Operations Associate - Margin Cashier
External
Dadavidson · Great Falls, MTPrepare for this interview
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About the role
Perform various administrative, operations and clerical duties to contribute to efficient and effective operations of the Margin Department.
Responsibilities
- 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.
Requirements
- 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
Benefits
Additional Information
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.
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