The Role
Provide comprehensive administrative support to a public finance banking team: manage calendars and large meetings, handle confidential communications, plan events, assist marketing and research, prepare presentation documents, coordinate expenses and invoices, and ensure compliance with FINRA/SEC/MSRB. In-office role with occasional overtime.
Summary Generated by Built In
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.
Summary:
Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities including meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.
Key Responsibilities
- Meeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team.
- Communication and Correspondence. Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality. Coordinate internal communications. Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
- Event Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.
- Marketing. Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
- Research. Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes.
- Document Preparation. Printing and binding documents for various presentations.
- Expenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.
- Perform any other duties as assigned.
Qualifications
- Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.
- Proven track record of success in a fast-paced and collaborative environment.
- A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.
- Time management and organizational expertise, with the ability to prioritize a diverse workload.
- Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
- Ability to multi-task and prioritize job assignments and have solid organizational skills.
- Strong communication and interpersonal skills.
- Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
- Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
- Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.
- Ability to work overtime as needed.
- This role is 100% in-office Monday - Friday
- 5+ years of executive administrative work history is preferred.
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
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• 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.
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.
Skills Required
- Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills.
- Proven track record of success in a fast-paced and collaborative environment.
- Self-starter with superior critical thinking and problem-solving skills.
- Time management and organizational expertise with ability to prioritize diverse workload.
- Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
- Ability to multi-task and prioritize job assignments and have solid organizational skills.
- Strong communication and interpersonal skills.
- Ability to apply good judgment and appropriately handle sensitive or confidential information.
- Ability to work with minimal supervision either independently or as a team member under strict time constraints and high pressure.
- Ability to learn and comply with FINRA, SEC and MSRB regulations, and company/division policies and procedures.
- Ability to work overtime as needed.
- Position is 100% in-office Monday - Friday.
- 5+ years of executive administrative work history.
D.A. Davidson Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.
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Equity Value & Accessibility — Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
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Retirement Support — 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
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Parental & Family Support — Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.
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The Company
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
