Plan Administration Assistant

FranFund; Fort Worth (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

FranFund in Fort Worth, TX, is seeking a detail-oriented TPA Administration Assistant to support qualified retirement plan administration and client service. The role emphasizes accuracy, deadlines, and a client-focused experience.

You'll work with experienced retirement plan professionals, gaining exposure to IRS requirements and 5500 plan filings. Strong data entry, Excel, and communication skills are essential for success in this role.

Qualifications

• High school diploma or equivalent is required.
• 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.
• Analytical, mathematical, and problem-solving abilities.
• Excellent organizational and detail orientation.
• Ability to manage multiple priorities and meet deadlines.
• Excellent customer service and communication skills.

Responsibilities

• Update client databases.
• Handle basic client communications and inquiries (plan operations, eligibility enrollment).
• Document all plan transactions during the year (loans, distributions, rollovers).
• Identify and escalate complex plan issues (corrections, control group, RMD).
• Perform annual review for first-year clients: gather data, review changes, prepare plan financials and 5500 with schedules, determine eligible employees, prepare and send work product, invite clients to sign 5500, follow up.
• Organize client files on server as needed.
• Assist with other projects as needed.
• Communicate additional billing for services outside the annual fee.
• Assist Plan Admin Level I and II staff as needed.

Skills

Data entry

Typing

Excel

Microsoft Office

Analytical

Organizational skills

Customer service

Communication

Team player

Overtime when needed

CRM (Salesforce)

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Office Suite

CRM Salesforce

Job description

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 upscale 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