Trust Administrator

{"h1": "Trust Administrator Job Description", "p": "At CAMA Self-Directed IRA LLC, we are seeking a highly skilled Trust Administrator to join our team. As a Trust Administrator, you will be responsible for the daily administration of trust accounts, including entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings. You will also implement and enforce regulatory requirements and risk mitigation policies, respond to information requests via email, and facilitate account login. Additionally, you will monitor client service levels and frequently report satisfaction levels to management. ", "ul": [{"li": "Daily administration of trust accounts, including entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings."}, {"li": "Implement and enforce regulatory requirements and risk mitigation policies."}, {"li": "Respond to information requests via email and facilitate account login."}, {"li": "Monitor client service levels and frequently report satisfaction levels to management."}], "h2": "Requirements", "p": "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\u2019s and prior work experience a plus. Solid knowledge of Microsoft software, Excel, Word, and Outlook. Specific experience with retirement plans, retirement investing, and IRS retirement compliance a plus.", "h2": "Responsibilities", "p": "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 and facilitate account login. Monitor client service levels and frequently report satisfaction levels to management.", "h2": "Success Factors", "p": "Favorable customer experience. Accurate and timely administration of transactions in client accounts.", "h3": "About CAMA Self-Directed IRA LLC", "p": "CAMA Self-Directed IRA LLC is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans.", "h3": "Why Work with Us", "p": "At CAMA Self-Directed IRA LLC, we offer a competitive salary, benefits, and opportunities for advancement. We are a dynamic and growing company that values our employees and provides a supportive work environment.", "h3": "How to Apply", "p": "If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]."}