HHiring Reality
← Dadavidson

Operations Associate - Managed Assets Proxy & Prospectus Administrator

Dadavidson
Location
Great Falls, MT
Posted
10 days ago
Department
Operations
What they actually want (must-haves)
  • High school diploma or three years related office experience
  • Experience with office machines (fax, copier, adding machine, etc.)
  • Proficient use of computer programs; experience with Microsoft Excel a necessity
  • Attention to detail and accuracy
  • Ability to prioritize and multi-task
  • Ability to work under pressure
What the job really is

The Operations Associate will manage the proxy voting process, including escalating voting requests and reporting to the Proxy Voting Committee, while ensuring proper record retention. Daily tasks involve maintaining proxy records, supervising prospectus mailings for mutual fund purchases, and providing backup support for data reconciliation as needed.

Benefits
  • Competitive salary plus excellent benefits and perks
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Discounted personal insurance including home, auto and recreational vehicles
Things to weigh
  • No specific salary listed; compensation will be determined on a case-by-case basis
  • Role involves significant attention to detail and accuracy, which may be stressful under pressure
  • Limited information on career advancement opportunities within the role
Job score3.2/5
Benefits4/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

Applying to Dadavidson?

See how your résumé matches this role — and tailor it from what actually gets interviews.

Calculate resume scoreGenerate resume to apply
Job Link →