What are the responsibilities and job description for the Performance Reporting Specialist position at Cambridge Investment Research, Inc.?
Overview:
Job Summary:
If you are an administrative professional with experience in financial systems and a passion for problem-solving and training, we encourage you to apply!
Why Join Us:
You can find more details about our comprehensive benefits package here.
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About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.
Job Summary:
We are seeking a detail-oriented and proactive Administrative Specialist to support operational and service activities within our financial systems. This role requires experience with Albridge and a strong ability to troubleshoot system-related issues, interface with vendors, and provide training to internal associates and financial professionals. The ideal candidate will be a resourceful problem solver with excellent communication skills, willing to thrive in the financial industry.
If you are an administrative professional with experience in financial systems and a passion for problem-solving and training, we encourage you to apply!
Why Join Us:
- Innovative Culture: Be part of a forward-thinking company that values creativity and innovation.
- Career Growth: Opportunities for professional development and career advancement.
- Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits
- Serve as the primary contact for operational and service activities related to departmental systems, including troubleshooting issues, managing system activations/deactivations, and providing requested reports.
- Deliver professional presentations and conduct both formal and informal training sessions via teleconference or occasional in-person meetings, including offsite presentations.
- Mentor team members by providing guidance, answering inquiries, reviewing workflows, and assisting the Team Lead with training initiatives.
- Perform system maintenance and manage administrative files, proactively identifying areas for system improvement.
- Assist in maintaining billing records for financial professionals, including monitoring free trial periods and ensuring timely trial-ending notifications.
- Develop and maintain a working knowledge of other company technology systems that interface with departmental systems to effectively troubleshoot inbound inquiries.
The ideal candidate would have experience in the financial industry, proficient in Albridge and other financial systems. Skilled in problem-solving, troubleshooting, and maintaining accuracy with a keen attention to detail. Strong communicator with excellent presentation abilities, capable of training and mentoring team members. Adept at managing multiple tasks, prioritizing effectively, and thriving in fast-paced environments. Proficient in Microsoft Office Suite and other relevant financial systems.
Certificates & Licenses:
Compensation: $40,000-$50,000. 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
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
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Salary : $40,000 - $50,000
