Summary/Function:
Provide comprehensive administrative support to the Chairman & Chief Executive Officer and the Chief Financial Officer of D.A. Davidson Companies, contributing to efficient and effective business operations. Represents the firm as well as the CEO and CFO with both internal and external parties. Facilitates professional communication with external parties and associates, using sound judgment to determine when escalation is appropriate.
Qualifications:
• Minimum of five years’ experience as an executive assistant, preferably in a professional, regulated and client-facing industry.
• Excellent interpersonal, written and verbal communication skills.
• Sound judgment, initiative and good decision-making and organizational skills.
• Ability to work with confidential and sensitive information in an appropriate and professional manner.
• Ability to work independently and in higher-pressure situations with no direction.
• High attention to detail and drive for accuracy in work product.
• Ability to leverage the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and learn new software or systems as needed (e.g. travel & expense system, portal for Board materials).
• Ability to proactively work and collaborate effectively both within and across teams to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance and work in the office as required for this position.
• Ability to travel from time to time, as business needs require, may include shareholders’ meetings, reward trips, leadership meetings, or other Firm events.
Duties:
• Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks. This may include attending and participating in confidential meetings.
• Coordinate and support Executives’ activities, including calendar management, travel arrangements, expense report preparation and review, coordination of internal and external meetings, and communication between the Executives and Board members, senior executives, associates, clients, prospects or recruits.
• Establish sufficient working knowledge of the business operations of the Firm, key company personnel and outside contacts.
• Follow policies and procedures. Maintain confidentiality.
• Compose, edit and review routing and advanced highly confidential correspondence, including letters, memoranda and reports. This may include taking raw text and transforming it into a professional, well-organized document.
• Support Board of Directors and other senior management meeting planning, including preparation of materials, event and logistic coordination, communications, and other administrative duties.
• Serve as liaison between the Executives and the Firm’s associates. Provide assistance, troubleshoot problems, provide recommendations and input as requested.
• Plan, organize and prioritize work to meet deadlines and accomplish tasks within established timeframes.
• Assist others within the corporate office and various departments within the company with projects as time allows. Projects may be on-going or short-term.
• Support and, as appropriate, lead Great Falls and Firm-centered employee events and activities, including coordination, communication, logistics, and partnership with internal stakeholders.
• Perform any other duties as assigned.
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
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
Skills Required
- At least five years of experience as an executive assistant
- Experience in a professional, regulated, and client-facing industry
- Excellent interpersonal, written, and verbal communication skills
- Sound judgment, initiative, decision-making, and organizational skills
- Ability to handle confidential and sensitive information professionally
- Ability to work independently in high-pressure situations
- High attention to detail and commitment to accuracy
- Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Teams
- Ability to learn new software and systems, including travel and expense systems and Board materials portals
- Ability to collaborate effectively across teams
- Regular, predictable attendance and ability to work in the office as required
- Ability to travel as business needs require
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.
D.A. Davidson Companies Insights
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.
