Cambridge Investment Research Operations Account Data Coordinator in Fairfield, Iowa
Cambridge Investment Research, Inc., a national leader as a securities broker/dealer, has an opening in Operations Account Data for a full time Operations Account Data Coordinator. The OAD Coordinator works under the direction of the OAD Supervisor to effectively assist in data entry, accurate data integrity and maintenance for the PAYCheque system. Essential duties and responsibilities:• Enter and verify detailed client information in departmental database in an accurate and timely manner• Develop an understanding of necessary company technology platforms used to troubleshoot and research issues.• Answer and problem-solve incoming telephone, voice mail, e-mail and occasionally in-person requests professionally and courteously • Coordinate with other departments regarding entry and maintenance of account informationEducation/Experience:•High School Diploma or GED; or one to three months related experience and/or training; or equivalent combination of education and experience. •Knowledge of Microsoft Office Suite (Word, Excel, Outlook) and 10 Key.