Administrative Assistant and Receptionist

The Administrative Assistant and Receptionist is an entry-level position with room to advance in our fast-growing financial services company. If you want variety in your workday and the opportunity for advancement we are the work-family for you!

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!