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.
What We Are Looking For
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
Location: Phoenix, AZ – Hybrid in-office 3x/week
Hourly Rate: $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
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
- Support financial professionals with administrative and operational tasks
- Manage client account administration and service requests
- Use multiple electronic systems simultaneously and accurately
- Maintain compliance-focused records, documentation, and processes
- Manage electronic files and documentation using Adobe Acrobat and Outlook
- Strong written and verbal communication skills to interact with advisors, clients, and teams
- Organized, detail-oriented, and efficient with ability to prioritize work
- Adaptable, service-minded, and able to work with different personalities
- Proactive problem solver who takes initiative and researches issues to identify solutions
- Willingness to learn new software, procedures, and technologies
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.
