We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.
This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.
ESSENTIAL JOB DUTIES & RESPONSIBILITIES
- Ensure client database is updated
- Basic client communication and inquiries (general plan operations, eligibility enrollment)
- Documents all plan transactions during the year (loans, distributions, rollovers)
- Recognize and escalate advanced plan issues (corrections, control group, RMD)
- Perform annual review process for small pipeline of first year clients:
- Request and review all data, inquire about changes or potential issues from data provided
- Prepare plan financials and 5500 with all schedules
- Determine eligible employees based on census and plan document eligibility parameters
- Prepare and send work product
- Invite clients to sign 5500 and follow up as needed
- Organize client files on server as needed
- Other Projects as Needed
- Communicate additional billing for services outside of what is included in the annual fee
- Assist Plan Admin Level I and II employees as needed
REQUIREMENTS
- High school diploma or equivalent
- 3+ years of experience in the financial services industry
- Strong data entry and typing skills
- Intermediate to advanced Microsoft Excel skills
- Proficiency with Microsoft Office Suite
- Strong analytical, mathematical, and problem-solving abilities
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities while meeting deadlines
- Excellent customer service and communication skills
- Positive attitude with a collaborative, team-oriented approach
- Ability to work additional hours during peak processing periods
- CRM experience (Salesforce preferred)
- Retirement Plan industry experience a plus
CORE COMPETENCIES
- Trust & Accountability
- Client-Centered Excellence
- Collaboration & Teamwork
- Communication Excellence
- Strategic Thinking & Problem Solving
- Adaptability & Learning Agility
- Organizational Skills
- Technical Expertise
- Time Management
- Attention to Detail
Skills Required
- High school diploma or equivalent
- 3+ years of experience in the financial services industry
- Strong data entry and typing skills
- Intermediate to advanced Microsoft Excel skills
- Proficiency with Microsoft Office Suite
- Strong analytical, mathematical, and problem-solving abilities
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities while meeting deadlines
- Excellent customer service and communication skills
- Positive attitude with a collaborative, team-oriented approach
- Ability to work additional hours during peak processing periods
- CRM experience, preferably Salesforce
- Retirement plan industry experience
What We Do
FranFund helps aspiring and existing franchisees and small-business owners plan and secure capital to launch, start or grow a business. It offers personalized consultations and flexible, all-in-one funding plans, including SBA loans and 401(k)/IRA rollover funding through its FranPlan program. Using a franchise-specific prequalification process and a network of lenders, the company guides customers toward financing suited to their circumstances and supports them through the funding process.
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