Cashier, Receptionist

D.A. Davidson • Pasadena, CA

6d • $22 - $25

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 is a branch-critical position requiring attention to detail, outstanding client service, and integrity and confidentiality when handling client, advisor, branch, and company information.

The Cashier Receptionist serves internal and external clients, processes financial transactions, manages incoming calls, supports branch events and meetings, and uses the Firm’s desktop systems and applications to support client service and business enhancement. The employee also provides backup for other branch support positions as assigned.

D.A. Davidson describes itself as an independent, employee-owned company with a 90-year history and emphasizes integrity, ethics, a supportive culture, and giving back to local communities. The role offers a base pay hiring range of $22.00 to $25.00 per hour; compensation is determined case by case based on factors including skills, relevant work experience, and geographic location.

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 to others professionally to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
• Integrity and confidentiality when handling client, advisor, branch, and company information.

Nice To Haves

• Post-secondary education preferred.
• Prior industry experience is a plus.

Responsibilities

• Provide professional, courteous service to support internal and external client satisfaction.
• Maintain working knowledge of the Branch Guide to Operations and comply with 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, including holiday parties and client appreciation events.
• Manage incoming calls and provide information as appropriate.
• Participate in weekly and monthly meetings; 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.

Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contribution.
• Generous sick and vacation leave.
• Maternity/parental leave.
• Paid holidays.
• Professional development opportunities.
• Tuition reimbursement with a $15,000 lifetime cap.
• Charitable gift-matching program.
• Davidson Day of Giving, a tradition of positively impacting communities where employees live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED