D.A. Davidson Companies jobs - 46 jobs

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our Butte, MT branch Monday through Friday from 9:00 a.m. to 3:00 p.m. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information. Qualifications:• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.• Excellent communication (written and verbal), problem solving and client service skills.• Strong attention to detail and accuracy with the ability to perform semi-advanced math.• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.• 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. Duties:• Provides professional, courteous service at all times to ensure internal and external client satisfaction.• Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.• Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.• Maintain daily cashiering file according to established procedures.• Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch. • Manage incoming calls and provide information as appropriate. • Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.• Understand and utilize the Firm's desktop systems and applications and their related functionality as it applies to client service and business enhancement.• Provide backup for other support positions in the branch as assigned.• Perform any other duties and special projects as necessary. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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. 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Bozeman, MT branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! Primary Qualifications:• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).• High school graduate or comparable work experience. Post-secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. • Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills. • Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math. • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Primary Duties:• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity. • Assist with crafting comprehensive financial plans for current and prospective clients. • Assist in developing and implementing periodic client mailings, communications and events. • Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.• Seek to innovate and streamline processes.• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. • Adherence to all branch, firm and compliance policies, procedures, rules and regulations.• Other projects and duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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 90 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Create innovative and engaging marketing materials designed to increase market share and sales while strengthening the value of the D.A. Davidson Companies brand. This is a mid-level design position that reports to senior employees. Qualifications:• Bachelor's degree preferred or significant coursework in Graphic Design, Visual Communication, Digital Design or related disciplines highly preferred.• Two plus years of related work experience highly preferred• Excellent verbal and written communication skills• Proficient with designing on a PC.• Must be fully capable of working in Adobe Creative Suite and delivering products within: o Photoshopo Illustratoro InDesigno PowerPointo HTML• Online portfolio that demonstrates success in creating engaging digital and print designs• Solid foundation in typography, illustration, iconography, and layout• Must be able to deliver collateral built in print and digitally compatible• Organized with extreme attention to detail• Experience or knowledge in all areas of potential media opportunities• Ability to work independently • Ability to work collaboratively as a member of a team.• Ability to work with employees at all levels throughout the Companies.• Ability to follow policies and procedures and maintain client confidentiality • Ability to communicate in a clear, professional and service oriented manner. Duties:• Collaborates with client, editorial staff, manager and/or other project participants to understand project assignment, audience, and intended message• Assist as a print production coordinator and become proficient in all aspects of printing final products• Conduct market research• Creates original visual media that communicates the desired feeling or message in an engaging and unified way• Chooses graphics, clip art, and stock photography, as appropriate for client needs within brand guidelines• Work collaboratively and take direction from Senior Graphic Designers• Prepares drafts of design work and provides samples to editorial or other appropriate staff or departments for review• Revises projects as necessary based on collaborative feedback process • Adhere to project deadlines • Performs other related duties as assigned What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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. 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.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

Job DescriptionD.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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function:Use knowledge and skills obtained through education and job experience to continuously support users from multiple business groups within DA Davidson. The position will adhere to ITIL principals and be responsible for the resolution and/or escalation of various hardware and software issues, both in-person and remotely. Requirements/Qualifications:•Working knowledge of a Service Desk including ticketing systems, phone system, supporting business applications, workflows and processes•Proficient knowledge of basic computer hardware•Bachelor's degree in field of specialty or equivalent IT Support experience•Proficient computer skills and knowledge of software packages and their applications to include Microsoft Office and Microsoft operating systems•Excellent communication skills, both oral and