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Job Information
D.A. Davidson Companies Operations Associate - Estates in Great Falls, Montana
Job Descriptions:
Summary/Function:Responsible for the legal transfer of assets between accounts related to estate administration process or accounts involving deceased clients. Act as contact for branches regarding death notifications and completion of account updates.
Required Experience:
Qualifications:High school diploma or three years related office experienceProficient computer skills: Microsoft Outlook, Word, Excel, and OneNoteStrong attention to detail and problem-solving skillsAble to prioritize, multi-task, and work in pressured situationsFamiliarity with legal concepts, practices, and procedures desirableAbility to review and complete transfer instructions according to established procedures, guidelines, and policies.Maintain client privacy and confidentialityExcellent communication skills, both written and verbalCustomer service or office setting experience helpfulAbility to proactively work with others in a team-oriented environment to meet service level commitments and objectivesAbility and willingness to follow policies and proceduresAbility to maintain regular, reliable, in-person attendance on the job is a necessary and essential function
Duties:Process non-standard and advanced-level requests to include replacement of lost certificates, early redemptions of certificates of deposit due to death benefit, death put options, physical and electronic asset transfers involving various account types.Review and process transfer instructions within service level requirements. Understand relevant changes and adhere to firm and department policies, procedures, and regulations.Provide support to FPs and their teams to research and resolve issues and/or questions in a collaborative manner.Responsible for creating, maintaining, and monitoring estate files until transfer of assets or update of the account is completed.Update corresponding accounts involving POA, TOD, and protected persons. Follow-up with branches regarding pending legal documentation or paperwork.Perform any other duties as assigned.
What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: Medical, Dental and VisionCompany 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leavePaid holidaysProfessional Development OpportunitiesTuition Reimbursement ($15,000 lifetime cap)Charitable gift-matching programDavidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Keyword: Operations Associate - Estates
From: D.A. Davidson Companies