Retirement Account Administrator

CAMA SELF DIRECTED IRA LLC; Ambler (Montgomery County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Holidays

PTO

Short-term Disability

Long-term Disability

401(k)

Bonus

Company parties

Competitive salary

Dental insurance

Health insurance

Advancement opportunities

Paid time off

Profit sharing

Training & development

Vision insurance

Job summary

CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Trust Administrator reports directly to the Director of Operations and manages trust accounts, reviews documents, and supports client services.

The role emphasizes accurate processing of IRA/401K transactions, regulatory adherence and proactive communication with internal teams to ensure high client satisfaction.

Qualifications

• Ideal candidate has eagerness to provide exceptional customer service, attention to detail and accuracy.
• Experience in financial services, banking, accounting, finance, and real estate a plus.
• Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus.
• Bachelor's and prior work experience a plus.

Responsibilities

• Daily administration of retirement (IRA and 401K) accounts – entering incoming and outgoing transactions, processing Transfer/Rollover requests, Distributions, and entry of account closings and partial transfers.
• Implement/enforce regulatory requirements and risk mitigation policies.
• Respond to information requests via emails from website, facilitation of account login and monitor client service levels and frequently report satisfaction levels to management.
• Research and resolve problems and complaints. Participate in team projects.
• Cross-train to back up co-workers. Continuous communication with internal departments such as Accounting, Operations and Compliance.
• Favor able customer experience and accurate, timely administration of transactions in client accounts.

Skills

Customer service

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Salesforce

Job description

Benefits:

• Holidays
• PTO
• ST and LT Disability Insurance
• 401(k)
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Vision insurance

Job Description: Retirement Account Administrator

CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Trust Administrator reports directly to the Director of Operations and is responsible for management of trust accounts, reviewing legal and financial documents along with client services.

Requirements:

Ideal candidate has eagerness to provide exceptional customer service, attention to detail and accuracy.

Experience in financial services, banking, accounting, finance, and real estate a plus.

Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus.

Bachelor's and prior work experience a plus.

Solid knowledge of Microsoft software, excel, word, outlook.

Knowledge of Salesforce a plus.

Responsibilities:

Daily administration of retirement (IRA and 401K) accounts – entering incoming and outgoing transactions, processing Transfer/Rollover requests, Distributions, and entry of account closings and partial transfers.

Implement/enforce regulatory requirements and risk mitigation policies.

Respond to information requests via emails from website, facilitation of account login and monitor client service levels and frequently report satisfaction levels to management.

Research and resolve problems and complaints. Participate in team projects.

Cross-train to back up co-workers. Continuous communication with internal departments such as Accounting, Operations and Compliance.

Success Factors:

Favorable customer experience.

Accurate and timely administration of transactions in client accounts.