Join our Team

Our employees are the reason for our success and, as an employee-owned company, they
share in that success. We welcome you to explore the opportunities to join our team.

Syndicate Associate

Summary:

Work with Syndicate personnel to provide both clerical and administrative support.  The Syndicate Associate will provide service and products to Financial Advisors and other broker/dealers.  Products include Certificates of Deposit (CDs), Equity Unit Investment Trusts (UITs), and Initial Public Offerings (IPO’s) as well as Secondary Stock Offerings (SEC) for both equity and preferred offerings. 

Qualifications:

Individual filling this position should have the following qualifications and skills:

  • Excellent office skills and experience working with office machines.
  • Computer proficiency (Microsoft Outlook, Word, and Excel).
  • Excellent verbal and written communication skills.
  • Strong records-keeping ability needed.
  • Will need to work well with Financial Advisors.
  • Outstanding organizational skills and attention-to-detail.
  • Must be a strong self-starter.
  • Team player, however, must be also able to work independently without direct supervision.
  • Ability to work in a high-stress environment with a number of diverse personalities.

Duties:

  • Setting up securities, accumulating, recording, and executing orders.
  • Completing and returning necessary documents for Syndicate participation. 
  • Maintaining records of Syndicate participations.
  • Communicating with Financial Advisors and other broker/dealers regarding Syndicate products and offerings.
  • Backing up other Syndicate personnel in the event of illness and/or vacations.
  • Learning all clerical and administrative functions of equity syndicate operations.
  • Posted: Apr 11, 2017

  • Location: Great Falls, MT