written; ability to communicate technical directions, both in person and over the phone to people with a wide variety of technical expertise•Excellent customer service skills; ability to work successfully with a variety of personalities and various management levels•Familiar with department policies, processes and procedures•Consistently treat others with respect and maintain professional attitude and behavior•Ability to work a variety of shifts•Ability to safely lift and carry as much as 35 pounds•Experience working in a team-oriented, collaborative environment•Highly self-motivated and self-directed•Organized and detail oriented•Ability to work in a fast-paced, regulatory, and time sensitive environment•Ability to triage and identify when escalation is necessary•Problem solving skills and critical thinking•Maintain or ability to obtain ITIL foundation certification within 1 year of start date Duties:•Respond, resolve, and escalate incidents or requests, both in person and over the phone, in a timely manner•Attain performance goals set by management for resolving incidents and requests.•Be logged into the support queue defined hours; provide escalation support and satisfactory customer service•Troubleshoot and assist D.A. Davidson Companies' employees with using their computer and computer peripherals, applications and security credentials•Evaluate workload and capacity of computers and computer system to determine feasibility of expanding or enhancing capabilities or performance; recommend improvements to IT management•Assist in the support of business applications to include but not limited to: patching, testing, software licensing tracking, installing, upgrading, receiving application training, attending internal and external meetings, providing end user training, monitoring application performance, working with vendor support and sales, budgeting and creating documentation to end users and IT staff•Assist in the support of computer life-cycle and office technology to include but not limited to: patching, imaging, deploying, transferring user profiles, evaluating, securing, receiving training on computer O/S and hardware, maintain inventory, manage printer support agreements, work with vendor support and sales, provide documentation to end users and IT staff and help resolve incidents with computer related to the O/S, core applications or hardware that has been escalated from the Service Desk•Work with management to improve personal technical proficiency, support and customer service skills; identify and complete technical training and certifications; develop other work or career goals where progress can be tracked and discussed•Learn and adhere to all D. A. Davidson Companies' policies and procedures; attend scheduled meetings or training sessions around existing or new policies and/or procedures; recommend change to IT procedures to improve productivity and/or reduce costs•Adhere to and educate users of our defined cybersecurity best practices, which include credential management, phishing and malicious vigilance, and physical security measures.•Manage time to adhere to SLAs while maintaining service excellence•Use ITSM tools and ticketing systems for tracking and contributing to a shared knowledge base•Utilize ITIL best practices•Use and improve upon existing tools, services, and procedures•Other duties as assigned What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for 90 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.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios. Qualifications/Requirements:• Bachelor's degree in finance, business or a related field• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred. • Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively• Detail-oriented with an ownership mentality towards the quality of your work • Collaborative mindset with a commitment to contributing to team success. Duties: • Execute trades for fixed income and equity portfolios, including: o Build orders for individual accounts and block trading o Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting o Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions o Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team's processes• Perform any other duties and special projects as necessary Adhere to all the firm's Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors: o Curiosity (avoid becoming defensive and remaining open to learning) o Accountability (taking 100% responsibility (no more; no less) for results; no blaming) o Candor (engaging in courageous truth-telling to increase power and speed in decisions) o Awareness (tapping every emotional and intuitional resource for decisions) o Passion (discovering and allowing people to do what they do best) o Appreciation (expressing gratitude and fostering a culture of sincere cooperation) What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function:The part time staff aide in Bozeman will be responsible for assisting with front desk duties including but not limited to: answering the phones, preparing receipts, processing incoming correspondence, and on occasion performing cashiering duties such as check printing or deposits. Our staff aide will also provide client associate duties such as sending out mailings, entering data in planning software, preparing forms for clients, and assisting with completion of other tasks which would support the growth of the business, this is a part time position. Qualifications/Requirements:• High School diploma or comparable work experience.• Basic solid understanding of Microsoft Word, Excel and Outlook.• Good verbal communication, organizational and customer service skills.• Follow policies and procedures. Maintain client confidentiality.• Communicate in a clear and service oriented manner with strong attention to detail. Use appropriate, professional language and grammar to effectively exchange ideas and information.