Compliance & Operations Coordinator

📋 Description

• Senior associate on the D.A. Davidson Trust Company (DTC) team
• Support DTC operations and compliance testing per risk program
• Contribute to effective business operations and risk management
• Assist Compliance Officer and Operations team in daily tasks
• Attend weekly Risk Committee meetings; log compliance projects
• Coordinate corporate actions and routine operations reporting

🎯 Requirements

• High School diploma or equivalent; Associate/Bachelor’s a plus
• Effective verbal and written communication
• Analytical, detail-oriented; manage client and firm priorities
• Strong computer skills; MS Office; learn proprietary systems
• Maintain client confidentiality
• Team player; reliable attendance; overtime as needed

🎁 Benefits

• Medical, Dental and Vision coverage
• Company 401(k) and ESOP contributions
• Generous sick, vacation, and parental leave
• Paid holidays
• Professional development opportunities
• Tuition reimbursement ($15,000 lifetime cap)
• Discounted personal insurance (home, auto, etc)
• Davidson Day of Giving – community impact