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The Accounting Specialist works under the direction of Accounting Leadership and supports key Accounting functions through accurate processing, queue ownership, routine task completion, and responsive service. This role requires a technology-capable associate who demonstrates curiosity, sound judgment, adaptability, analytical thinking, and a continuous improvement mindset while developing subject matter expertise within Accounting and Cambridge systems.

What You'll Do:

• Update Accounting systems and databases, including daily transactions, schedules, general ledger entries, and related records.

• Process scheduled compensation, including management fee and service fee calculations, with accuracy and attention to detail.

• Own assigned queue work and routine team tasks while meeting service expectations and maintaining accountability.

• Supply information and responsive service to management, associates, and financial professionals as needed.

• Protect confidential information, data, and files through appropriate planning, accuracy, and security awareness.

• Use department systems, spreadsheets, approved technology tools, and approved Agentic AI capabilities to support accurate processing, research, efficiency, and process improvement.

• Apply analytical thinking, curiosity, and sound judgment to research issues, identify patterns, make good-quality decisions, and understand the reasoning behind those decisions.

• Demonstrate an improvement and change champion mindset by adapting quickly, supporting process transitions, and identifying opportunities to streamline work.

• Develop subject matter expertise and pursue continued growth within Accounting and Cambridge Investment Research.

• Ability to read and interpret rules, instructions, manuals, and department procedures; communicate clearly in writing and verbally with associates, management, and financial professionals.

• Foundational math knowledge with the ability to use Excel and other tools to support accurate calculations, data review, and reporting.

• Ability to apply common sense, analytical thinking, and sound judgment to make quality decisions and recognize when research or escalation is needed.

• Technology-savvy mindset with the ability to use database software, email, spreadsheets, word processing, company proprietary systems, and approved Agentic AI capabilities.

• Ability to self-motivate, work independently, organize priorities, manage queue work, and perform well under pressure.

• Ability to think beyond basic data entry by asking thoughtful questions, identifying patterns, researching issues, and recommending practical solutions.

• Ability to welcome change, adapt quickly, support process transitions, and demonstrate curiosity, outside-the-box thinking, and an improvement mindset.

Location: Phoenix, AZ, or Fairfield, IA - Hybrid in-office 3 days/week

Why Cambridge?

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

• Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit https://www.joincambridge.com/