Qualifications
• High School diploma, GED, or equivalent work experience is required. Post-secondary education is preferred, with prior industry experience being a plus.• Strong communication skills (both written and verbal), problem-solving capabilities, and a client-service orientation.• Exceptional attention to detail and accuracy, along with the ability to perform semi-advanced math.• Proficient in computer skills, particularly in Microsoft Word, Excel, and Outlook.• Capable of managing multiple tasks and conflicting priorities in a deadline-driven environment.• Clear and service-oriented communication skills, using professional language and grammar to effectively share ideas and information.• Proactive in working with both external and internal clients, relating professionally to achieve work objectives.• Consistent and reliable attendance is essential.
About the job
D.A. Davidson Companies is a prestigious, employee-owned organization with a legacy of excellence spanning over 90 years. We are committed to upholding the highest standards of integrity and ethics while delivering exceptional service to our clients and each other. Our culture is built on friendliness, open communication, and supportive engagement, fostering an environment where we can all thrive. We believe in enhancing our clients’ financial well-being and actively contribute to strengthening local communities, embodying our core value of giving back. Discover more about our culture and impact in our latest annual report.
Position Overview:
We are on the lookout for a dependable, enthusiastic, and organized Cashier Receptionist to become a vital part of our branch team. This role focuses on delivering financial services cashiering tasks as well as providing receptionist duties and administrative support to the Branch Operations Manager and/or Branch Manager. As an essential member of our branch, you will need to display meticulous attention to detail, exceptional client service skills, and uphold a high standard of integrity and confidentiality regarding client, advisor, branch, and company information.
About D.A. Davidson Companies
D.A. Davidson Companies stands as a beacon of integrity and client service excellence in the financial services industry. As a 100% employee-owned company, we pride ourselves on our rich heritage and commitment to our clients and communities.