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Company Contact Info

  • 46 South Main Street
    Medford, NJ 08055
  • Richard Steele

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Administrative Assistant

Cambridge Financial Group, LLC • Medford, NJ

Posted 11 days ago

Job Snapshot

Travel - None
Accounting - Finance
Admin - Clerical


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Job Description

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

Job Requirements

  • 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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