Davidson Investment Advisors – Office Manager Job Vacancy in D.A. Davidson Companies Great Falls, MT 59401 – Latest Jobs in Great Falls, MT 59401

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Company Name : D.A. Davidson Companies
Location : Great Falls, MT 59401
Position : Davidson Investment Advisors – Office Manager

Job Description : Job Description:
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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:
The Office Manager will be responsible for the organization and coordination of office operations, procedures and resources to facilitate effectiveness and efficiency for the organization. This individual will provide administrative assistance to the executive team of Davidson Investment Advisors, particularly the President, and also perform a wide range of activities in support of client service and marketing initiatives. This position is required to maintain a high degree of confidentiality with respect to client and company information.

Required Experience:
Qualifications/Requirements:
High school diploma required; Bachelor’s degree and/or previous experience in an office environment preferred.Proficiency in Microsoft programs including Word, Excel, Outlook, and PowerPoint required.Strong oral and written communication skills, with content delivered in a clear and service-oriented manner.Ability to work independently in a fast-paced, deadline-oriented environment.Highly organized and detail-oriented, able to manage multiple demands and competing priorities.Ability to work with a variety of personalities in a team setting.
Duties:
Manage and maintain the President’s calendar, including scheduling appointments, internal/external meetings and conference calls. Coordinate travel arrangements for the President and other team members.Draft and edit correspondence, communications, and other documents for the executive team.Courteously greet and screen callers and visitors, answering questions and taking messages as needed.Coordinate payment of invoices in a timely manner with Davidson’s Accounts Payable department and accurately maintain expense records. Manage supply orders as needed within the organization.Maintain corporate documents, including contact files and distribution lists. Maintain WORM-compliant document archives related to client reports, legal documents, and correspondence.Create and confirm accuracy of quarterly client reports, as well as internal/external adhoc report requests, and facilitate their distribution.Assist in the preparation and distribution of marketing materials, and coordinate printing requests.Work with the IT department to maintain information on the firm’s intranet page/external websites.Organize special company events including offsite meetings and holiday gatherings.Perform other duties and collaborate on special projects as necessary.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies

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