Public Finance Executive Assistant
Posted Updated 4
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Description
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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.
Summary:
Seeking a dedicated executive assistant to provide comprehensive administrative support to a team of public finance bankers working in a fast-paced, high-energy environment. Daily responsibilities including meeting coordination and scheduling, event planning, document preparation, and helping the team adhere to compliance policies and procedures.
Key Responsibilities
- Meeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team.
- Communication and Correspondence. Prioritize all incoming correspondence and email messages for the banking team keeping strict confidentiality. Coordinate internal communications. Establish and maintain a positive working relationship with the sales team and trading desk to assist them in selling public finance issues.
- Event Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.
- Marketing. Help maintain the team’s marketing strategies on various social media platforms, and work closely with our marketing team to ensure timely and relevant distributions of marketing campaigns.
- Research. Gather/maintain data and research material from the Internet, including reports, industry publications, and public records from government organizations for the banking team business development and customer relation purposes.
- Document Preparation. Printing and binding documents for various presentations.
- Expenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.
- Perform any other duties as assigned.
Qualifications
- Strong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.
- Proven track record of success in a fast-paced and collaborative environment.
- A self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.
- Time management and organizational expertise, with the ability to prioritize a diverse workload.
- Proficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.
- Ability to multi-task and prioritize job assignments and have solid organizational skills.
- Strong communication and interpersonal skills.
- Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
- Ability to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.
- Ability to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.
- Ability to work overtime as needed.
- This role is 100% in-office Monday - Friday
- 5+ years of executive administrative work history is preferred.
What we offer
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.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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, sex, gender, gender expression, 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.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
Skills
As published by lever · 92 questions · 12 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website
Short answers (51)
- First name
- Last name
- Street
- City
- State
- Zip Code
- Country
- Email Address
- Phone Number
- If yes, what was your last year of employment with the company? Type N/A if not applicable
- Institution Name
- Location of Institution (City, State, Country)
- Degree or Certification Earned
- Attendance Start Date (MM/YYYY)
- Attendence End Date (MM/YYYY or "Present" if still enrolled)
- 1. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 2. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 3. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 4. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 5. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- Reason for Leaving
- 1. Name
- Email Address
- Phone Number
- Email Address
- Phone Number
Pick from a list (28)
- Have you ever been employed by D.A. Davidson Companies?
- Have you previously applied for employment with D.A. Davidson Companies?
- Are you legally authorized to work in the United States without sponsorship?
- Will you now or in the future require D.A. Davidson Companies to commence ("sponsor") an immigration case to lawfully employ you in the United States (for example, H-1B or other employment-based immigration case)? This is sometimes called "sponsorship" for an employment-based visa status.
- Are you able to perform the essential functions of the position(s) for which you are applying with or without reasonable accommodations?
- Have you been convicted of, or pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to any felony in the past 10 years?
- Have you been convicted of, pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to a misdemeanor involving investments or investment-related business or any fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or conspiracy to commit any of these offenses in the past 10 years?
- IMPORTANT – PLEASE READ: If you are employed by D.A. Davidson Companies, securities industry regulations require that your fingerprints be submitted to the FBI. All criminal history, including arrests and charges that did not result in a conviction, and including arrests, charges or convictions that have been expunged, will be disclosed to D.A. Davidson Companies and reviewed by a limited number of people. In addition, FINRA may require you to submit documentation regarding the incident. Conviction of or “no contest” pleas to certain crimes in the last 10 years may disqualify you from working for D.A. Davidson Companies, even if you were a minor or if the record was sealed or expunged. If you have concerns or questions, please contact D.A. Davidson Companies’ Director of Human Capital at 1-800-332-5915 optional
- Are you presently licensed in the insurance or securities industry? If so, are the disclosures on your Form U-4 up to date?
- Have you ever been licensed in the insurance or securities industry?
- If you answered “Yes” to either licensing question above, have you ever been disciplined by a regulatory authority, or had a license suspended or revoked?
- If you are hired by D.A. Davidson Companies, do you acknowledge that you will be required, in accordance with firm policy and as a condition of employment, to move your securities accounts (limited exceptions for certain account types) to D.A. Davidson Companies within 60 days of your hire?
- Has a bonding company ever denied, paid out on, or revoked a bond for you?
- Do you have an unsatisfied judgements or liens against you?
- What is the highest level of education you have completed?
- Please provide your employment history below. If you have not had 5 employers, please fill what you can and write "N/A" for the remainder of your answers. If you have had more than 5 employers, please enter the 5 that are most recent.
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Please provide professional references below
- Relationship
- How long have you know this reference?
- Relationship
- How long have you know this reference?
- Under Maryland law, an employer may not require or demand, as a condition of employment, prospective employment, or continued employment, that an individual submit to or take a polygraph examination or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100. optional
- It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. optional
Written answers (12)
- Additional Training or Certifications optional
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- 2. Name
- Please list all employees of D.A. Davidson Companies with whom you are acquainted, and indicate whether you are related
Attachments (1)
- If you have a cover letter you would like to share with the hiring team, please do so here. optional