Administrative Assistant and Receptionist
Ambler
Administrative Assistant and Receptionist
Full Time • Ambler
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!
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!
Compensation: $40,000.00 - $50,000.00 per year
For Investors, by Investors…
What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence…
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.
CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.
(if you already have a resume on Indeed)