Executive Assistant

About the Company

D.A. Davidson Companies provides financial advice and investment banking expertise to individual and institutional investors, businesses, and government organizations. The firm focuses on practical, tailored guidance, respected research, and capital markets support for clients working toward important strategic objectives.

Role Overview

D.A. Davidson is seeking a driven Executive Assistant to support the Capital Advisory Banking team in New York. This is a fast-paced, high-performance environment where the role plays an important part in keeping business operations running smoothly, supporting employee engagement, and contributing to the overall office atmosphere. The position works closely with senior bankers who handle complex client relationships, active transactions, and substantial engagement with outside stakeholders. Strong judgment, initiative, and the ability to work independently are essential.

Key Responsibilities

The Executive Assistant will serve as a dependable coordination partner for senior leaders, keeping priorities organized and schedules aligned. The role includes managing complex calendars, arranging meetings across teams and time zones, handling travel arrangements, overseeing expenses with accuracy, maintaining CRM data, and preparing reports when needed. The assistant will also support invoicing, presentation assembly, event coordination, team-building activities, and backup coverage for other assistants as required.

Qualifications

Applicants should bring at least 5 years of experience as an Executive Assistant supporting multiple executives. Background in financial services is helpful but not mandatory. This position requires five days per week on site, and experience with remote or distributed teams is preferred. The ideal candidate has strong organizational skills, can manage competing priorities in a deadline-sensitive setting, communicates clearly, works well with others, and handles confidential matters with discretion and good judgment. Comfort with MS 365 tools, especially Outlook, Word, Excel, and PowerPoint, is important, along with familiarity using CRM systems and producing internal reports. The role may require overtime and occasional travel for events or conferences.

Additional Information

The company offers a competitive compensation package and participates in variable compensation programs. Benefits include medical, dental, and vision coverage; 401(k) and ESOP contributions; generous sick, vacation, and maternity/parental leave; paid holidays; professional development opportunities; tuition reimbursement up to a $15,000 lifetime cap; discounted personal insurance for home, auto, and recreational vehicles; a charitable gift-matching program; and Davidson Day of Giving community initiatives.

Equal Opportunity and Accommodation

D.A. Davidson is committed to maintaining an inclusive workplace and is an equal opportunity employer. Hiring decisions are made without regard to race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. Reasonable accommodations are available for applicants and employees with disabilities during the hiring process, job performance, and access to employment benefits.

Application Acknowledgment

Applicants must complete all questions accurately. By submitting an application, you confirm that the information provided is true and complete, and you understand that any false statement or omission may remove you from consideration or lead to termination if hired. California applicants should review the company’s California Resident Privacy Policy.

Compensation

The expected base pay range for this role is $45.67 to $51.92 per hour. Final pay will depend on factors such as skills, relevant experience, and geographic location. The position is also eligible for applicable variable compensation programs.