Job Description: Office 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 Office Administrator reports directly to the Director of Operations.

Requirements:

• A degree in accounting, finance, or a related field preferred, but relevant experience may be considered.

• At least 3 years of experience in bookkeeping and office management is required.

• Solid knowledge of Quickbooks, Microsoft software, excel, word, outlook.

• Strong verbal and written communication skills to interact effectively with employees, clients and vendors.

• Ability to interact with and report to senior management.

• Ability to manage multiple tasks, prioritize and multi-task with minimal supervision.

• Ability to collaborate with and coordinate tasks with individuals and groups.

Responsibilities:

• Perform full-cycle bookkeeping tasks, including date entry, ledger management and financial reconciliations.

• Maintain office supplies inventories to prevent disruption/rush orders.

• Maintain/monitor contracts/deliverables.

• Manage employee records, including attendance and payroll, HR functions such as onboarding, offboarding, and benefits administration.

• Maintain emergency liaison list.

• Assist with planning/execution of internal office events.

• Participate in special projects in operations as assigned.

Success Factors:

• Assisting Director of Finance and Operations.

• Accurate and timely administration of human resource benefits and payroll.

• Timely and accurate financial reporting.