Cashier, Receptionist

D.A. Davidson•Pasadena, TX

About The Position

D.A. Davidson Companies is seeking a reliable, enthusiastic, organized, and client-service-focused Cashier Receptionist to join a branch office. The role primarily performs financial-services cashiering, receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. It requires strong attention to detail, excellent client service, and integrity and confidentiality when handling client, advisor, branch, and company information. The Cashier Receptionist provides courteous service to internal and external clients, processes deposits and client checks, maintains cashiering records, handles incoming calls, and supports branch events, meetings, and other branch operations. The position also requires using the Firm’s desktop systems and applications, following branch and compliance procedures, and providing backup support for other branch roles as assigned.

Requirements

High school diploma, GED, or comparable work experience.
Excellent written and verbal communication, problem-solving, and client-service skills.
Strong attention to detail and accuracy, with the ability to perform semi-advanced math.
Proficient computer skills, including working knowledge of Microsoft Word, Excel, and Outlook.
Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
Ability to communicate clearly and in a service-oriented manner using appropriate professional language and grammar.
Ability to work proactively with external and internal clients and relate professionally to accomplish work responsibilities and objectives.
Ability to maintain regular, predictable attendance.

Nice To Haves

Post-secondary education.
Prior industry experience.

Responsibilities

Provide professional, courteous service to ensure internal and external client satisfaction.
Maintain working knowledge of the Branch Guide to Operations and adhere to Branch, Firm, and Compliance policies, procedures, rules, and regulations.
Process stock certificates and check deposits, and issue and mail client checks accurately.
Maintain the daily cashiering file according to established procedures.
Assist with planning and executing branch events, such as holiday parties and client appreciation events.
Manage incoming calls and provide information as appropriate.
Participate in weekly and monthly meetings and prepare and disseminate information to appropriate personnel as requested.
Understand and use the Firm’s desktop systems and applications and related functionality for client service and business enhancement.
Provide backup for other branch support positions as assigned.
Perform other duties and special projects as necessary.