Cambridge is looking for an organized and adaptable Accounting Specialist to support daily accounting and administrative processes. This position is ideal for someone who enjoys working with detailed information, completing structured tasks accurately, and providing responsive service to internal and external customers.
In this role, you will assist with payments, entering and maintaining accounting information, and scanning and indexing documents. You will work with a variety of technology and accounting systems while helping the department manage information accurately, securely, and efficiently.
Process payments accurately and within established timelines.
Enter and update transactions and other information in accounting databases and internal systems.
Scan, index, and maintain accounting documents and electronic records.
Review information for accuracy and completeness.
Research and resolve routine payment or documentation questions.
Provide professional customer service to associates, financial professionals, and other business partners.
Maintain the confidentiality and security of sensitive financial information, data, and files.
Assist with accounting projects and cross-train on additional departmental responsibilities as needed.
What We Are Looking For
Six months to one year of related experience, education, or training.
Previous experience with payment processing, data entry, administrative support, document management, customer service, or accounting support is preferred.
Foundational math knowledge with the ability to use Excel and other tools to support accurate calculations, data review, and reporting.
Location: Fairfield, IA or Phoenix, AZ - Hybrid in-office 3 days/week
Compensation: $19.00-$22.00
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
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Six months to one year of related experience, education, or training
- Foundational math knowledge
- Ability to use Excel and other tools for calculations, data review, and reporting
- Previous experience with payment processing, data entry, administrative support, document management, customer service, or accounting support
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
