Administrative Assistant jobs in United States
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Cambridge Investment Research, Inc. · 1 day ago

Administrative Assistant

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityEntry Level
money$40K/yr - $45K/yr
date1+ years exp

Cambridge Investment Research, Inc. is dedicated to helping advisors build thriving businesses and deliver meaningful outcomes. The Administrative Assistant will support clients and financial professionals by scheduling meetings, managing communications, and collaborating with internal teams to implement effective solutions.

BankingFinanceFinancial Services

Responsibilities

Schedule impactful meetings with financial professionals to ensure efficient collaboration
Communicate effectively through email, phone, and in-person interactions, building strong relationships along the way
Manage multiple systems and stay on top of billed hours with precision and accuracy
Collaborate with internal teams to identify and implement solutions that make a difference

Qualification

Administrative supportFinancial industry experienceClient interactionCommunicationProblem-solving

Required

1-2+ years of experience in administrative and/or support roles
Effective communication skills through email, phone, and in-person interactions
Ability to manage multiple systems and stay on top of billed hours with precision and accuracy
Collaboration skills to work with internal teams to identify and implement solutions

Preferred

Financial Industry Experience

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

Company

Cambridge Investment Research, Inc.

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Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
dateFounded in 1981
location
Fairfield, Iowa, USA
people-size501-1000 employees
web-link
http://www.joincambridge.com

Funding

Current Stage
Late Stage
Total Funding
$15.89M
2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M

Leadership Team

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Amy Webber
President and Chief Executive Officer
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Recent News

Investment News
Enterprises are turning to AI to solve their efficiency problems, but is just a short-term fix?
2026-01-22
PR Newswire
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
2026-01-06
PR Newswire
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025
2025-12-16
Company data provided by crunchbase