Cashier Receptionist
D.A. Davidson(1 month ago)
About this role
The Cashier Receptionist at D.A. Davidson in Pasadena, CA supports a busy branch office by handling financial services cashiering tasks and front-desk reception. The role also provides administrative assistance to the Branch Operations Manager and Branch Manager. It requires high integrity and confidentiality in handling sensitive client, advisor, and company information. The position is central to maintaining smooth branch operations and a professional, client-focused environment.
Required Skills
- Client Service
- Cashiering Operations
- Reception Management
- Administrative Support
- Telephone Etiquette
- Data Entry
- Record Keeping
- Event Coordination
- Microsoft Word
- Microsoft Excel
+10 more
Qualifications
- High School Diploma
- GED
About D.A. Davidson
dadavidson.comD.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.
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