Office Administrative Assistant - Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc is expanding our Administrative Assistant Team and we are looking for a diligent and organized Office Assistant to join us! The ideal candidate will support financial professionals by handling a variety of administrative tasks and taking phone calls while providing excellent customer service.

We are located 5 miles north of Fairfield on the beautiful Pleasant Plain Road and offer standard working hours of 8:00 AM-4:30 PM Monday through Friday. 

In this role, your time will be split between the following tasks for our Source team:

• Scheduling meetings, events and travel arrangements
• Communicating via email, phone and in person
• Reviewing reports and inputting data 
• Assembling account paperwork

If you are someone who is detail oriented, self-motivated and likes to work with multiple groups of people apply today to learn more.  Our application process takes less than 5 minutes to complete!

About Cambridge

Cambridge has been honored 11 times by our associates as a Top Workplace in Iowa¹ and 13times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine².  We are recognized among the leading firms in the financial advice industry as we serve over 3,700independent financial professionals and hundreds of thousands of their investing clients across the country.

¹The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

²Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.

• Answer and problem-solve incoming telephone, voice mail, e-mail, and in-person requests in a professional and courteous manner
• Track billable and non-billable hours in order to accurately invoice each financial professional and ensure proper payment is received
• Monitor team email inbox and input tasks for other team members into the workflow through our online system (SharePoint)
• Process check deposits for financial professionals and their clients using systems such as E-Blotter, web capture, mobile deposit, and updating the log in ELMO
• Serve as a liaison between financial professionals and their clients (e.g., scheduling meetings/calls through systems such as Calendly, Outlook, RedTail, etc.)
• Sort all incoming mail, such as checks and paperwork, from financial professionals
• Monitor items for attention and alerts in various systems and backfill smaller tasks for other team members such as pulling statements, checking paperwork status monitoring, etc. 
• Additional duties as assigned

Education & Experience: Two or more years of related experience, education and/or training.