What are the responsibilities and job description for the Administrative Specialist position at Cambridge Investment Research, Inc.?
Job Summary
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview: The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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!
Key Deliverables And Responsibilities
The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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
The ideal candidate would possess an entry level of experience, typically around 1-2 years of experience in administrative and/or support roles. Financial Industry Experience is a plus.
Location: Phoenix, AZ or Fairfield, IA – Hybrid in-office 3x/week
Hourly Range: $22.00 – 25.00/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/
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview: The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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!
Key Deliverables And Responsibilities
The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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
- Schedule impactful meetings with financial professionals to ensure efficient collaboration.
- Communicate effectively through email, phone, and in-person interactions, building strong relationships along the way.
- Manage multiple systems and stay on top of billed hours with precision and accuracy.
- Collaborate with internal teams to identify and implement solutions that make a difference.
The ideal candidate would possess an entry level of experience, typically around 1-2 years of experience in administrative and/or support roles. Financial Industry Experience is a plus.
Location: Phoenix, AZ or Fairfield, IA – Hybrid in-office 3x/week
Hourly Range: $22.00 – 25.00/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 - $25