The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction and behind-the-scenes problem-solving. If you thrive in a fast-paced environment and enjoy being the go-to person who keeps things running smoothly, we want to hear from you!
What You'll do:
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.
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
Location: Phoenix, AZ – Hybrid in-office 3x/week
Hourly Rate: $25.00/hour
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
You can find more details about our comprehensive benefits package here
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.
At Cambridge, we believe independence is a leap of faith — and one that should be rewarded. Since 1981, we’ve helped independent financial advisors turn that leap into opportunity by providing the resources, support, and flexibility they need to build the business they’ve always envisioned.
What drives our business is an unwavering dedication to internal control. In an industry that is consolidating quickly, we're committed to protecting our independence and the independence of the advisors we serve. In 2026, that commitment was recognized when Cambridge was named InvestmentNews Broker-Dealer of the Year.1
1 InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
