New Accounts Associate 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 : New Accounts Associate
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:
This position is responsible for opening and maintaining client accounts. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member.
Required Experience:
Qualifications:
Communicate verbally and in writing in a clear and effective mannerOrganizational and time management skills to be able to work under pressureComputer proficiency: knowledge of Microsoft Outlook, Word, and ExcelWill need to employ critical thinking and operational improvement skills to find opportunities and trends while providing direction or solutions for more effective and efficient processingCapability to adapt to constantly evolving work environment and quickly develop the vital skills or knowledge to address a new process or procedureDetail oriented and possess good follow-up skills
Duties:
Support branch associates on all aspects of new account processing and maintenanceOpen client accounts, maintains new account master and process updates to account recordsReviews and approve supporting legal documentationParticipate in operational advancement for workflow software and testing for improvements or new processes.
Processes and follows up on documentationExecute any other duties that are assigned!
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, sex, gender, gender expression, 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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