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Description
Summary / Function :
Responsible for the legal transfer of assets between accounts related to estate administration process or accounts involving deceased clients.
Act as contact for branches regarding death notifications and completion of account updates.
Experience and Skills
Qualifications :
Duties :
What we offer :
Competitive salary plus excellent benefits and perks including, but not limited to :
The starting pay for this role is $17.00. 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.
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.
Last updated : 2024-03-30
Full Time
Securities
$29k-35k (estimate)
03/31/2024
05/12/2024
davidsoncompanies.com
GREAT FALLS, MT
1,000 - 3,000
1935
Private
WILLIAM JOHNSTONE
$500M - $1B
Securities
D.A. Davidson is a financial services firm that offers wealth management, financial planning, capital market and investment banking services.