Accounting Specialist

Job Summary

Key Deliverables and Responsibilities

• Update Accounting systems and databases, including daily transactions, schedules, general ledger entries, and related records.
• Process scheduled compensation, including management fee and service fee calculations, with accuracy and attention to detail.
• Own assigned queue work and routine team tasks while meeting service expectations and maintaining accountability.
• Supply information and responsive service to management, associates, and financial professionals as needed.
• Protect confidential information, data, and files through appropriate planning, accuracy, and security awareness.
• Use department systems, spreadsheets, approved technology tools, and approved Agentic AI capabilities to support accurate processing, research, efficiency, and process improvement.
• Apply analytical thinking, curiosity, and sound judgment to research issues, identify patterns, make good-quality decisions, and understand the reasoning behind those decisions.
• Demonstrate an improvement and change champion mindset by adapting quickly, supporting process transitions, and identifying opportunities to streamline work.
• Develop subject matter expertise and pursue continued growth within Accounting and Cambridge Investment Research.

What We Are Looking For

• Ability to read and interpret rules, instructions, manuals, and department procedures; communicate clearly in writing and verbally with associates, management, and financial professionals.
• Foundational math knowledge with the ability to use Excel and other tools to support accurate calculations, data review, and reporting.
• Ability to apply common sense, analytical thinking, and sound judgment to make quality decisions and recognize when research or escalation is needed.
• Technology-savvy mindset with the ability to use database software, email, spreadsheets, word processing, company proprietary systems, and approved Agentic AI capabilities.
• Ability to self-motivate, work independently, organize priorities, manage queue work, and perform well under pressure.
• Ability to think beyond basic data entry by asking thoughtful questions, identifying patterns, researching issues, and recommending practical solutions.
• Ability to welcome change, adapt quickly, support process transitions, and demonstrate curiosity, outside-the-box thinking, and an improvement mindset.

Location

Phoenix, AZ, or Fairfield, IA – Hybrid in-office 3 days/week

Why Cambridge?

• 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

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make. Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. For further information about Cambridge, please visit https://www.joincambridge.com/.