Administrative Specialist

## Administrative SpecialistApplyremote type: Hybridlocations: Phoenix, AZtime type: Full timeposted on: Posted Todayjob requisition id: R-2025-120# **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 holidaysYou 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 #J-18808-Ljbffr