Trust Operations Associate

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.

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. 

Qualifications:

•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. 

Duties:

•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.

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 

•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 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.

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