Operations Coordinator-Broker Dealer
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a Bachelor’s degree and a minimum of three years of industry experience, with knowledge of securities operations, trade processing, proxy voting, and performance systems being a plus. Strong initiative, the ability to multitask, attention to detail, effective written and oral communication skills, and being highly organized and detail-oriented are also required.
Responsibilities
This Senior Operations Associate will manage the client billing process in coordination with the accounting team, oversee electronic proxy voting, calculate and review client portfolio performance, manage the composite construction and GIPS verification process, generate monthly business reporting, provide backup to other operations staff, and perform other duties and special projects as necessary, all while adhering to the firm’s Code of Ethics and Policies and Procedures.
Skills
Securities Operations
Trade Processing
Proxy Voting
Performance Systems
GIPS
Billing
Reconciliation
Reporting
Communication
Organization
Attention to Detail
Multi-tasking
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.
Key Metrics
Great Falls, MontanaHeadquarters
2014Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
1,001-5,000Employees