Hybrid Admin Specialist: Client Support & Ops

Cambridge Investment Research; Phoenix (AZ); Hybrid; USD 52,000 - 56,000; Full time

Benefits offered by this job

Medical, Vision, Dental Insurance

401K retirement plan with company"

Vacation/Sick time

Eleven paid holidays

Job summary

Cambridge Investment Research is seeking an Administrative Assistant to support financial professionals nationwide with a blend of client-facing work and internal process improvements. The role emphasizes accuracy, organization, and proactive problem-solving in a fast-paced environment.

The position requires being the go-to person for efficient operations, with hybrid in-office work in Phoenix, AZ, three days per week and a strong focus on service and documentation quality.

Qualifications

• Experience supporting clients and financial professionals.
• Ability to manage electronic files and documentation.
• Ability to learn new software and processes.

Responsibilities

• 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.

Skills

Organized

Detail-oriented

Efficient

Strong communicator

Adaptable

Technology-savvy

Proactive problem solver

Multitasking

Tools

Adobe Acrobat

Outlook

Job description

Cambridge Investment Research is seeking an Administrative Assistant to support financial professionals nationwide with a blend of client-facing work and internal process improvements. The role emphasizes accuracy, organization, and proactive problem-solving in a fast-paced environment.

The position requires being the go-to person for efficient operations, with hybrid in-office work in Phoenix, AZ, three days per week and a strong focus on service and documentation quality.