Administrative Services Technician

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 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.

Perform specific administrative support duties as assigned by the Administrative Services Manager to contribute to efficient company operations.

• Proficient computer skills; familiar with various programs to include Microsoft Outlook, Excel, Word, and Teams 365

• Ability to operate a mail scale and postage machine, FedEx with Ship Manager, folding and wrapping machines, laminator, fax, various copiers and multi-line telephone

• Ability to lift 20 to 70 pounds and handle large roll-a-way recycle bins

• Ability to contend with considerable standing, walking, stooping and bending

• Excellent filing and organizational skills and attention to detail

• Ability to work in a fast-paced environment

• Follow policies and procedures; maintain client confidentiality

• Communicate in a clear and service oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information

• Ability to proactively work with both external and internal clients; relate with others in a professional manner in order to accomplish work responsibilities and objectives

• Ability to maintain regular, predictable attendance

• Receive and sign for incoming mail packages from the U.S. Post Office, Fed Ex, and other various courier services; sort and process incoming mail items for interoffice distribution or routing to appropriate office locations; prepare packages for shipment in accordance with department standards; pick up and deliver mail within the Great Falls office complex; prepare mail pouches for the next day’s operation

• Prepare outgoing mail and packages based on the most cost effective method available to meet the shipper’s requirements; prepare labels or postage utilizing computer software or postage meter and scale

• Stock inventory and replenish copy paper throughout the Great Falls office complex; insure levels are adequate to comply with current and projected usage requirements

• Collect and process recyclable products from all departments within the Great Falls complex

• Pick up and deliver archived records from the storage warehouse; ensure the company’s and securities industry record retention policies are followed; coordinate with appropriate departments to ensure records are removed from storage and properly disposed of when destroy dates are reached; items must be neatly organized and easy to find; conduct inspections for signs of damage and deterioration of the records

• Assemble informational marketing packets; fold, stuff and prepare various mailings for different departments and programs within the company

• Respond to and process requests for supplies, business cards, note pads, stationery letterhead, forms, advertising materials and other informational packets as necessary; record and account for items on various databases for billing and reorder purposes

• Order, maintain and distribute various publications on a daily basis

• Ensure all outgoing mail and packages are picked up by the appropriate vendor before closing the mailroom; deliver items to the vendor location if necessary; turn off and cover department equipment at the end of each day

• Perform other duties as assigned

• Competitive salary plus excellent benefits and perks including, but not limited to:  

• 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.  

D.A. Davidson has been in business for over 90 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!