Hybrid Accounting Specialist - Payments & Data Entry

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

Benefits offered by this job

Premium benefits package including 医疗/

Vacation/sick time

401K retirement plan with company #

Job summary

Cambridge Investment Research, Inc. is seeking an organized and adaptable Accounting Specialist to support daily accounting and administrative processes.

The role involves assisting with payments, entering and maintaining accounting information, and scanning and indexing documents. You will work with various accounting systems, ensuring information is accurate, secure, and accessible for internal and external customers.

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

Payment processing

Data entry

Administrative support

Document management

Customer service

Accounting support

Math basics

Tools

Excel

Accounting systems

Job description

Cambridge Investment Research, Inc. is seeking an organized and adaptable Accounting Specialist to support daily accounting and administrative processes.

The role involves assisting with payments, entering and maintaining accounting information, and scanning and indexing documents. You will work with various accounting systems, ensuring information is accurate, secure, and accessible for internal and external customers.