Securities Transfers Coordinator
Listed on 2026-10-06
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Finance & Banking
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Administrative/Clerical
D.A. Davidson Companies is seeking a detail-oriented accounts transfer specialist to support the transfer of client accounts. This role processes incoming and outgoing transfers, reviews documentation, and coordinates with branch teams to ensure accuracy and timely completion.
The position requires independent work and teamwork, strong communication, and proficiency with Outlook, Word, and Excel within a collaborative, client-focused financial services firm.
Our team is growing, and we are hiring a Securities Transfers Coordinator in Great Falls, MT, United States.
As a Securities Transfers Coordinator, you will play an important part at D.A. Davidson Companies in Great Falls, MT, United States.
We invite applications for the Securities Transfers Coordinator position located in Great Falls, MT, United States.
The following position is for a Securities Transfers Coordinator with D.A. Davidson Companies.
This opportunity is for the Securities Transfers Coordinator role at D.A. Davidson Companies.
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