Cashier Receptionist

About the Role

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 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.

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

Requirements

• 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

Benefits

• 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.

Schedule

30 hours per week