🛠 Tech Stack

💼 About This Role

You'll provide account administration support for managed accounts at D.A. Davidson, ensuring accurate client information. You'll process emails, open accounts, and handle goal modifications. This role offers a supportive culture with opportunities for professional development.

🎯 What You'll Do

• Process emails and phone calls from branches to assist with issues or questions.
• Open managed asset accounts in various computer systems per program criteria.
• Process goal modifications to managed accounts in various systems.
• Review managed account documents for completeness and accuracy.

📋 Requirements

• High school diploma or 3 years related office experience.
• Strong attention to detail.
• Working knowledge of general accounting principles.
• Familiarity with Microsoft Outlook, Word and Excel.

✨ Nice to Have

• Strong written and verbal communication skills.
• Customer service skills.
• Ability to operate a PC, calculator, and scanner.

🎁 Benefits & Perks

• 🏥 Medical, Dental and Vision insurance.
• 💰 Company 401(k) and ESOP contribution.
• 🏖️ Generous sick, vacation, and maternity/parental leave.
• 📚 Professional Development Opportunities.
• 🎓 Tuition Reimbursement (up to $15,000 lifetime cap).