Financial Services Representative
3 weeks ago
Company Overview
D.A. Davidson Companies is an independent, employee-owned financial services firm with a rich history spanning over 80 years. We prioritize conducting our business in accordance with the highest standards of integrity and ethics, while delivering exceptional service to our clients and colleagues.
We foster a supportive culture that encourages open communication, productivity, and personal growth. Our commitment to giving back to local communities is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Job Description
This part-time role as a Financial Services Representative requires a reliable, hardworking, organized, and client-focused individual to join our branch team. As the first point of contact for clients, guests, and callers, you will be responsible for executing financial services cashiering and administrative duties. This critical role demands attention to detail, exceptional client service skills, and a high level of integrity and confidentiality regarding client, advisor, branch, and company information.
The ideal candidate will possess excellent communication (written and verbal), problem-solving, and client service skills. Previous experience in an office setting is preferred. Strong technology skills, including Microsoft Word, Excel, and Outlook, are also essential. Additionally, the ability to handle multiple demands and competing priorities in a deadline-oriented environment is crucial.
Required Skills and Qualifications
- 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.
- Previous work experience in an office setting preferred.
- Solid technology skills (Microsoft Word, Excel, and Outlook).
- Ability to handle multiple demands and competing priorities in a deadline-oriented environment.
- High School diploma, GED, or comparable work experience. Post-secondary education preferred.
- Ability to maintain regular, predictable attendance.
Benefits
- Competitive salary: $45,000 - $55,000 per year, depending on experience.
- Medical, dental, and vision benefits.
- 401(k) and ESOP contributions.
- 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.
Others
At D.A. Davidson, we value diversity and inclusivity. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
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