Administrative Specialist , Cambridge Source-Office Assistant
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. Olivia Groves has been part of the Cambridge Source Office Assistant Team since September 2021. Olivia assists financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Fairfield, Iowa, where she enjoys spending time with her daughter, shopping, and collecting unique items.