Hiring: Operations Associate - Managed Assets Proxy & Prospectus Administrator Company: D.A. Davidson Companies Location: Great Falls, MT Job Posted Time: 2026-09-11 11:17:34 Target Skills & Keywords : Microsoft Excel About the job Experience: •90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! Required Skills: •Daily proxy maintenance which includes voting, adding, and deleting new and closed accounts and keeping records of all ballots received as well as supervision of the prospectus mailings on all mutual fund purchases •Provide backup for Managed Assets Data Reconciliation Clerk as needed •Perform any other duties as assigned Qualifications: •High school diploma or three years related office experience •Proficient use of computer programs; experience with Microsoft Excel a necessity •Attention to detail and accuracy •Demonstrated capacity to prioritize and multi-task •Demonstrated capacity to work under pressure •Demonstrated capacity to work without supervision yet work as part of a team •Demonstrated capacity to interact with employees and outside contacts in a professional and personable manner •Ability and willingness to follow policies and procedures •Commitment to maintain client confidentiality and data security •Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!