Cashier Receptionist
reputed company is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of reputed company and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage reputed company communication and productive engagement that reputed company our companies and each of us reputed company. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our reputed company. As part of a larger reputed company office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the reputed company Operations Manager and/or reputed company Manager. This reputed company-critical role requires attention to detail, outstanding client service skills, and a high level of reputed company and confidentiality with respect to client, advisor, reputed company, and company information. This is a part-time position.
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 reputed company semi-advanced math.
•Proficient computer skills (working knowledge of reputed company Word, reputed company 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 reputed company 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 reputed company times to ensure internal and external client satisfaction.
•Maintain a working knowledge of reputed company Guide to Operations and ensures adherence to reputed company reputed company, Firm and Compliance policies, procedures, rules and regulations.
•Process stock certificates and reputed company 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 reputed company.
•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 reputed company functionality as it applies to client service and business enhancement.
•Provide backup for other support positions in the reputed company as assigned.
•reputed company any other duties and special projects as necessary.
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.
Additional Information
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of reputed company employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national reputed company, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer reputed company questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that reputed company statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California reputed company Privacy Policy.
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