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Administration of shareholder votes for managed accounts.\nQualifications:\nHigh school diploma or three years related office experience\nProficient use of computer programs; experience with Microsoft Excel a necessity\nAttention to detail and accuracy\nAbility to prioritize and multi-task\nAbility to work under pressure\nAbility to work without supervision yet work as part of a team\nAbility to interact with employees and outside vendors in a professional and personable manner\nAbility and willingness to follow policies and procedures\nCommitment to maintain client confidentiality and data security\nCommunicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information\nAbility to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives\nAbility to maintain regular, reliable, in-person attendance on the job is a necessary and essential function\nDuties:\nDaily voting maintenance which includes voting, adding, and deleting new and closed accounts and keeping records of all ballots received as well as supervision of the prospectus mailings on all mutual fund purchases.\nProvide backup for Managed Assets Data Reconciliation Clerk as needed.\nPerform any other duties as assigned.\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to:\nCompany 401(k)and ESOP contribution\nGenerous sick, vacation, and maternity/parental leave\nPaid holidays\nProfessional Development Opportunities\nDiscounted personal insurance including home, auto and recreational vehicles\nCharitable gift-matching program\nDavidson Day of Giving - Our tradition of positively impacting communities in which we live and work.\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!","description_format":"text","description_chars":2397,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-07T16:51:56Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 3","filings_12m":3,"filings_prev_12m":5,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.582,"p_room":0.9,"age_days":13,"expected_fill_days":35,"reasons":["conf:0","stale_co","win:mid"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/d-a-davidson-managed-assets-operations-associate","json_url":"https://alion.io/job/d-a-davidson-managed-assets-operations-associate.json","meta":{"generated_at":"2026-10-21T12:32:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17708,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673071},"rest":"https://alion.io/mcp/rest/get_company?id=673071"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fd-a-davidson-managed-assets-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fd-a-davidson-managed-assets-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fd-a-davidson-managed-assets-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/d-a-davidson-managed-assets-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fd-a-davidson-managed-assets-operations-associate"}]}