{"id":672833,"url":"https://alion.io/job/dadavidson-public-finance-executive-assistant","title":"Public Finance Executive Assistant","company":{"id":673071,"name":"D.A. Davidson","domain":"dadavidson.com","url":"https://alion.io/company/dadavidson","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":82,"open_postings":11,"ghost_share":0,"stale_share":0.727,"repost_share":0,"time_to_fill_p50_days":38,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Administrative","role_family":"Administrative","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Salt Lake City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":34,"max":37,"currency":"USD","period":"hour","gross":null,"usd_annual":74000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-29T20:29:41Z","employer_posted_date":"2026-07-29","last_verified_at":"2026-10-29T14:47:18Z","board_verified":true,"closed_at":null,"days_open":91,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":91},"description":"Summary:\nSeeking 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.\nKey Responsibilities\nMeeting Coordination and Calendar Maintenance. Coordinate and schedule large meetings with both internal and external parties. Maintain calendars and coordinate events for our internal team.\nCommunication 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.\nEvent Planning. Plan and coordinate various events throughout the year. Includes booking venues, ordering swag, coordinating guest lists.\nMarketing. 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.\nResearch. 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.\nDocument Preparation. Printing and binding documents for various presentations.\nExpenses. Coordinate payment of underwriting expenses and invoice distribution. Gather and submit expense reports for the team.\nPerform any other duties as assigned.\nQualifications\nStrong attention to detail, efficient and accurate communication, proofreading, research, filing and other administrative skills to effectively execute normal daily functions of the position.\nProven track record of success in a fast-paced and collaborative environment.\nA self-starter with acute attention to detail, and superior critical thinking and problem-solving skills.\nTime management and organizational expertise, with the ability to prioritize a diverse workload.\nProficiency with the Microsoft 365 Suite specifically Outlook, Excel, and PowerPoint.\nAbility to multi-task and prioritize job assignments and have solid organizational skills.\nStrong communication and interpersonal skills.\nAbility to apply good judgment and appropriately handle sensitive or confidential information and situations.\nAbility to work with minimal supervision either independently or as a team member, under strict time constraints and handle high-pressure situations.\nAbility to learn and comply with FINRA, SEC and MSRB regulations, as well as company and division operations, policies and procedures.\nAbility to work overtime as needed.\nThis role is 100% in-office Monday - Friday\n5+ years of executive administrative work history is preferred.\nWhat we offer\nCompetitive salary plus excellent benefits and perks including, but not limited to:\nMedical, Dental and Vision\nCompany 401(k)and ESOP contribution\nGenerous sick, vacation, and maternity/parental leave\nPaid holidays\nProfessional Development Opportunities\nTuition Reimbursement ($15,000 lifetime cap)\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.","description_format":"text","description_chars":3489,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Public Finance","Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-09-10T22:33:27Z"}],"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":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.393,"p_room":0.28,"age_days":91,"expected_fill_days":38,"reasons":["conf:3","stale_co","win:tail","crowd:"],"computed_at":"2026-10-29T05:49:05Z"},"pay":{"stated_usd_annual":74000,"is_top_pay":false},"html_url":"https://alion.io/job/dadavidson-public-finance-executive-assistant","json_url":"https://alion.io/job/dadavidson-public-finance-executive-assistant.json","meta":{"generated_at":"2026-10-29T14:50:55Z","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":22384,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"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%2Fdadavidson-public-finance-executive-assistant"},{"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%2Fdadavidson-public-finance-executive-assistant"},{"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%2Fdadavidson-public-finance-executive-assistant"},{"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/dadavidson-public-finance-executive-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdadavidson-public-finance-executive-assistant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":672833}},{"tool":"search_jobs","arguments":{"company":"dadavidson.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":672833},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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