Operations Associate - Managed Assets Proxy & Prospectus Administrator

Qualifications: High school diploma or three years related office experience Experience with office machines (fax, copier, adding machine, etc.) Proficient use of computer programs; experience with Microsoft Excel a necessity Attention to detail and accuracy Ability to prioritize and multi-task Ability to work under pressure Ability to work without supervision yet work as part of a team Ability to interact with employees and outside contacts in a professional and personable manner Ability and willingness to follow policies and procedures Commitment to maintain client confidentiality and data security Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information Ability to proactively work with both external and internal clients; 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: Daily proxy maintenance which includes voting, adding, and deleting new and closed accounts and keeping records of all ballots received as well as supervision of the prospectus mailings on all mutual fund purchases Provide backup for Managed Assets Data Reconciliation Clerk as needed Perform any other duties as assigned

What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: Company 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leave Paid holidays Professional Development Opportunities 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 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. D.A. Davidson has been in business for 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.