Financial Services Coordinator
1 week ago
We are seeking a highly organized and detail-oriented Administrative Professional to join our team at Cambridge Investment Research (USA). As an Administrative Professional, you will play a critical role in supporting our financial professionals with administrative tasks, ensuring seamless communication with clients, and maintaining accurate records.
Key Responsibilities- Scheduling and Coordination: Schedule meetings with financial professionals, coordinate travel arrangements, and manage calendars.
- Communication: Respond to emails, phone calls, and in-person inquiries from clients and financial professionals in a professional and courteous manner.
- Administrative Support: Provide administrative support to financial professionals, including data entry, document preparation, and filing.
- Record Keeping: Maintain accurate and up-to-date records of client interactions, financial transactions, and administrative tasks.
To be successful in this role, you will need:
- 6-12 months of related experience in an administrative or financial services role.
- Excellent communication and organizational skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficiency in Microsoft Office and other productivity software.
Cambridge Investment Research (USA) offers a competitive compensation package, including:
- $40,000-$49,000 annual salary.
- Premium benefit package, including medical, vision, dental, life, and long-term disability insurance.
- Vacation/sick time and 401K retirement plan with company matching program.
- Profit Sharing Plan and nine paid holidays.
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