1 Cashier Receptionist Job in Helena, MT
D.A. Davidson Companies is Hiring a Cashier Receptionist Near Helena, MT
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 providing relief to the receptionist, 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.
QualificationsExperience and Skills
- 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.
- 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, including receptionist duties, as assigned.
- Perform any other duties and special projects as necessary.
- 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.
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.
Job Summary
Full Time
$24k-30k (estimate)
09/09/2024
10/11/2024
dadavidson.com
BOGOTA, NJ
25 - 50
1935
NICOLE DAVIDSON
$5M - $10M
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About D.A. Davidson Companies
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe ...in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the wayleveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management
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The job skills required for Cashier Receptionist include Attention to Detail, Written Communication, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Cashier Receptionist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Cashier Receptionist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Cashier Receptionist positions, which can be used as a reference in future career path planning. As a Cashier Receptionist, it can be promoted into senior positions as a Cashier II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Cashier Receptionist. You can explore the career advancement for a Cashier Receptionist below and select your interested title to get hiring information.
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