• 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. Duties:• Assist with special projects, reports and data entry as assigned.• Provide general branch support as needed/assigned. Assignments may include:• Preparing or assisting with mailings.• Running branch errands including bank deposits.• Signing for packages and delivering packages to the appropriate person.• Perform any other duties and special projects as necessary! What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Office Clerk is responsible for performing daily branch office tasks such as processing paperwork, filing, maintaining records, copying, scanning documents, answering phones, directing calls to the appropriate person and front desk reception. The Branch Office Clerk relies on instructions and pre-established guidelines to perform the functions of the job. What We're Looking For * Perform daily office tasks such as filing, scanning, maintaining records, copying and other similar duties to complete tasks in a timely manner and in compliance with Firm policies and procedures. * Complete data entry using available systems and processes. • Operate office machines such as photocopiers, scanner, phone system and desktop computer. What You'll Bring * Working knowledge of administrative procedures, operating systems, electronic records, files and other standard office procedures, practices, and terminology.• Basic Knowledge of the office and computer equipment. • Background in banking or financial services industry a plus. Education & Experience * Minimum Required: High School Diploma or equivalent. * Minimum Required: 1+ years of related experience. Systems & Technology * Proficient in Microsoft Outlook, Excel, Word. #LI-AS1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function:Perform specific administrative support duties as assigned by the Administrative Services Manager to contribute to efficient company operations. Qualifications/Requirements:• Proficient computer skills; familiar with various programs to include Microsoft Outlook, Excel, Word, and Teams 365• Ability to operate a mail scale and postage machine, FedEx with Ship Manager, folding and wrapping machines, laminator, fax, various copiers and multi-line telephone• Ability to lift 20 to 70 pounds and handle large roll-a-way recycle bins• Ability to contend with considerable standing, walking, stooping and bending• Excellent filing and organizational skills and attention to detail• Ability to work in a fast-paced environment• Follow policies and procedures; maintain client confidentiality• Communicate in a clear and service oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information• 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 Duties:• Receive and sign for incoming mail packages from the U.S. Post Office, Fed Ex, and other various courier services; sort and process incoming mail items for interoffice distribution or routing to appropriate office locations; prepare packages for shipment in accordance with department standards; pick up and deliver mail within the Great Falls office complex; prepare mail pouches for the next day's operation• Prepare outgoing mail and packages based on the most cost effective method available to meet the shipper's requirements; prepare labels or postage utilizing computer software or postage meter and scale• Stock inventory and replenish copy paper throughout the Great Falls office complex; insure levels are adequate to comply with current and projected usage requirements• Collect and process recyclable products from all departments within the Great Falls complex• Pick up and deliver archived records from the storage warehouse; ensure the company's and securities industry record retention policies are followed; coordinate with appropriate departments to ensure records are removed from storage and properly disposed of when destroy dates are reached; items must be neatly organized and easy to find; conduct inspections for signs of damage and deterioration of the records• Assemble informational marketing packets; fold, stuff and prepare various mailings for different departments and programs within the company• Respond to and process requests for supplies, business cards, note pads, stationery letterhead, forms, advertising materials and other informational packets as necessary; record and account for items on various databases for billing and reorder purposes• Order, maintain and distribute various publications on a daily basis• Ensure all outgoing mail and packages are picked up by the appropriate vendor before closing the mailroom; deliver items to the vendor location if necessary; turn off and cover department equipment at the end of each day• Perform other duties as assigned What we offer:• Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for over 90 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! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: D.A. Davidson is seeking a highly motivated individual to join the Accounting Close team within the Finance organization. The Senior Accountant, Accounting Close will be responsible for performing various accounting functions and projects to ensure the accurate and timely recording and reporting of financial information for D.A. Davidson and its subsidiaries. They will interact with members of various departments. The ideal candidate has extensive knowledge of generally accepted accounting principles, excellent communication skills, and high attention to detail. The ability to take initiative and interact effectively with business partners at all levels of the organization is highly desired. Qualifications: * Bachelor's degree in accounting or finance or a minimum of 5 - 7 years of relative professional experience. * Extensive knowledge of generally accepted accounting principles. Understanding of FINRA and SEC rules and regulations pertaining to financial reporting is desirable. * Strong analytical, decision-making, and organizational skills, high integrity, and detail oriented. * Ability to self-motivate and