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Company Contact Info
46 South Main Street
Medford, NJ 08055
- Richard Steele
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Cambridge Financial Group, LLC • Medford, NJ
Posted 11 days ago
Travel - None
Accounting - Finance
Admin - Clerical
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Responsibilities include but are not limited to:
- Client service and communication-strong client relationship management
- Assist in maintaining client records - CRM database
- Support advisor with opening and servicing of client accounts
- Assist with preparation for client meetings
- Clerical duties as assigned - answering phone, filing, etc.
- Assist with maintenance of compliance requirements
- Additional responsibilities introduced as you become acclimated
- Strong analytical skills
- Superior accuracy and very detail oriented
- Extremely organized with the ability to multi-task
- Working knowledge of investment and financial terminology preferred
- Computer skills are essential (Microsoft office)
- Willingness to learn and adapt to changing processes and procedures
- A genuine interest in the financial industry and working with numbers
- Flexible schedule
- Outgoing, dependable, honest and dedicated
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