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Cashier and Receptionist at D.A. Davidson | Newport Beach, CA

D.A. Davidson CompaniesNewport Beach, CANew
On-site Full-time

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Experience Level

Entry Level

Qualifications

Requirements:• High School diploma, GED, or equivalent work experience; post-secondary education preferred. Previous industry experience is advantageous.• Strong communication skills (both written and verbal), adept problem-solving capabilities, and a client-centric approach.• High level of accuracy and attention to detail, with the ability to perform semi-advanced mathematical calculations.• Proficiency in computer applications, particularly Microsoft Word, Excel, and Outlook.• Capability to manage multiple tasks and prioritize effectively within a fast-paced environment.• Ability to communicate in a clear, professional, and service-oriented manner.• Proactive collaboration with both internal and external clients, maintaining a professional demeanor to achieve work objectives.• Consistent and reliable attendance.

About the job

D. A. Davidson Companies seeks a Cashier and Receptionist for its Newport Beach, CA branch. This position blends cashiering responsibilities with front desk reception and administrative tasks, supporting the Branch Operations Manager and Branch Manager.

Role overview

Daily work includes greeting clients, managing phone calls, and handling administrative assignments. Cashiering duties require careful attention to detail and consistent accuracy. The role involves working with confidential information and maintaining a professional, welcoming presence at the front desk.

What you will do

  • Provide front desk reception for clients and visitors
  • Perform cashiering functions as assigned
  • Support branch managers with administrative tasks
  • Handle confidential information with care

Requirements

  • Reliable and detail-oriented
  • Positive attitude and strong client service skills
  • Ability to work with confidential materials

About D.A. Davidson Companies

D. A. Davidson Companies is a respected, independent investment firm dedicated to providing outstanding financial services while valuing integrity and community involvement. Our employee-owned structure empowers our team to deliver exceptional client experiences.

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