Source Administrative Specialist

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

Job SummaryKey Deliverables and ResponsibilitiesThe 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 ForOrganized, detail-oriented, and efficientA strong communicator who enjoys helping othersAdaptable and comfortable working with different personalities and work stylesTechnology-savvy and eager to learn new systemsA proactive problem solver who takes initiativeSkilled at prioritizing and managing multiple responsibilitiesResourceful, analytical, and service-mindedLocation: Phoenix, AZ – Hybrid in-office 3x/weekHourly Rate: $25.00/hourWhy 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 insuranceVacation/sick time401K retirement plan with company matching programEleven paid holidaysYou 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.