Cashier, Receptionist
Summary/Function:
We are seeking a reliable, organized, and client-service focused Cashier Receptionist to join our Bellevue branch. As an important member of the branch team, this role helps create a welcoming and professional first impression for clients while supporting key cashiering and administrative functions. Success in this position requires strong attention to detail, sound judgment, outstanding client service skills, and a high level of integrity and confidentiality when handling client, advisor, branch, and company information.
This position also offers the opportunity to grow into a Client Associate role, working alongside Financial Professionals to provide meaningful client service and support. For someone interested in building a career in financial services, this is a strong opportunity to learn the business, contribute to a collaborative branch environment, and continue developing professionally over time.
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.
The potential pay range for this role is $23.00 - $25.00 hourly. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. The 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.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
As published by lever · 92 questions · 12 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website
Short answers (51)
- First name
- Last name
- Street
- City
- State
- Zip Code
- Country
- Email Address
- Phone Number
- If yes, what was your last year of employment with the company? Type N/A if not applicable
- Institution Name
- Location of Institution (City, State, Country)
- Degree or Certification Earned
- Attendance Start Date (MM/YYYY)
- Attendence End Date (MM/YYYY or "Present" if still enrolled)
- 1. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 2. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 3. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 4. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 5. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- Reason for Leaving
- 1. Name
- Email Address
- Phone Number
- Email Address
- Phone Number
Pick from a list (28)
- Have you ever been employed by D.A. Davidson Companies?
- Have you previously applied for employment with D.A. Davidson Companies?
- Are you legally authorized to work in the United States without sponsorship?
- Will you now or in the future require D.A. Davidson Companies to commence ("sponsor") an immigration case to lawfully employ you in the United States (for example, H-1B or other employment-based immigration case)? This is sometimes called "sponsorship" for an employment-based visa status.
- Are you able to perform the essential functions of the position(s) for which you are applying with or without reasonable accommodations?
- Have you been convicted of, or pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to any felony in the past 10 years?
- Have you been convicted of, pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to a misdemeanor involving investments or investment-related business or any fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or conspiracy to commit any of these offenses in the past 10 years?
- IMPORTANT – PLEASE READ: If you are employed by D.A. Davidson Companies, securities industry regulations require that your fingerprints be submitted to the FBI. All criminal history, including arrests and charges that did not result in a conviction, and including arrests, charges or convictions that have been expunged, will be disclosed to D.A. Davidson Companies and reviewed by a limited number of people. In addition, FINRA may require you to submit documentation regarding the incident. Conviction of or “no contest” pleas to certain crimes in the last 10 years may disqualify you from working for D.A. Davidson Companies, even if you were a minor or if the record was sealed or expunged. If you have concerns or questions, please contact D.A. Davidson Companies’ Director of Human Capital at 1-800-332-5915 optional
- Are you presently licensed in the insurance or securities industry? If so, are the disclosures on your Form U-4 up to date?
- Have you ever been licensed in the insurance or securities industry?
- If you answered “Yes” to either licensing question above, have you ever been disciplined by a regulatory authority, or had a license suspended or revoked?
- If you are hired by D.A. Davidson Companies, do you acknowledge that you will be required, in accordance with firm policy and as a condition of employment, to move your securities accounts (limited exceptions for certain account types) to D.A. Davidson Companies within 60 days of your hire?
- Has a bonding company ever denied, paid out on, or revoked a bond for you?
- Do you have an unsatisfied judgements or liens against you?
- What is the highest level of education you have completed?
- Please provide your employment history below. If you have not had 5 employers, please fill what you can and write "N/A" for the remainder of your answers. If you have had more than 5 employers, please enter the 5 that are most recent.
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Please provide professional references below
- Relationship
- How long have you know this reference?
- Relationship
- How long have you know this reference?
- Under Maryland law, an employer may not require or demand, as a condition of employment, prospective employment, or continued employment, that an individual submit to or take a polygraph examination or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100. optional
- It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. optional
Written answers (12)
- Additional Training or Certifications optional
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- 2. Name
- Please list all employees of D.A. Davidson Companies with whom you are acquainted, and indicate whether you are related
Attachments (1)
- If you have a cover letter you would like to share with the hiring team, please do so here. optional