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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

Summary:

This is a part-time position, expected to work 20 hours per week, performing various administrative, operations and clerical duties to contribute to efficient and effective branch office operations.

Qualifications:

  • General knowledge of Microsoft Word, Excel and Outlook.
  • Ability to operate a PC, telephone, and photocopier.
  • Familiar with Federal postal regulations with regards to postage and insurance rates and sorting requirements. Familiar with UPS/FEDEX shipping systems.
  • High school diploma, GED or comparable work experience in an office setting.
  • Familiar with the office staff and organizational structure.
  • Superior customer service skills.
  • Attention to detail, organizational and alphabetizing skills. Manage multiple demands and competing priorities.
  • Ability to work effectively in a fast-paced, deadline oriented environment.

Duties:

  • 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 or 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.
  • Greets 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 in accordance with firm policies.
  • Receives in mail, sorts, processes, and distributes.
  • Prepares outgoing mail. Prepares packages for shipment.
  • 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.
  • Assists with the receipt, payment, and reimbursement of branch expenses.
  • Order and manage office/ breakroom supplies.
  • Maintains the forms drawer to ensure forms are current and discards outdated forms.
  • Ensures adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
  • Assists Branch Office Manager and Branch Operations Office Manager with administrative responsibilities for the branch.
  • Performs other duties as assigned.
  • Posted: Mar 29, 2017

  • Location: Cheyenne, WY