Client Services Cashier & Front Desk Pro

D.A. Davidson; Pasadena (CA); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Medical & Vision

401(k) ESOP

Paid holidays

Professional development

Tuition reimbursement

Charitable match

Davidson Day

Job summary

D.A. Davidson Companies is seeking a reliable Cashier Receptionist to join our Pasadena branch. This role combines cashiering duties with receptionist responsibilities and administrative support for the Branch Operations Manager.

The position requires attention to detail, outstanding client service, and a commitment to integrity and confidentiality in handling client and company information. You will maintain knowledge of the Branch Guide to Operations, process stock certificates and deposits,

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 (Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Clear and service-oriented communication with both external and internal clients.
• Ability to maintain regular, predictable attendance.

Responsibilities

• Provides professional, courteous service to ensure client satisfaction.
• Adheres to Branch Guide to Operations and Compliance policies.
• Process stock certificates and check deposits, issue and mail client checks accurately.
• Maintain daily cashiering file per procedures.
• Assist with planning and execution of branch events and client appreciation activities.
• Manage incoming calls and provide information as appropriate.
• Participate in meetings and disseminate information to staff.
• Use Firm desktop systems for client service and business support.
• Provide backup for other branch support roles as needed.
• Perform other duties and special projects.

Skills

Excellent communication

Attention to detail

Multitasking

Customer service

Computer skills (Word, Excel, Outlook)

Education

High School diploma/GED

Tools

Word

Excel

Outlook

Job description

D.A. Davidson Companies is seeking a reliable Cashier Receptionist to join our Pasadena branch. This role combines cashiering duties with receptionist responsibilities and administrative support for the Branch Operations Manager.

The position requires attention to detail, outstanding client service, and a commitment to integrity and confidentiality in handling client and company information. You will maintain knowledge of the Branch Guide to Operations, process stock certificates and deposits,