Administrative Data Assistant

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 way—leveraging 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

About The Role

We are seeking a detail-oriented Administrative Data Assistant to join our administrative team. In this role, you will play a critical part in supporting daily operations by efficiently managing and organizing data, assisting with clerical activities, and ensuring the seamless flow of information. This full-time, hourly position is perfect for someone with excellent organizational skills, a keen eye for detail, and the ability to work collaboratively in a fast-paced environment.

What You'll Do

• Organize and maintain data records and files both digitally and physically.
• Input, update, and verify data accuracy into organizational systems on a regular basis.
• Perform general administrative tasks such as answering emails, scheduling appointments, and maintaining calendars.
• Collaborate with team members to improve workflows and streamline data processing activities.
• Generate reports, summaries, and presentations based on collected data for internal use.
• Assist in preparing documents and correspondence as needed by the administrative team.
• Act as a point of contact for data-related inquiries and provide timely support to resolve issues.
• Ensure compliance with data protection regulations and company policies.

Qualifications

• Proven experience in an administrative or data entry role.
• Exceptional attention to detail and accuracy in managing data and records.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software.
• Strong organizational and time management skills with the ability to handle multiple tasks simultaneously.
• Excellent verbal and written communication skills in English.
• Ability to work independently and collaboratively within a team environment.
• Familiarity with data protection regulations and best practices is a plus.
• High school diploma or equivalent; additional qualifications in administration or data management are advantageous.

Note: Must be eligible/authorized to work in USA.