Cashier, Receptionist

D.A. Davidson Companies; Bellevue (WA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP

Generous leave and holidays

Professional development opportunities

Tuition reimbursement

Charitable gift-matching program

Job summary

D.A. Davidson Companies is seeking a reliable Cashier Receptionist to join our Bellevue branch. This role focuses on creating a welcoming first impression, handling cashiering tasks, and supporting branch administration with discretion and integrity.

The position offers opportunities to grow into a Client Associate role while working with Financial Professionals to deliver client service and support. A strong emphasis on accuracy, confidentiality, and professional communication will help you

Qualifications

• High School diploma or GED; post-secondary education preferred
• Excellent communication, problem solving and client service skills
• Strong attention to detail and accuracy with the ability to perform semi-advanced math
• Proficient computer skills (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
• Ability to proactively work with both external and internal clients; maintain regular attendance

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 adherence to policies and regulations
• Process stock certificates and check deposits, and issue and mail client checks with high accuracy
• Maintain daily cashiering file according to procedures
• Assist with planning and execution of branch events
• Manage incoming calls and provide information as appropriate
• Participate in meetings and disseminate information to relevant personnel
• Utilize firm desktop systems for client service and business enhancement
• Provide backup for other support positions as assigned to support branch operations
• Perform other duties and special projects as necessary

Skills

Excellent communication

Problem solving

Client service

Attention to detail

Numerical accuracy

Multi-tasking

Professional communication

Education

High School diploma or GED

Post-secondary education preferred

Tools

MS Word

MS Excel

MS Outlook

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. 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 seeking a reliable, organized, and client-service focused Cashier Receptionist to join our Bellevue 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.

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 assignedPerform 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 potential pay range for this role is $23.00 - $25.00 hourly. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. 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!

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all 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 origin, 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 perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.