Trust Administrator

24 hours ago


Ambler, United States CAMA SELF DIRECTED IRA LLC Full time
Job DescriptionJob Description 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 and Salesforce experience 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.

  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job OverviewCAMA 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. We are seeking a skilled Trust Administrator to join our team.The ideal candidate will have experience in financial services, banking, accounting,...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job DescriptionIn this role as a Trust Administrator, you will be responsible for the daily administration of trust accounts, ensuring accurate and timely entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings. You will implement and enforce regulatory requirements and risk mitigation policies.You will...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    About the RoleWe are seeking an experienced Trust Administrator to join our team at CAMA SELF DIRECTED IRA LLC. In this role, you will be responsible for daily administration of trust accounts, including entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings.


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job OverviewCAMA 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.


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    About the Role:CAMA SELF DIRECTED IRA LLC is seeking a Trust Administrator to join our team. This role will be responsible for managing trust accounts, reviewing legal and financial documents, and providing exceptional customer service.Key Responsibilities:Daily administration of trust accounts, including entry of incoming and outgoing transactions,...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job OverviewCAMA Self-Directed IRA LLC is a self-directed IRA/401k administrator dedicated to educating clients and partners about investing in alternative assets through qualified retirement plans.CompensationThe estimated annual salary for this position ranges from $60,000 to $80,000, depending on experience.Key ResponsibilitiesDaily administration of...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    About the RoleWe are seeking an experienced Trust Administrator to join our team at CAMA Self-Directed IRA LLC. As a key member of our operations team, you will be responsible for managing trust accounts, reviewing financial documents, and providing top-notch client services.Compensation PackageThe estimated annual salary for this position ranges from...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job OverviewCAMA SELF DIRECTED IRA LLC is a leading provider of self-directed retirement plans. As a Trust Administrator, you will play a crucial role in managing trust accounts and ensuring compliance with regulatory requirements.


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    ResponsibilitiesThe Trust Administrator will be responsible for daily administration of trust accounts, including entry of incoming and outgoing transactions, transfer/rollover requests, distributions, and account closings. This role also involves implementing and enforcing regulatory requirements and risk mitigation policies, responding to client inquiries,...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job Title:Trust AdministratorAbout the Role:CAMA SELF DIRECTED IRA LLC seeks a detail-oriented Trust Administrator to manage trust accounts, review legal and financial documents, and provide exceptional customer service.Responsibilities:Daily administration of trust accounts including entry of incoming and outgoing transactions, transfer/rollover requests,...


  • Ambler, Pennsylvania, United States CAMA SELF DIRECTED IRA LLC Full time

    Job SummaryWe are seeking an experienced Trust Administrator to manage trust accounts, review legal and financial documents, and provide exceptional customer service. The ideal candidate will have a strong background in financial services, banking, accounting, finance, or real estate.


  • Ambler, Alaska, United States Care Options For Kids Full time

    We are seeking a dedicated and compassionate Child Development Specialist to join our team at Care Options for Kids. As a key member of our pediatric nursing staff, you will provide one-to-one care in the home environment, working closely with families to create a supportive and nurturing atmosphere.About the RoleIn this role, you will be responsible for...