Partnership Operations Coordinator
SupabaseSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- High school diploma
- Communicates verbally and in writing in a clear and effective manner
- Good organizational and time management skills
- Ability to multi-task
- Proven track record of producing accurate work
- Keen attention to detail
- Ability to work under pressure and meet deadlines
- Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel
- Capability to adapt to constantly evolving work environment
- Good follow-up skills
- Office experience or basic accounting knowledge (a plus)
- Capable of working independently and as a team member
Responsibilities
- Support branch associates in a variety of aspects related to Operations
- Work effectively with multiple departments throughout Operations
- Review reports and perform reconciliations of output from set procedures and processes
- Participate in testing new or potential software updates for operational workflow advancement
- Process and follow-up on documented process and procedures
- Review daily reports for exceptions and take the necessary action to resolve
- Perform other duties as assigned
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits are offered for this Operations Associate position?
The company offers excellent benefits including medical, dental and vision coverage, company 401(k) and ESOP contributions, paid holidays, generous sick, vacation, and maternity/parental leave, pet insurance, professional development opportunities, tuition reimbursement up to $15,000 lifetime, discounted personal insurance, charitable gift-matching, and Davidson Day of Giving.
What is the salary for the Operations Associate role?
The job offers a competitive salary, but the specific range is not detailed.
Is this Operations Associate position remote or office-based?
This information is not specified in the job description.
What skills are required for the Operations Associate position?
Required skills include good organizational and time management skills, ability to communicate clearly verbally and in writing, work under pressure and meet deadlines, computer proficiency in Microsoft Outlook, Word, and Excel, and capability to adapt to evolving environments.
What is the company culture like at D.A. Davidson?
The company emphasizes values such as integrity, ethics, outstanding service, friendly culture, open communication, and productive engagement, and is employee-owned with over 90 years in business.
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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