Job Description: Trust Administrator
CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Trust Administrator reports directly to the Director of Operations and is responsible for management of trust accounts, reviewing legal and financial documents along with client services.
Requirements:
· Ideal candidate has eagerness to provide exceptional customer service, attention to detail and accuracy.
· Experience in financial services, banking, accounting, finance, and real estate a plus.
· Bachelor's and prior work experience a plus.
· Solid knowledge of Microsoft software, excel, word, outlook.
· Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus.
Responsibilities:
· Daily administration of trust accounts – entry incoming and outgoing transactions, Transfer/Rollover request, distributions and entry of account closings and partial transfers.
· Implement/enforce regulatory requirements and risk mitigation policies.
· Respond to information requests via emails from website, facilitation of account login and monitor client service levels and frequently report satisfaction levels to management.
· Research and resolve problems and complaints. Participate in team projects.
· Cross-train to back up co-workers. Continuous communication with internal departments such as Accounting, Operations and Compliance.
Success Factors:
· Favorable customer experience.
· Accurate and timely administration of transactions in client accounts.
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.
Salary :
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