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Cambridge Investment Research, Inc. Accounting Specialist in Fairfield, Iowa

Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for numbers and customer service to join the Accounting Department for a full time Feebilling Specialist position. The FeeBilling Specialist position works under the direction of Accounting leadership and functions as a team member of our FeeBilling and Processing team.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 39 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

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 nine times by our associates as a ‘Top Workplace in Iowa’, and 12 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 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.

  • Update information in Accounting database software including but not limited to daily

transactions, schedules, and general ledger entries related to receipt and reporting of revenue

  • Provide customer service related to Accounting and supply information as needed at request of

management, company associates, and rep-advisors

  • Process scheduled compensation including precise management fee and service fee calculations

  • Manage sensitive and confidential matters though planning and protecting security of information,

data and files

Six months to one year of related experience, education and/or training.

Job ID: 2021-1395

External Company Name: Cambridge Investment Research, Inc.

External Company URL: https://www.joincambridge.com/home/

Telecommute: No

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