Cashier Receptionist at D.A. Davidson

Carlsbad, California, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

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

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

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Client Service

Problem Solving

Attention to Detail

Cashiering

D.A. Davidson

Provides wealth management and financial advisory services

About D.A. Davidson

D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.

Great Falls, MontanaHeadquarters

2014Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

Risks

Competition in AI-driven financial services could challenge D.A. Davidson's market position.

Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.

Resource diversion to Diversified Industrials may affect overall service quality.

Differentiation

D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.

The firm has a strong focus on small to middle-market companies across various sectors.

D.A. Davidson's research-based approach aligns client portfolios with financial goals.

Upsides

The rise of digital wealth management platforms enhances personalized investment advice delivery.

Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.

Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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