work effectively to manage multiple projects and within strict time constraints. * Strong communication skills and ability to work collaboratively with various stakeholders, including employees, managers, and external vendors. * Proficient in Microsoft Office suite with advanced Excel skills to perform multi-faceted financial analysis. * Ability to troubleshoot and solve complex business problems with high degree of accuracy. * Excellence in business writing and ability to create accounting policy documents. * Ability to follow policies and procedures and maintain client confidentiality. * Successful completion of the FINRA SIE and Series 99 Exams (must be passed within 120 days of hire). Duties: * Participate in the financial month-end close process for D.A. Davidson Companies to include: o Collect, analyze, balance and process data from various reports and sources for posting into the general ledger system. Prepare monthly entries for posting to the general ledger as assigned. o Review and reconcile assigned accounts and post adjustments as necessary. o Analyze and evaluate financial data and prepare statements, supporting schedules and reports for review by managements. * Perform various accounting functions that lead to the production of department and firm level financial statements and reports. * Code and journalize expense, revenue and allocation items to their proper general ledger account for accurate financial statement presentation for multiple business units and subsidiaries. Reconcile various receivable and payable accounts for proper allocation, accrual and recognition of expenses and revenues. * Maintain the fixed asset database for all D.A. Davidson Companies and subsidiaries. Work with Information Technology personnel to maintain and appropriately record entries for unassigned computer inventory. Enter additions and deletions of assets in accordance with company policy. Prepare monthly journal entries to record depreciation expense, asset additions and asset disposition in the general ledgers. Reconcile balances per the fixed asset subsidiary records to the general ledger, monthly. Prepare reports as needed and requested for management and tax reporting purposes. * Prepare and file all property tax returns for D.A. Davidson Companies' multiple jurisdictions. * Account for Company events and incentive trips. * Identify and provide suggestions for process improvements. Assist with process documentation. * Assist with audit documentation as requested. * Support the Finance department on special projects and activities and perform other duties as assigned. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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 90 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! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients. What We're Looking For Supervise Financial Advisor businesses to identify patterns and trends, and mitigate risk, exposure, or loss; be familiar with underlying clients through documented client meetings, management letters, and calls. Ensure each Financial Advisor's business operates alongside the client's best interests through interactive client dialogue and correspondence. Direct the hiring, training, performance management, coaching, counseling, and employee relations for branch support staff, including the strategic allocation to support FA businesses. Develop and execute strategies to identify, prospect, and recruit Financial Advisors with an established and clean business in an effort to grow branch revenue and develop a pipeline of potential recruits. Leverage professional network, community engagement opportunities, and referrals to find new businesses and cultivate existing business. Review and approve supervisory reports and documentation for the Financial Advisors; liaise with the Firm's Home Office on escalated business reviews, trade matters, email surveillance, investment transaction approvals/rejections, and generate reports as requested. Perform the duties of a Financial Advisor by engaging with clients and prospects to identify their financial profile, provide clients with investment services that will align with their objectives and tolerance, and help them achieve their financial goals. Branch administration including budget and expenses, time card review, facilities management, and response to escalated customer, compliance, and legal matters. Stay current with industry trends and changes as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education. Identify matters that require escalation, including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy. What You'll Bring Proven success in establishing rapport with clients, and building and maintaining mutually beneficial, long-term relationships. Strong knowledge of management principles involved in workforce planning, leadership, and allocation of people and resources. Highly skilled in supervising investment businesses and ensuring the client's best interests. Ability to effectively communicate information verbally and in writing, especially information that is not easily understood. In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment. Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients. Integrity to perform job functions ethically within the boundaries of the regulatory environment. Education & Experience Minimum Required: High School degree or equivalent. Minimum Required: 5+ years' of Financial Services/Brokerage experience. Licenses & Credentials Minimum Required: FINRA Series 7 and Series 63 and 65 or Series 66; Series 8 or 9 and 10. Other licenses may be required based on branch businesses. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. #LI-AS1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: This position is responsible opening and maintaining client accounts and records in accordance with desk procedures and firm policies/ procedures. