Cashier Receptionist

D.A. Davidson•Butte, MT

17d•Onsite

About The Position

D.A. Davidson Companies is seeking a reliable, organized, and client-service focused Cashier Receptionist to join their Butte branch. This role is crucial for creating a welcoming and professional first impression for clients while managing essential cashiering and administrative tasks. The ideal candidate will possess strong attention to detail, sound judgment, excellent client service skills, and a high level of integrity and confidentiality. This position offers a growth path towards a Client Associate role, providing an opportunity to learn the financial services business and contribute to a collaborative branch environment. This is a 30-hour-per-week position eligible for D.A. Davidson’s comprehensive benefits package.

Requirements

High School diploma, GED or comparable work 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.
Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
Ability to maintain regular, predictable attendance.

Nice To Haves

Post-Secondary education preferred.
Prior industry experience a plus.

Responsibilities

Provides professional, courteous service at all times to ensure internal and external client satisfaction.
Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
Maintain daily cashiering file according to established procedures.
Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
Manage incoming calls and provide information as appropriate.
Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
Provide backup for other support positions in the branch as assigned.
Perform any other duties and special projects as necessary.