1 Staff Aide Job in Omaha, NE
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D.A. Davidson Companies is Hiring a Staff Aide Near Omaha, NE
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other. We support a friendly, open and respectful culture, and encourage candid communication and productive engagement that make our companies and each of us better.
A dynamic team located in the Omaha, Nebraska office of D.A. Davidson & Co. is seeking to fill a Staff Aide position. Significant training and work responsibility come with this position. The individual in this position plays an important role in the daily operations of the team.
Responsibilities include utilizing web-based programs and Microsoft Excel to construct, update and analyze monthly and quarterly investment data. Additionally this position is responsible for preparing monthly and quarterly reporting documents, assisting with retirement income analysis and reconciling quarterly client account activity.
This exciting opportunity is part-time, 15 - 20 hours per week. While this position requires the hours worked to be in the office during the workday, we offer maximum flexibility regarding class schedule, extracurricular activities and family commitments.
Experience and Skills:
- Soon to be College Sophomore or Junior majoring in business administration and / or finance.
- Personable and friendly with strong verbal skills
- Ability to follow policies and procedures and to maintain client confidentiality.
- Ability to prioritize workload, manage deadlines and work independently when necessary.
- Proficient with Microsoft Office, specifically Excel
- Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
- Ability to maintain regular, predictable attendance.
- Perform any other duties and special projects as necessary!
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, sex, gender, gender expression, 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
$41k-52k (estimate)
04/01/2023
05/15/2024
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 Staff Aide include Flexibility, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Staff Aide. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Staff Aide. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Staff Aide positions, which can be used as a reference in future career path planning. As a Staff Aide, it can be promoted into senior positions as a Sales Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Staff Aide. You can explore the career advancement for a Staff Aide below and select your interested title to get hiring information.
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