Retirement Plans Analyst

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning almost 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open, and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values.

Summary/Function:
The Retirement Plan Analyst is responsible for providing comprehensive analytical support and handling the day-to-day transactional administration of the company’s retirement plans, both the 401(K) and the Employee Stock Ownership Plan (ESOP), in compliance with plan documents and legislation.

Experience and Skills