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member. Qualifications: * High school diploma. * Strong written and verbal communication skills. * Strong attention to detail. * Familiar with Microsoft Outlook, Word and Excel. * Follow policies and procedures. Maintain client confidentiality. * Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information. * 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. * Effective at time Management. Duties: * Open and review all account documents and information to contribute to complete and accurate client account information. * Identify any problems, notify appropriate personnel and follow through to resolution. * Update client accounts and ensure information is changed in all applicable systems and screens. * Review daily reports for exceptions and take the necessary action to resolve. * Assist branch associates and advisors with document completion and workflow processing * Document and update procedures as necessary or as assigned. * Perform any other tasks as assigned What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for over 90 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! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our Butte, MT branch Monday through Friday from 9:00 a.m. to 3:00 p.m. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information. Qualifications: * High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus. * Excellent communication (written and verbal), problem solving and client service skills. * Strong attention to detail and accuracy with the ability to perform semi-advanced math. * Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook). * Ability to manage multiple demands and competing priorities in a deadline-oriented environment. * Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information. * 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. Duties: * Provides professional, courteous service at all times to ensure internal and external client satisfaction. * Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations. * Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy. * Maintain daily cashiering file according to established procedures. * Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch. * Manage incoming calls and provide information as appropriate. * Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested. * Understand and utilize the Firm's desktop systems and applications and their related functionality as it applies to client service and business enhancement. * Provide backup for other support positions in the branch as assigned. * Perform any other duties and special projects as necessary. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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. 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Create innovative and engaging marketing materials designed to increase market share and sales while strengthening the value of the D.A. Davidson Companies brand. This is a mid-level design position that reports to senior employees. Qualifications: * Bachelor's degree preferred or significant coursework in Graphic Design, Visual Communication, Digital Design or related disciplines highly preferred. * Two plus years of related work experience highly preferred * Excellent verbal and written communication skills * Proficient with designing on a PC. * Must be fully capable of working in Adobe Creative Suite and delivering products within: o Photoshop o Illustrator o InDesign o PowerPoint o HTML * Online portfolio that demonstrates success in creating engaging digital and print designs * Solid foundation in typography, illustration, iconography, and layout * Must be able to deliver collateral built in print and digitally compatible * Organized with extreme attention to detail * Experience or knowledge in all areas of potential media opportunities * Ability to work independently * Ability to work collaboratively as a member of a team. * Ability to work with employees at all levels throughout the Companies. * Ability to follow policies and procedures and maintain client confidentiality * Ability to communicate in a clear, professional and service oriented manner. Duties: * Collaborates with client, editorial staff, manager and/or other project participants to understand project assignment, audience, and intended message * Assist as a print production coordinator and become proficient in all aspects of printing final products * Conduct market research * Creates original visual media that communicates the desired feeling or message in an engaging and unified way * Chooses graphics, clip art, and stock photography, as appropriate for client needs within brand guidelines * Work collaboratively and take direction from Senior Graphic Designers * Prepares drafts of design work and provides samples to editorial or other appropriate staff or departments for review * Revises projects as necessary based on collaborative feedback process * Adhere to project deadlines * Performs other related duties as assigned What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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. 