What are the responsibilities and job description for the Accounting Operations Liaison position at Cambridge Investment Research, Inc.?
Job Summary
We’re looking for a detail-oriented, service-minded professional to join our Accounting Department. In this role, you’ll serve as a key connection point between Accounting and both internal and external partners. You’ll support loan administration, maintain accurate financial records, and provide thoughtful guidance on accounting-related questions—all while helping ensure a smooth, positive experience for stakeholders across the organization. If you’re naturally curious, organized, and energized by learning and improving processes, this could be a great fit.
Key Deliverables And Responsibilities
The ideal candidate is comfortable handling confidential and sensitive financial information and is naturally curious, eager to learn more about the finance industry, and motivated to continuously improve processes and efficiencies. This individual is highly detail-oriented, organized, and dependable, with strong follow-through and the ability to manage multiple priorities while maintaining accuracy and meeting deadlines. Familiarity with Workday or similar financial or accounting systems is preferred, along with a solid understanding of basic accounting principles, calculations, and reconciliations. The ideal candidate
Certifications
Financial Industry Regulatory Authority (FINRA) Series 7 or Series 99 license is preferred.
Salary Range
$55,000-80,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
We’re looking for a detail-oriented, service-minded professional to join our Accounting Department. In this role, you’ll serve as a key connection point between Accounting and both internal and external partners. You’ll support loan administration, maintain accurate financial records, and provide thoughtful guidance on accounting-related questions—all while helping ensure a smooth, positive experience for stakeholders across the organization. If you’re naturally curious, organized, and energized by learning and improving processes, this could be a great fit.
Key Deliverables And Responsibilities
- Lead loan administration activities, including disbursements, maintaining loan schedules, and supporting collection efforts for loans in default
- Partner closely with the Business Development team to calculate internal and external recruiter bonus payments and communicate details to appropriate internal stakeholders
- Serve as a trusted accounting resource for internal and external customers, providing guidance on accounting policies and processes to support a positive, solutions-oriented experience
- Maintain and update accounting database systems (including Workday), ensuring accuracy of daily transactions, schedules, and general ledger entries
- Facilitate the quarterly note review process by gathering required documentation, coordinating communication, organizing materials, and administering review meetings
- Perform calculating, posting, reconciling, and verification activities to ensure accurate financial data and accounting records
- Manage sensitive and confidential information with care, maintaining the security of financial data and files
- Proactively identify opportunities for process improvement and efficiency within accounting and finance operations
The ideal candidate is comfortable handling confidential and sensitive financial information and is naturally curious, eager to learn more about the finance industry, and motivated to continuously improve processes and efficiencies. This individual is highly detail-oriented, organized, and dependable, with strong follow-through and the ability to manage multiple priorities while maintaining accuracy and meeting deadlines. Familiarity with Workday or similar financial or accounting systems is preferred, along with a solid understanding of basic accounting principles, calculations, and reconciliations. The ideal candidate
Certifications
Financial Industry Regulatory Authority (FINRA) Series 7 or Series 99 license is preferred.
Salary Range
$55,000-80,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Salary : $55,000 - $80,000