Legal Operations Administrator
AbridgeFull Time
Junior (1 to 2 years)
Candidates should possess a Bachelor’s degree and/or 2+ years of experience in Finance/Accounting, demonstrating the ability to work independently in a fast-paced environment with strong written and oral communication skills. Proficiency in Microsoft programs, including Word, Excel, and Outlook, is required, along with strong organizational and detail-oriented skills, the capacity to manage multiple demands, and the ability to work effectively within a team environment.
The Portfolio Administrator will assist in the day-to-day management of the firm’s accounts and relationships by building orders, maintaining portfolio models, managing restrictions, and facilitating communication between custodians and brokers. They will perform post-trade compliance checks, prepare trade analysis reports, review and update security information, maintain account details, provide backup support, and adhere to the firm’s Code of Ethics and Policies. Additionally, the role involves performing any other necessary duties and special projects, contributing to the firm’s overall operations and supporting business development efforts.
Provides wealth management and financial advisory services
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.