New Business Coordinator

Cambridge Financial Group LLC (an 1847

Financial Affiliated Firm) is a well-established financial planning firm dedicated to delivering an exceptionally high level of service to the families we serve. We are seeking a highly organized, detail-oriented, and process-driven professional to join our team as a New Business Coordinator.

This role is central to our firm’s operations and is ideal for someone who takes pride in accuracy, organization, and seeing tasks through from start to finish. We are willing to train the right individual and offer an excellent opportunity for long-term stability, professional development, and growth within a high-performing team.

Position Type:
Full-Time (35–40 hours per week)

Work Location:

In-office

Compensation: $22–$32 per hour, depending on experience

• Exceptional attention to detail and a high level of accuracy
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• A process-oriented mindset with satisfaction in completing work thoroughly and correctly
• Strong analytical and problem-solving skills
• A caring, client-first attitude and professional communication style
• Willingness to learn, adapt, and master evolving systems and procedures
• Prior experience in the financial services industry preferred
• Experience with financial, mortgage, insurance, or tax-related document processing is a strong plus

• Coordinate and manage the flow of all paperwork across the firm
• Process new account applications, transfers, and custodial documentation
• Prepare, submit, and track life insurance applications
• Coordinate tax-related documentation and communicate with clients and tax professionals
• Maintain accurate, well-organized records in the firm’s CRM and planning software
• Support the financial advisor by ensuring all operational tasks are completed accurately and on time
• Communicate with clients regarding outstanding paperwork, signatures, and follow-up items
• Assist with preparation for client meetings as needed
• Take on additional responsibilities as you grow and become acclimated to the role

• 401(k) with employer matching
• Health insurance
• Paid time off
• Training and professional development opportunities