Clerical Support Rep

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 looking for a detail-oriented Clerical Support Representative to join our Administrative department. As a vital part of our team, you will ensure the smooth operation of day-to-day tasks by providing exceptional clerical and administrative support. This is an hourly, full-time position, perfect for someone with strong organizational skills and a proactive approach to problem-solving. Fluency in English is required for clear and effective communication within our dynamic team environment.

What You'll Do

• Provide administrative and clerical support to the department, such as filing, scanning, and data entry.
• Manage and maintain accurate records and documentation in adherence to company policies.
• Assist in scheduling meetings, managing calendars, and coordinating appointments.
• Handle inbound and outbound communication, including emails, phone calls, and correspondence.
• Prepare reports, presentations, and other documents as needed.
• Facilitate the procurement of office supplies and ensure proper stock management.
• Collaborate with team members to support special projects and departmental goals.
• Ensure confidentiality of sensitive information and maintain a professional work environment.

Qualifications

• High school diploma or equivalent; additional certification in office administration is a plus.
• Proven experience in a clerical, administrative, or similar role.
• Excellent verbal and written communication skills in English.
• Strong proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook).
• Exceptional organizational and time-management skills with attention to detail.
• Ability to handle multiple tasks and meet deadlines in a fast-paced environment.
• A proactive attitude and problem-solving skills.
• Ability to work independently as well as part of a team.

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