Executive Assistant at D.A. Davidson

Chicago, Illinois, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment BankingIndustries

Requirements

Minimum of 3 years’ experience as an Executive Assistant supporting a team in a fast-paced professional environment
Experience in financial services or the consumer space (strong plus)
Proactive and solution-oriented: first to notice problems, propose solutions, and help execute
Excellent organizational and time management skills, ability to work under pressure with diverse workloads and little or no direct supervision
Strong written and verbal communication skills, strong interpersonal skills
Ability to apply good judgment and appropriately handle sensitive or confidential information and situations
Tech savvy, strong working knowledge of MS Office, ability to promptly learn other applications (Salesforce experience a strong plus)
Team player with a desire to collaborate with other support team members
Ability to work overtime as needed
100% in-office role; must have the ability to work on site full time, five days per week

Responsibilities

Perform various duties for effective and efficient business operations, including: calendar management and coordination of internal/external meetings, conference calls, video conferencing; coordinating domestic and international travel and meeting arrangements; processing expense reports and submitting to accounting; compiling reports and analysis for weekly team meetings; assisting with PowerPoint presentations and other client materials; maintaining department files and managing record retention process for compliance; establishing and maintaining working knowledge of company and division policies and procedures
Support investment bankers with transaction-related tasks, including: maintaining and updating CRM database with contact, meeting, and deal-related information; preparing client invoices and following up with accounting; preparing, printing, and binding client presentations; composing correspondence of a highly confidential and sensitive nature; internal intake, filing, document management, and distribution of confidential client information as part of client engagement process
Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary
Perform any other duties as assigned

Skills

Executive Assistant

MS Office

Salesforce

Organizational Skills

Time Management

Communication Skills

Financial Services

D.A. Davidson

Provides wealth management and financial advisory services

About D.A. Davidson

D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.

Great Falls, MontanaHeadquarters

2014Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

Risks

Competition in AI-driven financial services could challenge D.A. Davidson's market position.

Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.

Resource diversion to Diversified Industrials may affect overall service quality.

Differentiation

D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.

The firm has a strong focus on small to middle-market companies across various sectors.

D.A. Davidson's research-based approach aligns client portfolios with financial goals.

Upsides

The rise of digital wealth management platforms enhances personalized investment advice delivery.

Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.

Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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