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!