Office Administrative Assistant

$35,360 - $39,520/Yr

Cambridge Investment Research - Phoenix, AZ

Full-time

Phoenix, AZ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Cambridge Investment Research, Inc. is seeking a diligent and organized Office Administrative Assistant to support financial professionals by managing various administrative tasks and providing excellent customer service. The role involves scheduling meetings, handling communications, and processing account paperwork, contributing to the efficiency of the Source team. The position is full-time with standard working hours from 8:00 AM to 4:30 PM, Monday through Friday.

Responsibilities

• Answer and problem-solve incoming telephone, voice mail, e-mail, and in-person requests in a professional and courteous manner.
• Track billable and non-billable hours to accurately invoice financial professionals and ensure proper payment is received.
• Monitor team email inbox and input tasks for other team members into the workflow through SharePoint.
• Process check deposits for financial professionals and their clients using systems such as E-Blotter, web capture, and mobile deposit.
• Serve as a liaison between financial professionals and their clients, scheduling meetings and calls through systems like Calendly and Outlook.
• Sort all incoming mail, including checks and paperwork from financial professionals.
• Monitor items for attention and alerts in various systems and assist with smaller tasks for team members.

Requirements

• Two or more years of related experience, education, and/or training.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid holidays
• Vision insurance