Accounting Specialist

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

Benefits offered by this job

Medical, Vision, Dental, Life

Long-term disability insurance

401K with company match

11 paid holidays

Job summary

Cambridge Investment Research, Inc. seeks an organized Accounting Specialist to support daily accounting and administrative processes. You will help with payments, data entry, and document scanning, ensuring accuracy and security across systems.

The role requires 6 months to 1 year of related experience and a foundational math skill set. This hybrid position offers in-office work three days per week in Fairfield, IA or Phoenix, AZ, with a competitive benefits package.

Qualifications

• Six months to one year of related experience, education, or training.
• 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

Payment processing

Customer service

Accounting support

Mathematical accuracy

Tools

Excel

Job description

Job Summary Key Deliverables and Responsibilities 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 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. At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Learn more about working at Cambridge here. Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.