FranFund is an established and rapidly growing company located in downtown Fort Worth. We have helped thousands of entrepreneurs achieve
their dream of business ownership by providing a variety of funding solutions.
FranFund is looking for two Plan Administration Associates to join the team. 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. If you enjoy a challenge and are looking for a position that
offers growth and challenge apply today.
JOB DUTIES AND RESPONSIBILITIES
Maintain a designated number of 401(k) Plan
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
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 needed.
Other projects and duties as
Advanced Typing and Data Entry skills
Proficiency in Microsoft Office Suite with intermediate to advanced skills in Excel
Strong analytical and mathematical skills
well in a high volume production environment
Demonstrate critical thinking abilities
Excellent customer service skills with a high attention to detail
Prioritize workload based on department requirements and customer
Ability to multi-task in other areas of the unit
Positive attitude and team-oriented
2 years office experience is required.
health care and retirement benefits
Knowledge and experience gained from this role are transferable within the finance and retirement industry.
Opportunity for growth
Company culture is hard-working, professional and fun.