Phoenix, Arizona, USA
38 days ago
Financial Professional Administrative Specialist
Overview We are looking for someone passionate about assisting others with their administrative needs to join the Source Office Assistant Department as an Administrative Professional. This position will assist financial professionals with paperwork completion, responding to emails, scheduling and taking phone calls from their clients. Essential Duties In this role, your time will be split between the following tasks for our clients and financial professionals: Scheduling meetings with Financial Professionals Communicating via email, phone and in person Working within multiple systems and keeping track of billed hours Collaborating with internal teams to find solutions Education & Experience Six months to one-year related experience, education and/or training Compensation: $40,000-$49,000. 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 Profit Sharing Plan Nine paid holidays You can find more details about our comprehensive benefits package here.
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