Senior Administrative Assistant Job at Cambridge Investment Research, Inc.
Overview:
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 12 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
Essential Duties:
Compensation: $45,000-50,000. 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.
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firms, is actively looking for an experienced administrative professional to to join the Operations Department. The Senior Administrative Assistant supports scheduling meetings, lunch arrangements, travel logistics, independently analyzing spreadsheet data and tracking information as needed, drafting correspondence and taking meeting notes.
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 12 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
- Schedule and organize activities such as meetings, conferences, phone calls, travel, agendas, and events for the department and/or company
- Coordinate logistics related to credit card reconciliations, reimbursement payments and coordinating the department budget spreadsheet/expenses
- Take detailed meeting minute notes, share with stakeholders and answer questions
- Update information in departmental database software and/or spreadsheets as appropriate
- Update and write general communication and update spreadsheets, graphs, and PowerPoints for leadership
One or more years of related experience, education and/or training.
Compensation: $45,000-50,000. 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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