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Operations Associate — Portfolio Data & Reconciliation; ESOP

Job in Great Falls, Cascade County, Montana, 59404, USA
Listing for: Make Choteau Home
Full Time position
Listed on 2026-07-15
Job specializations:
  • Accounting
    Financial Reporting, Accounts Receivable/ Collections
  • Finance & Banking
    Financial Reporting, Accounts Receivable/ Collections
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Operations Associate — Portfolio Data & Reconciliation (ESOP)

D.A. Davidson Companies is seeking a detail-oriented finance/accounting professional to ensure data accuracy across portfolio accounting and trading systems.

You will open/close accounts, support reconciliations, and provide backup coverage for Operations, maintaining confidentiality of client and firm information. Collaborate with DIA staff, adhere to ethics codes, and contribute to daily processes and special projects.

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Position Requirements
10+ Years work experience
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