Overview Cambridge 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 Cambridge Cambridge 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 Answer and problem-solve incoming telephone, voice mail, e-mail, and in-person requests in a professional and courteous manner Track billable and non-billable hours in order to accurately invoice each financial professional and ensure proper payment is received Monitor team email inbox and input tasks for other team members into the workflow through our online system (SharePoint) Process check deposits for financial professionals and their clients using systems such as E-Blotter, web capture, mobile deposit, and updating the log in ELMO Serve as a liaison between financial professionals and their clients (e.g., scheduling meetings/calls through systems such as Calendly, Outlook, RedTail, etc.) Sort all incoming mail, such as checks and paperwork, from financial professionals Monitor items for attention and alerts in various systems and backfill smaller tasks for other team members such as pulling statements, checking paperwork status monitoring, etc. Additional duties as assigned Education & Experience Education & 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 Nine paid holidays You can find more details about our comprehensive benefits package here. #LI-MM2