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!
Numbers & Facts
Location
Ambler, PA
Job Type
Full-time
Skills
Administrative Skillsunmatched
Bookkeepingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Mail Processingunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Retirement Planunmatched
Retirement and Pension Managementunmatched
Salesforce.comunmatched
Small Businessunmatched
Telephone Skillsunmatched
Training/Teachingunmatched
Vision Planunmatched
Writing Skillsunmatched
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