Source Administrative Specialist

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Premium benefits package (medical, vis

Dental, life and long-term disability

401K with company match

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. seeks an Administrative Assistant to support our clients and financial professionals. This role blends client-facing interaction with back‑end problem solving in a fast‑paced environment.

The position is based in Phoenix with a hybrid work arrangement, offering an hourly rate of $25.00. You’ll handle client account administration, service requests, and cross‑system workflows while maintaining compliant records and delivering timely responses to advisors and

Qualifications

• 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.

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.
• 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.

Skills

Organized

Detail-oriented

Efficient

Strong communicator

Technology-savvy

Proactive problem solver

Multitasking

Tools

Adobe Acrobat

Outlook

Job description

Job Summary

Key Deliverables and Responsibilities

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.