Trust Operations Associate

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Trust Operations Associate. You’ll work closely with the Trust Operations Team to deliver an exceptional client experience by diligently administering and managing trust accounts.

Experience and Skills

Qualifications:
*High School diploma and/or equivalent work experience.
*Previous experience in the financial service industry or operations is a plus.
*Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
*Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
*Detail oriented with strong organizational and problem-solving skills.
*Excellent communication skills with the abilit...