Administrative Assistant, Cambridge Source Office Assistant, Marketing
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Alexis Kiefer has been part of the Cambridge Source Office Assistant Team since August 2021. Alexis assists financial professionals with account management, reporting and planning, communication, and client management. Additionally, she has completed the Cambridge Client Service Excellence (CCSE) bronze and silver certification. Alexis is a graduate of Indian Hills Community College, where she earned her Associate of Applied Science degree in Office Management. She currently lives in Fairfield, Iowa, where she enjoys spending time with her cat, friends, and family.