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