Administrative Specialist

Cambridge Investment Research, Inc. • Phoenix, AZ

13d • Hybrid

About The Position

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! Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make. Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger.

Requirements

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed