What are the responsibilities and job description for the Administrative Specialist position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction and behind-the-scenes problem-solving. If you thrive in a fast-paced environment and enjoy being the go-to person who keeps things running smoothly, we want to hear from you!
What You'll Do
Hourly Rate: $22.00/hour
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 Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction and behind-the-scenes problem-solving. If you thrive in a fast-paced environment and enjoy being the go-to person who keeps things running smoothly, we want to hear from you!
What You'll Do
- Support financial professionals across the country with administrative and operational tasks.
- Manage client account administration and service requests.
- Use multiple electronic systems simultaneously to complete work accurately and efficiently.
- Maintain compliance-focused records, documentation, and processes.
- Coordinate, organize, and prioritize work to meet deadlines and service expectations.
- Leverage technology to streamline processes and improve efficiency.
- Communicate with advisors, clients, and internal teams through a variety of channels.
- Research issues, solve problems, and identify practical solutions.
- Manage electronic files and documentation using tools such as Adobe Acrobat, Outlook, and other business systems.
- Learn new software, procedures, and technologies as business needs evolve.
- Contribute to process improvements and operational excellence initiatives.
- Organized, detail-oriented, and efficient
- A strong communicator who enjoys helping others
- Adaptable and comfortable working with different personalities and work styles
- Technology-savvy and eager to learn new systems
- A proactive problem solver who takes initiative
- Skilled at prioritizing and managing multiple responsibilities
- Resourceful, analytical, and service-minded
Hourly Rate: $22.00/hour
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/
Salary : $22