Financial Services Coordinator

6 days ago


Phoenix, Arizona, United States Cambridge Investment Research (USA) Full time
Job Summary

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 provide exceptional support to our financial professionals, ensuring seamless day-to-day operations and exceptional client experiences.

Key Responsibilities
  • Scheduling and Coordination: Schedule meetings with financial professionals, manage calendars, and coordinate travel arrangements.
  • Communication and Client Relations: Communicate effectively with clients, financial professionals, and internal teams via email, phone, and in-person interactions.
  • Administrative Support: Provide administrative assistance, including data entry, document preparation, and record-keeping.
  • Collaboration and Problem-Solving: Work collaboratively with internal teams to resolve issues and find solutions.
Requirements

To be successful in this role, you will need:

  • 6-12 months of related experience, education, or training.
  • Excellent communication, organizational, and time management skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer

Cambridge Investment Research (USA) offers a competitive benefits package, including:

  • 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.

For more information about our comprehensive benefits package, please visit our website.



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