Join our Team

Our employees are the reason for our success and, as an employee-owned company, they
share in that success. We welcome you to explore the opportunities to join our team.

Cashier, Receptionist


Perform various administrative, operations and clerical duties to contribute to efficient and effective branch office operations. This is a part-time position expected to work around 30 hours per week.


  • General knowledge of Microsoft Word, Excel and Outlook
  • Ability to operate a PC, postage machine and scale, telephone and photocopier.
  • Familiar with Federal postal regulations with regards to postage and insurance rates and sorting requirements. Familiar with UPS/FEDEX shipping systems.
  • Attention to detail, organizational and alphabetizing skills.
  • High school diploma, GED or comparable work experience in an office setting.
  • Familiar with the office staff and organizational structure.
  • Follow policies and procedures. Maintain client confidentiality.
  • 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.


  • Receives stock certificates and prepares a receipt if required. Records certificate in the log. Submits stock certificate insurance lot at month-end to Accounting.
  • Prepares receipts for received securities and process according to established procedures.
  • Process check requests from client accounts as requested. Review TRAX request for accuracy and ensures proper paperwork and authorizations are on file.
  • Provides receipts to clients for deposit of checks.
  • Works with Client Associates and/or Financial Advisors to gather additional information as needed for deposits for disbursements.
  • Process daily check deposits.
  • Maintains daily cashiering file according to the Branch Standardization procedures.
  • Maintains a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
  • Maintains a working knowledge of balance screens and TRAX work flow.
  • Assists Client Associates with tasks as needed and or assigned.
  • Receives, screens and returns phone calls. Takes messages, transfer calls, answer routine questions and provides information when possible.
  • Greet visitors. Determines the nature of the visit. Contacts appropriate personnel and announces guest.
  • Date stamps incoming correspondence. Photocopies incoming/outgoing correspondence and presents to BOM for review.
  • Receives in mail, sorts, processes and distributes.
  • Prepares outgoing mail. Determines and affixes appropriate postage. Prepares packages for shipment.
  • Distributes confirmations. Organizes and maintains the branch copies.
  • Maintains the forms drawer to forms are current and discards outdated forms.
  • Ensures adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
  • Performs other duties as assigned.
  • Posted: Mar 21, 2017

  • Location: Roseburg, OR