FranFund, Inc. is a growing financial services company, and we’re searching for a Retirement Plan Administrator. 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
FranFund is committed to diversity, equity, and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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