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!

• 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.

• 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.

• 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.

• Location:
  
  Phoenix, AZ – Hybrid in-office 3x/week.
• Hourly Rate: $25.00/hour.

Cambridge