Administrative Assistant and Receptionist

CAMA SELF DIRECTED IRA LLC; Ambler (Montgomery County); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

CamaPlan is seeking an entry-level Administrative Assistant and Receptionist to greet clients, answer calls, and support the Operations Team in retirement account administration. Training will be provided, with potential for advancement in a fast-growing financial services company.

The role emphasizes energetic, organized, and outgoing individuals with strong communication and multitasking skills. Prior admin/office experience is a plus and familiarity with Salesforce is beneficial.

Qualifications

• Ideal candidate is energetic, confident, organized and outgoing.
• Excellent communication (written and verbal) and relationship-building skills.
• Multi-tasking skills required.
• Admin/Office experience a plus.
• Experience with Microsoft Office a plus.
• Experience with Salesforce a plus.

Responsibilities

• Greet and assist clients
• Answer incoming calls
• Open, sort and distribute daily mail
• Assist the Operations Team in retirement account administration

Skills

Energetic

Confident

Organized

Outgoing

Multi-tasking

Excellent communication

Microsoft Office

Salesforce

Tools

Microsoft Office

Salesforce

Job description

Benefits:

• 401(k)


• Bonus based on performance


• Competitive salary


• Dental insurance


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• Vision insurance

CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through qualified retirement plans. The Administrative Assistant and Receptionist is an entry-level position with room to advance in our fast-growing financial services company. We will train the right person.

Requirements:

• Ideal candidate is energetic, confident, organized and outgoing


• Excellent communication (written and verbal) and relationship-building skills


• Multi-tasking skills required


• Admin/Office experience a plus


• Experience with Microsoft Office a plus


• Experience with Salesforce a plus

Responsibilities:

• Greet and assist clients


• Answer incoming calls


• Open, sort and distribute daily mail


• Assist the Operations Team in retirement account administration

Why choose to work with CamaPlan?

CamaPlan is a small business with an energetic work environment. If you want variety in your workday and the opportunity for advancement we are the work-family for you!