Financial Support Assistant

1 month ago


Missoula, Montana, United States D.A. Davidson & Co. Full time

We are seeking a highly organized and detail-oriented Financial Support Assistant to join our team at D.A. Davidson & Co.

The successful candidate will work closely with our FAs to ensure timely and accurate completion of tasks, including reviewing account documents, composing letters, and preparing client meeting materials.

Key requirements include proficiency in Microsoft Office, strong mathematical aptitude, and ability to maintain confidentiality.

Salary: $55,000 - $75,000 per year, depending on experience and qualifications.

We offer a range of benefits, including company 401(k) and ESOP contribution, generous sick, vacation, and maternity/parental leave, and professional development opportunities.



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