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Bookkeeper/ Accounting Clerk

Operations Associate: Managed Assets Accounts Admin

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: D.A. Davidson Companies
Full Time position
Listed on 2026-01-01
Job specializations:
  • Administrative/Clerical
    Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
A financial services firm located in Helena, Montana is looking for an Operations Associate to provide account administration support for managed accounts. This position entails processing emails and phone calls, opening accounts in various systems, and ensuring accurate client account information. The ideal candidate should possess a high school diploma or equivalent experience, strong communication skills, and attention to detail.

The company offers a competitive salary, comprehensive benefits, and professional development opportunities.
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Position Requirements
10+ Years work experience
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