What are the responsibilities and job description for the Accounting Specialist position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
The Accounting Specialist works under the direction of Accounting Leadership and supports key Accounting functions through accurate processing, queue ownership, routine task completion, and responsive service. This role requires a technology-capable associate who demonstrates curiosity, sound judgment, adaptability, analytical thinking, and a continuous improvement mindset while developing subject matter expertise within Accounting and Cambridge systems.
What You’ll Do
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
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 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, ranked among the largest and fastest-growing firms in the industry. 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.
For further information about Cambridge, please visit https://www.joincambridge.com/
Key Deliverables and Responsibilities
The Accounting Specialist works under the direction of Accounting Leadership and supports key Accounting functions through accurate processing, queue ownership, routine task completion, and responsive service. This role requires a technology-capable associate who demonstrates curiosity, sound judgment, adaptability, analytical thinking, and a continuous improvement mindset while developing subject matter expertise within Accounting and Cambridge systems.
What You’ll Do
- Update Accounting systems and databases, including daily transactions, schedules, general ledger entries, and related records.
- Process scheduled compensation, including management fee and service fee calculations, with accuracy and attention to detail.
- Own assigned queue work and routine team tasks while meeting service expectations and maintaining accountability.
- Supply information and responsive service to management, associates, and financial professionals as needed.
- Protect confidential information, data, and files through appropriate planning, accuracy, and security awareness.
- Use department systems, spreadsheets, approved technology tools, and approved Agentic AI capabilities to support accurate processing, research, efficiency, and process improvement.
- Apply analytical thinking, curiosity, and sound judgment to research issues, identify patterns, make good-quality decisions, and understand the reasoning behind those decisions.
- Demonstrate an improvement and change champion mindset by adapting quickly, supporting process transitions, and identifying opportunities to streamline work.
- Develop subject matter expertise and pursue continued growth within Accounting and Cambridge Investment Research.
- Ability to read and interpret rules, instructions, manuals, and department procedures; communicate clearly in writing and verbally with associates, management, and financial professionals.
- Foundational math knowledge with the ability to use Excel and other tools to support accurate calculations, data review, and reporting.
- Ability to apply common sense, analytical thinking, and sound judgment to make quality decisions and recognize when research or escalation is needed.
- Technology-savvy mindset with the ability to use database software, email, spreadsheets, word processing, company proprietary systems, and approved Agentic AI capabilities.
- Ability to self-motivate, work independently, organize priorities, manage queue work, and perform well under pressure.
- Ability to think beyond basic data entry by asking thoughtful questions, identifying patterns, researching issues, and recommending practical solutions.
- Ability to welcome change, adapt quickly, support process transitions, and demonstrate curiosity, outside-the-box thinking, and an improvement mindset.
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
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 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, ranked among the largest and fastest-growing firms in the industry. 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.
For further information about Cambridge, please visit https://www.joincambridge.com/