Accounting Specialist

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 26,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Vacation time

Sick time

401K with company matching

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking an organized Accounting Specialist to support daily accounting and administrative processes in a hybrid work setting.

The role involves handling payments, data entry, document scanning, and maintaining accurate records while using various accounting systems. The position emphasizes attention to detail, professional service to internal and external customers, and confidentiality of financial information.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Data entry

Payments processing

Customer service

Accounting support

Tools

Excel

Job description

Job Summary

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.

Key Deliverables and Responsibilities

• 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 packagehere.

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.