Trust Administrator

Job Description
At CAMA SELF DIRECTED IRA LLC, we are seeking a highly skilled Trust Administrator to join our team. The ideal candidate will have a strong background in financial services, with experience in managing trust accounts, reviewing legal and financial documents, and providing exceptional customer service.

Responsibilities:
• Daily administration of trust accounts, including entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings.
• Implement and enforce regulatory requirements and risk mitigation policies.
• Respond to information requests via email, facilitate account login, and monitor client service levels.
• Research and resolve problems and complaints, and participate in team projects.

Requirements:
• Bachelor's degree and prior work experience in financial services, banking, accounting, finance, or real estate.
• Solid knowledge of Microsoft software, including Excel, Word, and Outlook.
• Specific experience with retirement plans, retirement investing, and IRS retirement compliance a plus.

Success Factors:
• Favorable customer experience.
• Accurate and timely administration of transactions in client accounts.

Why Join Our Team?
We offer a competitive salary, bonus based on performance, and a comprehensive benefits package, including 401(k), dental insurance, health insurance, paid time off, and profit sharing. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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