Financial Professional Administrative Specialist - Cambridge Investment Research, Inc.
Phoenix, AZ 85004
About the Job
Overview:
We are looking for someone passionate about assisting others with their administrative needs to join the Source Office Assistant Department as an Administrative Professional. This position will assist financial professionals with paperwork completion, responding to emails, scheduling and taking phone calls from their clients.
Essential Duties:
In this role, your time will be split between the following tasks for our clients and financial professionals:
Scheduling meetings with Financial Professionals
Communicating via email, phone and in person
Working within multiple systems and keeping track of billed hours
Collaborating with internal teams to find solutions
Education & Experience:
Six months to one-year related experience, education and/or training
Compensation: $40,000-$49,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidates qualifications, the Companys operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: 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
- Profit Sharing Plan
- Nine paid holidays
You can find more details about our comprehensive benefits
package
here.