Special Projects Coordinator & Executive Assistant

Full-time - Entry Level

Great Falls, MT

About the position

D.A. Davidson seeks a full-time Special Projects Coordinator and Executive Assistant to join our dynamic team. The position will provide multiple duties supporting special projects as well as coordinating corporate office activities, schedules and initiatives. This position is an opportunity for a highly organized, detail-oriented individual with outstanding interpersonal skills, a strong sense of initiative to play a critical role in the advancement of the firm. This person must also thrive in a fast-paced environment supporting and organizing multiple tasks and assignments efficiently and effectively.

Responsibilities

• Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks, including attending and participating in confidential meetings.
• Coordinate and support the Corporate Officers’ activities, including calendar management, travel arrangements, coordination of internal and external meetings, and communication with other firm Sr. Officers, board members, and associates.
• Compose, edit and review routine and advanced highly confidential correspondence, including letters, memoranda and reports.
• Provide assistance, troubleshoot problems, provide advice and input as requested.
• Read and prioritize incoming mail and email messages, including information and meeting requests. Greet and screen callers and visitors, take phone messages, and assist callers when possible.
• Maintain and organize accurate records and filing systems, with an expectation that the majority of files will be maintained electronically.
• Plan, organize and prioritize work to meet deadlines and accomplish tasks within established timeframes.
• Assist in the maintenance and support of various corporate projects and/or administration of systems.
• Assist with community involvement projects and other Employee and Corporate giving campaigns or events.
• Plan and execute, or assist in the planning and organizing, of special events that emanate from the corporate office.

Requirements

• Previous experience with special project assignments and administration.
• Previous experience as an Executive Assistant.
• Ability to work independently and in pressure situations with minimal direction.
• Sound judgment, initiative and good decision-making and organizational skills.
• Previous experience in handling highly sensitive and confidential information.
• Good English grammar, spelling, and proofreading skills.
• Strong attention to detail.
• Thorough knowledge of Microsoft Products: Outlook, Word, Power Point and Excel and the ability to learn additional programs.
• Excellent telephone, communication and human relations skills.

Benefits

• 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.