Cashier & Receptionist — Path to Client Associate

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 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