Overview

Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firms, is actively looking for an experienced administrative professional to to join the Operations Department as a Senior Administrative Assistant to senior operations leadership. The Senior Administrative Assistant supports scheduling meetings, lunch arrangements, travel logistics, independently analyzing spreadsheet data and tracking information as needed, drafting correspondence and taking meeting notes. 

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 12 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. 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. 

Essential Duties

• Schedule and organize activities such as meetings, conferences, phone calls, travel, agendas, and events for the department and/or company
• Take detailed meeting minute notes and distribute as needed
• Update information in departmental database software and/or spreadsheets as appropriate
• Type and design general correspondences, memos, charts, tables, graphs, business plans, etc. for leadership
• Seek avenues of continuous improvement to enhance day to day process and procedures

Education & Experience

Two or more years of related experience, education and/or training.

Compensation: $35,00-$45,000. 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.