Operations & Transfers Specialist
Listed on 2026-10-06
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Finance & Banking
Banking Operations, Regulatory Compliance Specialist
D.A. Davidson Companies is seeking a detail-oriented professional to support transfer activities, processing client account transfers and physical securities with accuracy. The role requires collaboration across branches and transfer agents to ensure timely, compliant processing.
You will review documents, manage daily reports for exceptions, and assist in safekeeping trades while maintaining high service standards and teamwork in a dynamic environment.
We are looking to fill the Operations & Transfers Specialist position at Lever, Inc. in Great Falls, MT, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Great Falls, MT, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
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