Cashier Receptionist

D.A. Davidson’s Special District Group; Whitefish (MT); On-site; USD 30,000 - 42,000; Full time

Job summary

A leading company in financial services is seeking a Cashier Receptionist in Whitefish, Montana. The role encompasses responsible client service, administrative support, and cashiering duties to enhance branch operations. Ideal candidates will possess strong attention to detail, excellent communication skills, and a high level of professionalism.

Benefits

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick, vacation, and parental leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 lifetime cap)

Charitable gift-matching program

Davidson Day of Giving

Qualifications

• High school diploma or GED required; post-secondary preferred.
• Excellent communication and client service skills essential.
• Proficient in Microsoft Office.

Responsibilities

• Provide professional, courteous service to clients.
• Process stock certificates and check deposits accurately.
• Assist with planning branch events.

Skills

Communication

Problem Solving

Client Service

Attention to Detail

Professional Language

Education

High School diploma or GED

Post-Secondary education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

D.A. Davidson Companies 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 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 currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.

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.

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.

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.

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