language and grammar to effectively exchange ideas and informationProactively work with both external and internal clients, showing professionalism to accomplish work responsibilities and objectivesMaintain regular, predictable attendanceDutiesProcess emails and phone calls from branches to assist with any issues or questionsOpen managed asset accounts in appropriate systems (SAM, MAC, UMA, MFP, Paragon, Russell, Choice), understanding criteria for each programProcess goal modifications to managed accounts in a variety of systemsReview all managed account documents to ensure accuracy, identify problems, notify appropriate personnel and follow through to resolutionTerminate managed accounts as directedReview daily reports and take necessary actionsCoordinate requests to accommodate client withdrawals or deposits, including trade generation and reviewAct as liaison between D.A. Davidson and overlay providers or third‑party managersDocument and update procedures as necessary or assignedPerform any other tasks as assignedWhat We OfferCompetitive salary plus benefits and perks including medical, dental and visionCompany 401(k) and ESOP contributionGenerous sick, vacation, and maternity/parental leavePaid holidaysProfessional development opportunitiesTuition reimbursement ($15,000 lifetime cap)Discounted personal insurance (home, auto, recreational vehicles)Charitable gift‑matching programDavidson Day of Giving – positively impacting communitiesAt 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. 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 duties, and to receive other benefits and privileges of employment. Please contact us to request accommodation.#J-18808-Ljbffr