Retirement Plan Administration Assistant

FranFund, Inc. is a growing financial services company, and we’re searching for a Retirement Plan Administration Assistant.

This role is an entry-level position within the Third-Party Administration Department. Each Associate works directly with a senior administrator to learn aspects of retirement plan administration, compliance, and accounting.

About You

You enjoy a challenge and have an aptitude for math and logic. You enjoy helping customers and take pride in delivering quality work.

You enjoy learning and improving your skills.

About Us

FranFund is headquartered in Fort Worth, TX, and is a leading franchise and small business funding provider. We help businesses get their doors open and then get bigger.

It’s a big job, and we need people with big goals, big ideas, and big hearts to do it. Our team is small but mighty. We work hard to get the job done but take time to incorporate fun to help us stay connected and energized.

At FranFund, you will learn about a dynamic industry, while having the opportunity to make contributions from day one. Our teamwork-focused culture encourages collaboration, creative problem-solving, and delivery of top-notch services.

What You’ll Be Doing

• Maintain a designated number of 401(k) Plans
• Initiate and respond to basic client communication and inquiries
• Document all plan transactions during the year (loans, distributions, rollovers, contributions)
• Perform annual review process for all assigned plans
• Prepare plan financials and 5500 with all schedules
• Determine eligible employees based on census
• Prepare and send work product
• Invite clients to electronically sign 5500 and follow-up as needed
• Gather, record, and track receipt of all year-end documents
• Other projects and duties as needed

Knowledge & Skills

• Advanced typing and data entry skills
• Proficiency in Microsoft Office Suite with intermediate to advanced skills in Excel
• Strong analytical and mathematical skills
• Work well in a high-volume production environment
• Demonstrate critical thinking abilities and exercise judgment when needed
• Excellent customer service skills with high attention to detail
• Prioritize workload based on department requirements and customer needs
• Ability to multi-task in other areas of the unit
• Positive attitude and team-oriented
• 3+ years financial industry experience
• Retirement Plan industry experience is a plus

Benefits & Perks

• Competitive salary, PTO, and paid holidays
• Robust medical benefits with generous employer contribution
• Dental, Vision, Short-Term Disability, Long-Term Disability, Life / AD&D Insurance plans
• Medical and Dependent Care Flexible Spending Accounts (FSAs)
• 401(k) Plan with employer contribution
• Continuing Education opportunities (QKA certification, ASPPA membership, etc.)

We are proud of our Mission & Values and live by them daily :

Mission : Providing opportunity to business owners and their employees in a reputable and responsible manner.

Values : A Tradition of Winning Results

Model excellence - We are courageous, high performing problem solvers powered by industry expertise, grit, and accountability.

We are continuously evolving, improving, and exceeding expectations.

• Embrace relationships - We are a people-driven company with deep internal and external relationships. We demonstrate fierce commitment through teamwork, trust, authenticity, and unparalleled communication.
• Expedite quality - We operate with urgency, never sacrificing quality or integrity. We’re trusted to do it right every time and we do.
• Choose positivity - Attitudes are a choice. We strive to be kind, caring and optimistic. We turn obstacles into opportunities.
• Celebrate success - Work hard. Have fun. Win. Make history. Recognize those who make each victory possible.
19 days ago