Administrative Specialist

## Administrative Specialist Apply remote type:
Hybrid locations:
Phoenix, AZtime type:
Full time posted on:
Posted Todayjob requisition :
R-#
** 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
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