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Retirement Plan Specialist

FranFund, Inc.

in Fort Worth TX

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. 

JOB OVERVIEW

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 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 needed.
  • Other projects and duties as needed.

QUALIFICATIONS

  • 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
  • Excellent customer service skills with a 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

Required Experience

  • 2 years office experience is required. 

BENEFITS

  • Competitive 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.

How to Apply

Email resume to hbejar@franfund.com 

Visit our web site.


This ad has been viewed 780 times. It expires on 6/18/2018.

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