Operations Associate - Margin Cashier

D.A. Davidson
Great Falls, MT
Category Accounting
Job Description
D.A. Davidson Companies, a community-focused, employee-owned company with over 90 years of experience, is seeking an Operations Associate to contribute to efficient operations of the Margin Department. The role involves various administrative, operations, and clerical duties, with a focus on customer service, accuracy, and compliance. The company values integrity, ethics, and community involvement.

Requirements

  • High School diploma or comparable work experience
  • General knowledge of Microsoft Word, Excel, and Outlook
  • Ability to operate a PC, telephone, copier, and scanner
  • Familiarity with the back-office computer system
  • Basic math skills and knowledge of general accounting principles
  • Strong human relation skills and excellent verbal and written communication skills and telephone etiquette
  • Ability to work in a computerized work environment
  • Attention to detail and organizational skills
  • Ability to work in a fast-paced, deadline-oriented environment
  • Ability to maintain client confidentiality
  • Ability to communicate in a clear and service-oriented manner
  • Ability to proactively work with both external and internal clients
  • Ability to maintain regular, reliable, in-person attendance

Benefits

  • Competitive salary
  • Medical, Dental and Vision
  • Company 401(k) and ESOP contribution
  • Paid holidays + Generous sick, vacation, and maternity/parental leave
  • Pet Insurance
  • Professional Development Opportunities
  • Tuition Reimbursement
  • Discounted personal insurance
  • Charitable gift-matching program
  • Davidson Day of Giving
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