Administrative Specialist

Job Summary 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! 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. Qualifications 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. 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. Compensation & Location Location: Phoenix, AZ – Hybrid in-office 3x/week. Hourly Rate: $25.00/hour. Company Cambridge #J-18808-Ljbffr