Operations Associate - Managed Assets Proxy & Prospectus Administrator at D.A. Davidson Companies

The Proxy Voting Administrator manages the proxy voting process, including voting requests, escalations, reporting to the Proxy Voting Committee, and record retention. The role maintains daily proxy records, adds and deletes accounts, tracks received ballots, supervises prospectus mailings for mutual fund purchases, and provides backup support for the Managed Assets Data Reconciliation Clerk. It requires a high school diploma or three years of related office experience, Microsoft Excel proficiency, attention to detail, and reliable in-person attendance.