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function:Use knowledge and skills obtained through education and job experience to continuously support users from multiple business groups within DA Davidson. The position will adhere to ITIL principals and be responsible for the resolution and/or escalation of various hardware and software issues, both in-person and remotely. Requirements/Qualifications:• Working knowledge of a Service Desk including ticketing systems, phone system, supporting business applications, workflows and processes• Proficient knowledge of basic computer hardware• Bachelor's degree in field of specialty or equivalent IT Support experience• Proficient computer skills and knowledge of software packages and their applications to include Microsoft Office and Microsoft operating systems• Excellent communication skills, both oral and written; ability to communicate technical directions, both in person and over the phone to people with a wide variety of technical expertise• Excellent customer service skills; ability to work successfully with a variety of personalities and various management levels• Familiar with department policies, processes and procedures• Consistently treat others with respect and maintain professional attitude and behavior• Ability to work a variety of shifts• Ability to safely lift and carry as much as 35 pounds• Experience working in a team-oriented, collaborative environment• Highly self-motivated and self-directed• Organized and detail oriented• Ability to work in a fast-paced, regulatory, and time sensitive environment• Ability to triage and identify when escalation is necessary• Problem solving skills and critical thinking• Maintain or ability to obtain ITIL foundation certification within 1 year of start date Duties:• Respond, resolve, and escalate incidents or requests, both in person and over the phone, in a timely manner• Attain performance goals set by management for resolving incidents and requests.• Be logged into the support queue defined hours; provide escalation support and satisfactory customer service• Troubleshoot and assist D.A. Davidson Companies' employees with using their computer and computer peripherals, applications and security credentials• Evaluate workload and capacity of computers and computer system to determine feasibility of expanding or enhancing capabilities or performance; recommend improvements to IT management• Assist in the support of business applications to include but not limited to: patching, testing, software licensing tracking, installing, upgrading, receiving application training, attending internal and external meetings, providing end user training, monitoring application performance, working with vendor support and sales, budgeting and creating documentation to end users and IT staff• Assist in the support of computer life-cycle and office technology to include but not limited to: patching, imaging, deploying, transferring user profiles, evaluating, securing, receiving training on computer O/S and hardware, maintain inventory, manage printer support agreements, work with vendor support and sales, provide documentation to end users and IT staff and help resolve incidents with computer related to the O/S, core applications or hardware that has been escalated from the Service Desk• Work with management to improve personal technical proficiency, support and customer service skills; identify and complete technical training and certifications; develop other work or career goals where progress can be tracked and discussed• Learn and adhere to all D. A. Davidson Companies' policies and procedures; attend scheduled meetings or training sessions around existing or new policies and/or procedures; recommend change to IT procedures to improve productivity and/or reduce costs• Adhere to and educate users of our defined cybersecurity best practices, which include credential management, phishing and malicious vigilance, and physical security measures.• Manage time to adhere to SLAs while maintaining service excellence• Use ITSM tools and ticketing systems for tracking and contributing to a shared knowledge base• Utilize ITIL best practices• Use and improve upon existing tools, services, and procedures• Other duties as assigned What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for 90 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.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident .We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Qualifications:• High school diploma or three years related office experience.• Strong written and verbal communication skills.• Strong attention to detail.• Strong customer service skills.• Working knowledge of general accounting principles.• Math skills• Ability to operate a PC, calculator and scanner.• Familiar with Microsoft Outlook, Word and Excel.• Follow policies and procedures. Maintain client confidentiality.• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.• 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. Duties:• Process emails and phone calls from the branches to assist with any issues or questions• Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into. • Process Goal Modifications to managed accounts in a variety of systems• Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.• Terminate managed accounts as directed to contribute to effective and efficient account administration.• Review daily reports and take the necessary actions• Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review• Act as a liaison between DA Davidson and various overlay providers or third-party managers• Document and update procedures as necessary or as assigned. • Perform any other tasks as assigned. What we offer Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Perform specific administrative support duties as assigned by the Administrative Services Manager to contribute to efficient company operations. Qualifications/Requirements: * Proficient computer skills; familiar with various programs to include Microsoft Outlook, Excel, Word, and Teams 365 * Ability to operate a mail scale and postage machine, FedEx with Ship Manager, folding and wrapping machines, laminator, fax, various copiers and multi-line telephone * Ability to lift 20 to 70 pounds and handle large roll-a-way recycle bins * Ability to contend with considerable standing, walking, stooping and bending * Excellent filing and organizational skills and attention to detail * Ability to work in a fast-paced environment * Follow policies and procedures; maintain client confidentiality * Communicate in a clear and service oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information * 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 Duties: * Receive and sign for incoming mail packages from the U.S. Post Office, Fed Ex, and other various courier services; sort and process