Administrative Assistant - D.A. Davidson Companies

D.A. Davidson & Co.
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 communitiesand giving back is one of our core values.

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Key Responsibilities

1. Marketing and Event Coordination
a. Maintain and update office calendars for conferences, events, marketing initiatives, and vacations.
b. Submit advertising approval forms and manage ad compliance
c. Complete registration forms and manage payments for conferences and events
d. Organize and order event materials and coordinate banker participation
e. Maintain filing systems for events and marketing approvals
f. Prepare and distribute weekly Market Updates
g. Assist with holiday cards and gift packages, and create annual marketing materials
2. Financial and Office Management
a. Balance monthly general ledger expenses and prepare accounting forms
b. Monitor and order office supplies, ensuring available at all times
c. Manage vendor relations for coffee supplies and water coolers
d. Maintain an updated deal list and support the preparation of proposals
e. Perform daily checks on postage meters and manage copier/printer supplies
3. Administrative Support
a. Submit and track banker expense reimbursement reports
b. Process invoices and manage payment reminders
c. Coordinate office volunteer events, wellness exams, and holiday party.
d. Provide support to the Senior Public Finance Associate with RFPSs, proposals, and special projects
e. Review and file banker emails
f. Assemble meeting documents and manage mailing requests
g. Offer phone coverage and coordinate office/facility maintenance requests
h. Impact Workflow Data Base

Qualifications
1. Proficiency with Microsoft Suite (PowerPoint, Excel, Word, and Outlook)
2. Strong organizational and multitasking abilities
3. Ability to work independently and meet deadlines consistently.

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.