D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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:
Supports day-to-day operational reporting and data needs for the Operations and Wealth Management Divisions. Assists managers and business partners by providing visibility into standard procedures, data resources, and defined-scope analyses. Help interpret data files and layouts and communicate appropriate data usage to internal teams and external vendors. Compiles, cleanses, and validates data to identify basic trends that support informed decisions and assists the client communications team with client mailings and e-delivery activities.
Qualifications:
• Working knowledge of standard computer applications and basic troubleshooting.
• Bachelor’s degree or equivalent related experience.
• 3–5 years of experience in stock brokerage operations or a related operations environment.
• Proficiency with Microsoft Office (Excel, Access) and the ability to run basic queries and reports using approved reporting and data tools, as needed.
• Ability to learn approved AI tools and assist with basic user support and training under guidance.
• Sound critical thinking and problem-solving skills; able to escalate issues appropriately.
• Strong verbal and written communication skills; able to explain standard processes and basic technical instructions in a professional manner.
• Customer service mindset with the ability to work with internal and external partners.
• Ability to work effectively with varied personalities and across multiple levels of the organization.
• Familiarity with departmental policies, processes, and procedures (or the ability to learn them quickly).
• Strong writing skills, including clear documentation and concise email communication.
• Experience working in a team-oriented, collaborative environment.
• Demonstrated initiative and ability to manage assigned tasks with guidance and follow-up.
• Organized and de