Cashier Receptionist

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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. You can learn more about our company culture and impact in our latest annual report.

We are currently seeking a reliable, hardworking, organized, and client-service focused Cashier Receptionist to join our branch. This Cashier Receptionist is the first point of contact for our clients, guests and callers and is responsible for executing financial services cashiering and administrative duties. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, Advisor, branch and company information.

Required Experience:

• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Previous work experience in an office setting preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook).
• High School diploma, GED or comparable work experience. Post-Secondary education preferred.
• Ability to maintain regular, predictable attendance.

• Present a welcoming and professional attitude and courteous client service.
• Handle incoming calls and provide information as appropriate.
• Receive, sort and process incoming and outgoing mail and correspondence.
• Process stock certificates, check deposits.
• Follow AML and regulatory procedures.
• Maintain daily cashiering file according to established procedures such as, performing daily deposits and issuing outgoing checks.
• Other projects and duties as assigned!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies