Davidson Investment Group · 1 month ago
Operations Associate - Managed Assets Account Administrator
Kalispell, MT, US
Full-time
Onsite
Entry Level
3+ years expD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. The Operations Associate will provide account administration support for all managed accounts to contribute to accurate client account information and assist with various client inquiries and issues.
BankingFinanceFinancial Services
Responsibilities
Process emails and phone calls from the branches to assist with any issues or questions
Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into
Process Goal Modifications to managed accounts in a variety of systems
Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution
Terminate managed accounts as directed to contribute to effective and efficient account administration
Review daily reports and take the necessary actions
Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review
Act as a liaison between DA Davidson and various overlay providers or third-party managers
Document and update procedures as necessary or as assigned
Perform any other tasks as assigned
Qualification
Required
High school diploma or three years related office experience
Strong written and verbal communication skills
Strong attention to detail
Strong customer service skills
Working knowledge of general accounting principles
Math skills
Ability to operate a PC, calculator and scanner
Familiar with Microsoft Outlook, Word and Excel
Follow policies and procedures. Maintain client confidentiality
Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information
Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives
Ability to maintain regular, predictable attendance
Benefits
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
Company
Davidson Investment Group
D.A.
2-10 employees
H1B Sponsorship
Davidson Investment Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (7)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Early StageRecent News
Morningstar.com
2025-12-16
2025-12-05
Company data provided by crunchbase