Client-Facing Office Assistant for Fast-Growth Finance

CAMA SELF DIRECTED IRA LLC; Ambler (Montgomery County); On-site; USD 28,000 - 36,000; 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 a small, fast-growing financial services company that educates clients and partners about investing in alternative assets through qualified retirement plans. The Receptionist and Office Assistant is an entry-level role with room to advance, and we will train the right person.

Greet clients, answer calls, manage mail, and support retirement account administration as part of the Operations Team. Opportunities for growth and a dynamic, energetic work environment are offered.

Qualifications

• Energetic, confident, organized and outgoing.
• Excellent written and verbal communication skills.
• Multi-tasking abilities are required.
• Receptionist/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

Strong communication

Multi-tasking

Tools

Microsoft Office

Salesforce

Job description

CamaPlan is a small, fast-growing financial services company that educates clients and partners about investing in alternative assets through qualified retirement plans. The Receptionist and Office Assistant is an entry-level role with room to advance, and we will train the right person.

Greet clients, answer calls, manage mail, and support retirement account administration as part of the Operations Team. Opportunities for growth and a dynamic, energetic work environment are offered.