4 Trust Operations Associate Jobs in Great Falls, MT
D.A. Davidson Companies is Hiring a Trust Operations Associate Near Great Falls, MT
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Trust Operations Associate. You’ll work closely with the Trust Operations Team to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:
- High School diploma and/or equivalent work experience.
- Previous experience in the financial service industry or operations is a plus.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Support daily operational functions including transfers, fees and statements; ensure compliance with industry rules and regulations.
- Complete security set-up in the system and perform regular maintenance.
- Provide back up support to other Operations Associates on the team.
- Support tax processing including the processing of all applicable withholdings.
- Process monthly, quarterly and annual reporting.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Perform other duties and responsibilities as assigned.
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 87 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!
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, gender, 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.
From: D.A. Davidson Companies
Job Summary
Full Time
$37k-46k (estimate)
06/26/2024
08/25/2024
dadavidson.com
BOGOTA, NJ
25 - 50
1935
NICOLE DAVIDSON
$5M - $10M
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About D.A. Davidson Companies
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 wayleveraging 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. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management
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The job skills required for Trust Operations Associate include Accounting, Microsoft Office, Problem Solving, Financial Services, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Operations Associate positions, which can be used as a reference in future career path planning. As a Trust Operations Associate, it can be promoted into senior positions as a Trust Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Operations Associate. You can explore the career advancement for a Trust Operations Associate below and select your interested title to get hiring information.
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