Operations Associate - Margin Cashier

Job Description

Job Description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning almost 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary: 
Perform various administrative, operations and clerical duties to contribute to efficient and effective operations of the Margin Department.

Qualifications:
•    High School diploma or comparable work experience
•    General knowledge of Microsoft Word, Excel, and Outlook
•    Ability to operate a PC, telephone, copier, and scanner
•    Familiar with the back-office computer system
•    Basic math skills and knowledge of general accounting principles
•    Strong human relation skills, as well as excellent verbal and written communication skills and telephone etiquette
•    Ability to work with a variety of personalities
•    Familiar with the office staff and organizational structure
•    Ability to work in a computerized work environment
•    Working knowledge of compliance policies and procedures, and ability and willingness to follow them
•    Attention to detail and organizational skills, including managing multiple demands and competing priorities
•    Ability to work effectively in a fast-paced, deadline-oriented environment.
•    Ability to maintain client confidentiality
•    Ability to communicate in a clear and service-oriented manner; using appropriate, professional language and grammar to effectively exchange ideas and information, both verbally and in writing.
•    Ability to proactively work with both external and internal clients, and to  relate with others in a professional manner to accomplish work responsibilities and objectives
•    Ability to maintain regular, reliable, in-person attendance on the job is a necessary and essential function

Duties:
•    Process check requests from client accounts as requested. Review TRAX requests for accuracy and ensure proper paperwork and authorizations are on file. 
•    Process daily check deposits.
•    Maintain daily cashiering file according to the Branch Standardization procedures.
•    Maintain a working knowledge of Branch Guide to Operations and ensure adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
•    Maintain a working knowledge of computer system screens and TRAX work flow.
•    Assist other Associates, both within and outside the department, with tasks as needed and or assigned. 
•    Perform any other duties and special projects as necessary.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:  
•    Medical, Dental and Vision
•    Company 401(k)and ESOP contribution 
•    Paid holidays + Generous sick, vacation, and maternity/parental leave
•    Pet Insurance
•    Professional Development Opportunities
•    Tuition Reimbursement ($15,000 lifetime cap)
•    Discounted personal insurance including home, auto and recreational vehicles
•    Charitable gift-matching program
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  

D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.