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.

We are currently recruiting a Operations Associate — Portfolio Data & Reconciliation (ESOP) for our team in Great Falls, MT, United States.

Are you ready to take on the Operations Associate — Portfolio Data & Reconciliation (ESOP) role at Make Choteau Home?

We would love to welcome a new Operations Associate — Portfolio Data & Reconciliation (ESOP) to our organisation in Great Falls, MT, United States.

For the Operations Associate — Portfolio Data & Reconciliation (ESOP) position at Make Choteau Home, we are reviewing applications now.