---
title: 'Public Finance Executive Assistant at D.A. Davidson'
canonical: 'https://feeny.ai/job/public-finance-executive-assistant-d-a-davidson-salt-lake-city-sefngyrq4z1j'
type: 'job'
last_seen: '2026-11-05'
---

# Public Finance Executive Assistant at D.A. Davidson

- **Company:** D.A. Davidson
- **Location:** Salt Lake City, UT
- **Compensation:** $34–$37/hr
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-07-29
- **Last confirmed live:** 2026-11-05
- **Apply:** https://jobs.lever.co/dadavidson/804eeedb-5869-4c35-8f2e-a48fa8f79f10

## Job 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.

## About D.A. Davidson

## Company Overview
- **One-liner**: D.A. Davidson is a full-service investment firm providing wealth management, capital markets, investment banking, and fixed income services to individuals, corporations, and institutions.
- **Entity Type**: Private (employee-owned)
- **Headquarters**: Great Falls, Montana, USA
- **Founded**: 1935
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Financial Services
- **Target customers**: B2C (individuals and families), B2B (corporations, institutions, middle market companies)
- **Mission**: Deliver confidence for what’s next by combining deep expertise with personalized guidance and the strength to scale.

## Products & Services
- **Wealth Management**: Personalized financial planning and advisory services for individuals and families (Service).
- **Trust Services**: Estate and trust administration (Service).
- **Investment Management**: Discretionary portfolio management through Davidson Investment Advisors (Service).
- **Equity Capital Markets**: Institutional research, sales, and trading focused on the middle market (Service).
- **Investment Banking**: M&A advisory, capital raising, and strategic transactions for middle market companies (Service).
- **Fixed Income Capital Markets**: Underwriting, sales, and trading of municipal and other fixed income securities (Service).

## Market Standing
- **Valuation**: Not disclosed (private company)
- **Key Metric**: Annual Revenue of $778M (LinkedIn estimate)
- **Notable Investors/Partners**: Employee-owned; no external investors listed. Partners include national exchanges and middle market clients.
- **Growth Signals**: Headcount of 923 (+4.7% YoY); LinkedIn followers grew 31.8% in the past year; 10 offices across the U.S. (including New York, Denver, Seattle, Omaha, Great Falls); conflicting headcount of 1,144 reported on Built In (likely includes all affiliates).

## Competitive Advantages
- **Employee-owned structure** aligns incentives with long-term client relationships.
- **90-year track record** and deep ties to the middle market.
- **Nationally recognized research** team provides proprietary insights.
- **Full-service platform** combines wealth management, capital markets, and investment banking under one roof.
- **Personalized approach** with a culture rooted in community and responsibility.

## Strategic Focus
- Expand middle market investment banking and institutional research.
- Grow the advisor network through the Advisor Development Program and apprentice programs.
- Invest in technology (e.g., AI & Automation Engineer role, Azure Cloud Engineer) to modernize operations.
- Continue to offer both remote and on-site roles to attract talent across the Davidson footprint.

## Why Work Here
- **Culture**: Employee-owned with a collaborative, values-driven environment. LinkedIn rating 3.5/5 (244 reviews) with Work-Life 3.7, Compensation 3.4, Culture 3.7.
- **Work model**: Hybrid/remote options for certain roles (e.g., Azure Cloud Engineer, Compliance Associate); many roles are on-site at various U.S. offices.
- **Benefits**: Employee stock purchase plan, family medical leave, healthcare, apprenticeship programs, job training and talent development.
- **Perks**: Nine-week paid summer internships for wealth management, research, and corporate functions; three-year paid Apprentice Financial Advisor Program.
- **Engineering culture**: Roles like Senior Software Engineer, AI & Automation Engineer suggest a growing tech team supporting financial platforms.

## Sources
1. [dadavidson.com - About Us](https://www.dadavidson.com/About-Us)
2. [dadavidson.com - Careers](https://www.dadavidson.com/Careers)
3. [LinkedIn - D.A. Davidson Companies](https://linkedin.com/company/d-a--davidson-&-co-)
4. [Built In - D.A. Davidson Companies](https://builtin.com/company/da-davidson-companies)
5. [Lever.co - D.A. Davidson Careers](https://jobs.lever.co/dadavidson)

## Other roles at D.A. Davidson

- [Client Associate](https://feeny.ai/job/client-associate-d-a-davidson-everett-ndrgmbssp2cb) — Everett, WA
- [Experienced Investment Banking Analyst 1 or 2, Diversified Industrials Group](https://feeny.ai/job/experienced-investment-banking-analyst-1-or-2-diversified-industrials-group-d-a-hhq7dkqvqpn3) — Boston, MA
- [Experienced Investment Banking Analyst 2, Tech Group](https://feeny.ai/job/experienced-investment-banking-analyst-2-tech-group-d-a-davidson-new-york-nrp7ek1qke4g) — New York, NY
- [Cashier, Receptionist](https://feeny.ai/job/cashier-receptionist-d-a-davidson-claremont-pfzhv9j8znqh) — Claremont, CA
- [Operations Associate](https://feeny.ai/job/operations-associate-d-a-davidson-great-falls-g8bp2414gjwa) — Great Falls, MT
- [Investment Solutions Consultant](https://feeny.ai/job/investment-solutions-consultant-d-a-davidson-davidson-footprint-ha95kj94epgd) — Davidson Footprint
- [IT Systems Administrator](https://feeny.ai/job/it-systems-administrator-d-a-davidson-denver-xhqdq1r19wav) — Denver, CO
- [Client Associate or Registered Client Associate](https://feeny.ai/job/client-associate-or-registered-client-associate-d-a-davidson-newport-beach-9t2m2m342gb5) — Newport Beach, CA
- [Client Associate](https://feeny.ai/job/client-associate-d-a-davidson-medford-j88bp8j2s0bz) — Medford, OR
- [Dividend & Reorganization Associate](https://feeny.ai/job/dividend-reorganization-associate-d-a-davidson-great-falls-dcpgdxfxymfm) — Great Falls, MT