Source Administrative Specialist

Responsibilities

• Support financial professionals across the country with administrative and operational tasks.
• Manage client account administration and service requests.
• Use multiple electronic systems simultaneously to complete work accurately and efficiently.
• Maintain compliance-focused records, documentation, and processes.
• Coordinate, organize, and prioritize work to meet deadlines and service expectations.
• Leverage technology to streamline processes and improve efficiency.
• Communicate with advisors, clients, and internal teams through a variety of channels.
• Research issues, solve problems, and identify practical solutions.
• Manage electronic files and documentation using tools such as Adobe Acrobat, Outlook, and other business systems.
• Learn new software, procedures, and technologies as business needs evolve.
• Contribute to process improvements and operational excellence initiatives.

Requirements

• Organized, detail-oriented, and efficient
• A strong communicator who enjoys helping others
• Adaptable and comfortable working with different personalities and work styles
• Technology-savvy and eager to learn new systems
• A proactive problem solver who takes initiative
• Skilled at prioritizing and managing multiple responsibilities
• Resourceful, analytical, and service-minded

Schedule

Hybrid in-office 3x/week (Phoenix, AZ)

Pay

$25.00/hour

Benefits

• Premium benefit package including medical, vision, dental, life, and long-term disability insurance
• Vacation and sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

About the Company

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.