Trust Associate at D.A. Davidson

Seattle, Washington, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Trust and Wealth ManagementIndustries

Requirements

High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus
Effective communication skills both verbal and written
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
Ability to maintain client confidentiality
Ability to work effectively as part of a team
Ability to maintain regular, predictable attendance; ability to work overtime if needed

Responsibilities

Support Trust & Fiduciary Advisor(s) in the delivery of trust services, including facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order; ensure investment objectives are met; proactively identify issues and take preventative action
Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion
Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through established processes; ensure actions are completed accurately and timely
Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to account terms and fiduciary responsibilities
Adhere to all risk management related duties including supporting annual administrative and investment reviews, overseeing retention and proper filing of client documentation, and active participation in internal/external audits
Comply with all policies related to the management of unique assets held within assigned accounts
Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office
Perform any other duties and special projects as assigned

Skills

Microsoft Suite

trust administration

fiduciary services

client relationship management

analytical skills

financial transactions

disbursement processing

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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