Cashier Receptionist

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Job Description

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 exceptional service to our clients and each other. We support a friendly, open and respectful 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, enthusiastic, 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. This is a part-time position, expected to work 30 hours per week.

Experience and Skills

Primary Qualifications:

• 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.

Primary Duties:

• Present a welcoming and professional attitude and courteous client service.
• Manage incoming calls and provide information as appropriate.
• Receive, sort and process incoming and outgoing mail and correspondence.
• Process stock certificates, check deposits.
• Issue and mail client checks with a high degree of accuracy.
• Follow AML and regulatory procedures.
• Maintain daily cashiering file according to established procedures.
• Other projects and duties as assigned.