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D.A. Davidson Equity Capital Markets · 5 hours ago

Cashier Receptionist

Pasadena, CA

Full-time

Onsite

New Grad, Entry Level

$27/hr - $28/hr

D.A. Davidson Companies is an independent, employee-owned company dedicated to integrity and outstanding service. They are seeking a reliable and client-service focused Cashier Receptionist who will handle financial services cashiering duties and provide administrative support within the branch.

Banking

Growth Opportunities

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 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

Qualification

Client service skillsProficient computer skillsAttention to detailProblem solvingProfessional languageMultitaskCommunicationOrganizational skills

Required

High School diploma, GED or comparable work experience

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