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Cambridge Investment Research, Inc.
Fairfield, IA | Full Time
$44k-56k (estimate)
2 Months Ago
Schaus Vorhies contracting
Fairfield, IA | Full Time
$45k-57k (estimate)
3 Months Ago
Office Administrative Assistant
$44k-56k (estimate)
Full Time | Investment Management 2 Months Ago
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Cambridge Investment Research, Inc. is Hiring an Office Administrative Assistant Near Fairfield, IA

OverviewCambridge Investment Research, Inc is expanding our Administrative Assistant Team and we are looking for a diligent and organized Office Assistant to join us! The ideal candidate will support financial professionals by handling a variety of administrative tasks and taking phone calls while providing excellent customer service.
We are located 5 miles north of Fairfield on the beautiful Pleasant Plain Road and offer standard working hours of 8:00 AM-4:30 PM Monday through Friday.
In this role, your time will be split between the following tasks for our Source team:
  • Scheduling meetings, events and travel arrangements
  • Communicating via email, phone and in person
  • Reviewing reports and inputting data
  • Assembling account paperwork
If you are someone who is detail oriented, self-motivated and likes to work with multiple groups of people apply today to learn more. Our application process takes less than 5 minutes to complete!
About CambridgeCambridge has been honored 11 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
1The Top Workplace in Iowa, 2020 - 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Essential Duties
  • Communication: Answer and problem-solve multiple incoming telephone lines, voicemail, email, and occasionally in-person requests professionally and courteously.
  • Account Paperwork: Assemble account paperwork for financial professionals from various sponsor companies. Update information in various web-based programs and/or software accordingly.
  • Correspondence: Type and design general correspondences, memos, charts, tables, and graphs for financial professionals.
  • Scheduling & Organization: Schedule and organize complex activities such as meetings, phone calls, travel, and events for financial professionals.
  • Reporting: Compile data and provide reports to financial professionals and clients regarding account performance.
  • Monitoring Systems: Monitor high volume email boxes and items for attention and alerts in various systems.
Education & ExperienceEducation & Experience: Two or more years of related experience, education and/or training.
Compensation: $17-19 per hour. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: 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
  • Profit Sharing Plan
  • Nine paid holidays
You can find more details about our comprehensive benefits package here.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$44k-56k (estimate)

POST DATE

07/15/2024

EXPIRATION DATE

08/19/2024

WEBSITE

cir2.com

HEADQUARTERS

FAIRFIELD, IA

SIZE

500 - 1,000

FOUNDED

1981

TYPE

Private

CEO

AMY WEBBER

REVENUE

$50M - $200M

INDUSTRY

Investment Management

Related Companies
About Cambridge Investment Research, Inc.

Cambridge operates as a securities broker and dealer catering to financial service representatives and advisors.

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Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Need several years of related work experience.

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