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Cambridge Source Rep Assistant
Category: Other
  • Your pay will be discussed at your interview

Job code: lhw-e0-85734274

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Cambridge Investment Research

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  Job posted:   Mon Mar 12, 2018
  Distance to work:   ? miles
  3 Views, 0 Applications  
Cambridge Source Rep Assistant
Cambridge Investment Research, Inc., a national leader as a securities broker/dealer, has an opening in the Partner Support Center for a full time Cambridge Source Representative Assistant. The Cambridge Source Representative Assistant works under the direction of the Supervisor, Partner Support Center and assists in the daily function and activities for Rep-Advisor offices and Partner Support department.

Essential Duties and Responsibilities:

o Type and design general correspondences, memos, charts, tables, graphs, etc for Rep/Advisors.

o Schedule and organize complex activities such as meetings, phone calls, travel, and events for Rep/Advisors.

o Answer and problem-solve incoming telephone, voice mail, e-mail and occasionally in-person requests professionally and courteously.

o Obtain familiarity with industry knowledge of key topics, knowledge of company policies and procedures, and knowledge of company and industry financial software applications.

o Cross-train within Partner Support department responsibilities as to assist with overall department workload.

o Communicate internal policies and procedures, as well as external clearing firm policies and procedures to Rep/Advisors, and inform management of potential violations.

o Track billable and non-billable hours in order to accurately invoice each Rep/Advisor.


o High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

*As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.

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