incoming mail items for interoffice distribution or routing to appropriate office locations; prepare packages for shipment in accordance with department standards; pick up and deliver mail within the Great Falls office complex; prepare mail pouches for the next day's operation * Prepare outgoing mail and packages based on the most cost effective method available to meet the shipper's requirements; prepare labels or postage utilizing computer software or postage meter and scale * Stock inventory and replenish copy paper throughout the Great Falls office complex; insure levels are adequate to comply with current and projected usage requirements * Collect and process recyclable products from all departments within the Great Falls complex * Pick up and deliver archived records from the storage warehouse; ensure the company's and securities industry record retention policies are followed; coordinate with appropriate departments to ensure records are removed from storage and properly disposed of when destroy dates are reached; items must be neatly organized and easy to find; conduct inspections for signs of damage and deterioration of the records * Assemble informational marketing packets; fold, stuff and prepare various mailings for different departments and programs within the company * Respond to and process requests for supplies, business cards, note pads, stationery letterhead, forms, advertising materials and other informational packets as necessary; record and account for items on various databases for billing and reorder purposes * Order, maintain and distribute various publications on a daily basis * Ensure all outgoing mail and packages are picked up by the appropriate vendor before closing the mailroom; deliver items to the vendor location if necessary; turn off and cover department equipment at the end of each day * Perform other duties as assigned What we offer: * Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for over 90 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! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Bozeman, MT branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! Primary Qualifications:•Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).•High school graduate or comparable work experience. Post-secondary education preferred. •Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. •Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills. •Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math. •Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Primary Duties:•Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.•Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity. •Assist with crafting comprehensive financial plans for current and prospective clients. •Assist in developing and implementing periodic client mailings, communications and events. •Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.•Seek to innovate and streamline processes.•Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. •Adherence to all branch, firm and compliance policies, procedures, rules and regulations.•Other projects and duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. 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 90 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.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 outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios. Qualifications/Requirements:• Bachelor's degree in finance, business or a related field• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred. • Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively• Detail-oriented with an ownership mentality towards the quality of your work • Collaborative mindset with a commitment to contributing to team success. Duties: • Execute trades for fixed income and equity portfolios, including:o Build orders for individual accounts and block tradingo Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvestingo Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictionso Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team's processes• Perform any other duties and special projects as necessary Adhere to all the firm's Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:o Curiosity (avoid becoming defensive and remaining open to learning)o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)o Candor (engaging in courageous truth-telling to increase power and speed in decisions)o Awareness (tapping every emotional and intuitional resource for decisions)o Passion (discovering and allowing people to do what they do best)o Appreciation (expressing gratitude and fostering a culture of sincere cooperation) What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Office Clerk is responsible for performing daily branch office tasks such as processing paperwork, filing, maintaining records, copying, scanning documents, answering phones, directing calls to the appropriate person and front desk reception. The Branch Office Clerk relies on instructions and pre-established guidelines to perform the functions of the job. What We're Looking For • Perform daily office tasks such as filing, scanning, maintaining records, copying and other similar duties to complete tasks in a timely manner and in compliance with Firm policies and procedures. • Complete data entry using available systems and processes. • Operate office machines such as photocopiers, scanner, phone system and desktop computer. What You'll Bring • Working knowledge of administrative procedures, operating systems, electronic records, files and other standard office procedures, practices, and terminology. • Basic Knowledge of the office and computer equipment. • Background in banking or financial services industry a plus. Education & Experience • Minimum Required: High School Diploma or equivalent. • Minimum Required: 1+ years of related experience. Systems & Technology • Proficient in Microsoft Outlook, Excel, Word. #LI-AS1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.