Administrative Assistant — Entry-Level with Training (Finance)

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

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.