Job Details

Job Summary
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You'll join a culture rooted in kindness, collaboration, and continual growth-where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It's a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!

Job Overview: The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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!

Key Deliverables and Responsibilities

The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers the perfect 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:

• 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.
  

What We Are Looking For

The ideal candidate would possess an entry level of experience, typically around 1-2+ years of experience in administrative and/or support roles. Financial Industry Experience is a plus.

Location: Phoenix, AZ or Fairfield, IA - Hybrid in-office 3x/week

Hourly Range: $22.00 - 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