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Cambridge Investment Research, Inc. Cambridge Source Administrative Assistant in Fairfield, Iowa

Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for administrative services and relationship building to join the Marketing Department for a full time Cambridge Source Administrative Assistant. The Cambridge Source Administrative Assistant works under the direction of Office Assistant leadership and functions as an administrative assistant for our financial professionals by developing relationships with clients and gaining their confidence in trust in completing administrative duties.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 39 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored nine times by our associates as a ‘Top Workplace in Iowa’, and 12 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.

With the corporate campus in Fairfield, Iowa and an Atlanta, Georgia location, Cambridge is adding an office location in the Phoenix, Arizona metro area as part of its growth initiatives. The Phoenix location is focused on enhancing our service and recruiting presence in the western half of the U.S. while establishing additional backup systems. We also plan to leverage experience and talent available in the Phoenix metro area regarding financial services, technology, marketing, and other key business expertise. We are recruiting for this position in both our Fairfield, Iowa and Phoenix, Arizona offices.

  • Track billable and non-billable hours in order to accurately invoice each financial professional and ensure proper payment is received

  • Assemble, deliver, & process account paperwork for financial professionals from various sponsor companies; and update information in various web-based programs and/or software accordingly

  • Answer and problem-solve incoming telephone, voice mail, e-mail and occasionally in-person requests professionally and courteously

  • Type and design general correspondences, memos, charts, tables, graphs, etc. for financial professionals

  • Schedule and organize complex activities such as meetings, phone calls, travel, and events for financial professionals

  • Compile data and provide reports to financial professionals and/or clients regarding account performance

  • Collaborate with financial professionals to update social media and website information

  • Monitor Items for attention and alerts in various systems

  • High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

  • Experience working in an administrative position is required.

Job ID: 2020-1081

External Company Name: Cambridge Investment Research, Inc.

External Company URL: https://www.joincambridge.com/home/

Post End Date: 10/30/2020

Telecommute: No

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