Administrative Assistant and Receptionist
CAMA SELF DIRECTED IRA LLC
Job Description Job Description 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!
Vacancy posted 10 hours ago
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