Public Finance Executive Assistant
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$36-$41/hour
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
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 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:
Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities including meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.
Key Responsibilities
- Meeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team.
- Communication and Correspondence. Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality. Coordinate internal communications. Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
- Event Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.
- Marketing. Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
- Research. Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes.
- Document Preparation. Printing and binding documents for various presentations.
- Expenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.
- Perform any other duties as assigned.
Qualifications
- Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.
- Proven track record of success in a fast-paced and collaborative environment.
- A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.
- Time management and organizational expertise, with the ability to prioritize a diverse workload.
- Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
- Ability to multi-task and prioritize job assignments and have solid organizational skills.
- Strong communication and interpersonal skills.
- Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
- Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
- Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.
- Ability to work overtime as needed.
- This role is 100% in-office Monday - Friday
- 5+ years of executive administrative work history is preferred.
What we offer
Competitive salary plus excellent benefits and perks including, but not limited to:
Company 401(k)and ESOP contribution
Paid holidays
Tuition Reimbursement ($15,000 lifetime cap)
Charitable gift-matching program
The potential base pay hiring range for this role is $36.00 - $41.00 per hour. 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.
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.
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FAQs About Public Finance Executive Assistant Jobs at D.A. Davidson
What is the work location for this position at D.A. Davidson?
This job at D.A. Davidson is located in Salt Lake City, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at D.A. Davidson?
Candidates can expect a pay range of $36–$41 per hour for this role.
What employment applies to this position at D.A. Davidson?
D.A. Davidson lists this role as a Full-time position.
What experience level is required for this role at D.A. Davidson?
D.A. Davidson is looking for a candidate with "Senior-level" experience level.
What benefits are offered by D.A. Davidson for this role?
D.A. Davidson offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Parental and Family Leave, Career Development, 401k Matching/Retirement Savings, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at D.A. Davidson?
You can apply for this role at D.A. Davidson either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.