Administrative Specialist

Cambridge Investment Research, Inc. is dedicated to supporting independent financial professionals and helping them thrive. The Administrative Specialist will play a crucial role in facilitating client interactions and providing essential support to ensure smooth operations in a fast-paced environment.

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

Skills

• 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
• 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 Overview