D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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/Function:

The staff aide in Bozeman will be responsible for assisting with front desk duties including but not limited to: answering the phones, preparing receipts, processing incoming correspondence, and on occasion performing cashiering duties such as check printing or deposits. Our staff aide will also provide client associate duties such as sending out mailings, entering data in planning software, preparing forms for clients, and assisting with completion of other tasks which would support the growth of the business, this is a part time position.

• High School diploma or comparable work experience.

• Basic solid understanding of Microsoft Word, Excel and Outlook.

• Good verbal communication, organizational and customer service skills.

• Follow policies and procedures. Maintain client confidentiality.

• Communicate in a clear and service oriented manner with strong attention to detail. 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 in order to accomplish work responsibilities and objectives.

• Ability to maintain regular, predictable attendance.

• Assist with special projects, reports and data entry as assigned.

• Provide general branch support as needed/assigned. Assignments may include:

• Preparing or assisting with mailings.

• Running branch errands including bank deposits.

• Signing for packages and delivering packages to the appropriate person.

• Perform any other duties and special projects as necessary!

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.

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 exceptional service to our clients and each other. We support a friendly, open and respectful 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.

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.

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.

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