Cashier, Receptionist

D.A. Davidson • Medford, OR

23h • Onsite

About The Position

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. They are dedicated to conducting business with the highest standards of integrity and ethics, delivering outstanding service to clients and fostering a friendly, open, and supportive culture. The company encourages candid communication and productive engagement, and values strengthening local communities through giving back. The Cashier Receptionist role is a branch-critical position primarily responsible for executing financial services cashiering duties, performing receptionist duties, and providing administrative support for the Branch Operations Manager and/or Branch Manager. This role demands attention to detail, outstanding client service skills, and a high level of integrity and confidentiality regarding client, advisor, branch, and company information.

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.

Benefits

• Competitive salary
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees