Operations Associate - Managed Assets Proxy & Prospectus Administrator
Dadavidson · Great Falls, MT
Posted 6 days ago
or apply directly on Dadavidson's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 6 days Dadavidson's roles stay open a median of 44 days
- Reposted
- No
- Salary listed
- No 31% of Dadavidson's roles list one
- Ghost-job risk at Dadavidson
- low 0 stale, 1 reposted of 39 open
- Hiring momentum
- 62 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Dadavidson's own lever board since 2026-08-04. Full hiring picture for Dadavidson.
About this role
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
- 4/5
- freshness
- 5/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Dadavidson as an employer.
What you need
- 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 you get
- 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
Worth weighing
- 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
Summarised from Dadavidson's posting. Read the full original.
Listed by Dadavidson on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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