Administrative Specialist

Job Summary

Key Deliverables and Responsibilities

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!

What You'll do:

• 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. 

What We Are Looking For

• 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 

Location: Phoenix, AZ – Hybrid in-office 3x/week

Hourly Rate: $25.00/hour

Why Cambridge?

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

• Eleven paid holidays

You can find more details about our comprehensive benefits package here. 

Company Overview:

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.

For further information about Cambridge, please visit https://www.joincambridge.com/