Cashier Receptionist

Summary/Function:

We are seeking a reliable, organized, and client-service focused Cashier Receptionist to join our Butte branch. As an important member of the branch team, this role helps create a welcoming and professional first impression for clients while supporting key cashiering and administrative functions. Success in this position requires strong attention to detail, sound judgment, outstanding client service skills, and a high level of integrity and confidentiality when handling client, advisor, branch, and company information.

This position also offers the opportunity to grow into a Client Associate role, working alongside Financial Professionals to provide meaningful client service and support. For someone interested in building a career in financial services, this is a strong opportunity to learn the business, contribute to a collaborative branch environment, and continue developing professionally over time.

This is a 30-hour-per-week position that is eligible for D.A. Davidson’s comprehensive benefits package.

Qualifications:

• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
• 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.

Duties:

• 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.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:

• 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.

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!