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D.A. Davidson Companies is Hiring an Executive Assistant Near Seattle, WA
D.A. Davidson, an employee-owned Financial Services firm, is seeking an Executive Assistant to support our Wealth Management Divisional President. As the Executive Assistant, you will report directly to the Chief Operating Officer in the Wealth Management Division and work from our Seattle office location in the Columbia Tower. Primary responsibilities include calendar management, meeting organization, assessing priorities, and maintaining confidentiality.
We offer a positive and respectful corporate culture. If you are an experienced Executive Assistant with strong multitasking, communication and organizational skills and are tech savvy, we want to hear from you!!
Experience and Skills:
- 5 years prior experience in supporting a senior executive or team.
- General knowledge of the financial services industry.
- Excellent written and verbal communication skills
- Excellent interpersonal skills and a can-do, service-oriented approach.
- Sound judgment, initiative, and superior organizational skills.
- Ability to manage multiple projects and priorities in a fast-paced, dynamic environment.
- Ability to work independently and in pressure situations with little direction.
- Ability to multitask while executing strong attention to detail.
- Advanced computer skills, including the Microsoft Office Suite (Outlook, Word, PowerPoint, Excel, and Teams).
- Perform duties of a highly confidential and time-sensitive nature.
- Coordinate and support the Executive’s daily activities, to include calendar management, travel arrangements, and coordination of internal and external meetings.
- Serve as liaison between the Executive, senior team members, associates, and external partners. This includes receiving and screening phone calls and visitors, answering a variety of questions, taking messages, and directing calls appropriately for resolution.
- Draft, review, and send communications on behalf of Executive.
- Review all incoming messages and determine priority of matters for attention; redirect or handle matters personally, as appropriate.
- Prepare and submit expense reports and invoices for payment.
- Maintain and organize accurate records and filing systems in compliance with industry rules and regulations; locate and retrieve records as requested.
- Conduct research and assist in the preparation, printing, binding and delivery of various documents and presentations as assigned.
- Manage various corporate projects, including but not limited to community involvement and special events.
- Prepare and submit expense reports and invoices for payment.
- Provide office support, to include basic technology assistance, managing and ordering supplies and acting as a general point of contact for issues. Distribute incoming mail and prepare outgoing mail and FedEx packages for delivery.
- Complete a variety of special projects including creating PowerPoint presentations, spreadsheets, special reports, and agenda material.
- Other additional and/or alternative duties as assigned from time to time, including supporting other departments or Executives as needed.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The potential base pay for this role is $80,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. Additional incentive compensation may be earned based on performance.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies
Job Summary
Full Time
$77k-99k (estimate)
01/20/2024
04/16/2024
dadavidson.com
BOGOTA, NJ
25 - 50
1935
NICOLE DAVIDSON
$5M - $10M
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About D.A. Davidson Companies
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe ...in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the wayleveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management
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The job skills required for Executive Assistant include Presentation, Microsoft Office, PowerPoint, Initiative, Organizational Skills, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Executive Assistant positions, which can be used as a reference in future career path planning. As an Executive Assistant, it can be promoted into senior positions as an Executive Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Assistant. You can explore the career advancement for an Executive Assistant below and select your interested title to get hiring information.
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