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Plan Administration Coordinator

2 months ago

Fort Worth, Texas, United States Franfund Inc Full time
Job Description

About the Role

We are seeking a highly organized and detail-oriented Plan Administration Specialist to join our team at FranFund Inc. As a key member of our Third Party Administration department, you will be responsible for a variety of tasks that support our clients and their employees.

About You

You are a customer-focused professional with excellent communication skills and a strong attention to detail. You are able to prioritize tasks, work efficiently, and thrive in a fast-paced environment. Your reliability and consistency are essential qualities for this role.

About Us

FranFund Inc. is a leading provider of financial services to businesses and their employees. We are committed to delivering exceptional service and support to our clients, and we are looking for a dedicated and motivated individual to join our team.

Key Responsibilities

  • Act as a liaison between clients and all parties involved in funding transactions.
  • Conduct a thorough review of client-submitted documents to ensure accuracy and completeness.
  • Complete, submit, and follow up on account applications to ensure timely opening of clients' new 401(k) accounts.
  • Facilitate asset transfers into clients' new 401(k) accounts.
  • Collaborate with state agencies to manage incorporation processes.
  • Prepare all organizational documents related to new retirement plans.
  • Engage in other projects as required.

Requirements

  • Typing speed of 50-60 wpm with high accuracy.
  • Customer service focus.
  • Strong critical and analytical thinking abilities.
  • Ability to prioritize tasks and thrive in a fast-paced environment.
  • Consistent attention to detail and quick problem-solving skills.
  • Capable of handling sensitive financial information discreetly.
  • Team player and self-starter who can meet deadlines with minimal supervision.
  • Good organizational skills and adept at handling multiple projects simultaneously.
  • Background in banking, investments, or legal work is a plus.

Benefits and Perks

  • Competitive salary and generous paid time off.
  • Comprehensive medical benefits with significant employer contributions.
  • Dental, Vision, Short-Term Disability, Long-Term Disability, Life/AD&D Insurance plans.
  • Medical and Dependent Care Flexible Spending Accounts (FSAs).
  • 401(k) Plan with employer contribution.
  • Paid covered parking.
  • Snacks, group lunches, happy hours, and company parties.

Our Mission and Values

We are committed to providing opportunities to business owners and their employees in a reputable and accountable manner. Our values include:

  • Model Excellence - Demonstrating courage and high performance, we excel in problem-solving with industry expertise, determination, and reliability.
  • Embrace Relationships - Fostering deep internal and external relationships, we emphasize teamwork, trust, authenticity, and effective communication.
  • Expedite Quality - Operating with a sense of urgency, we prioritize quality and integrity, ensuring precision in every task.
  • Choose Positivity - Opting for kindness, care, and optimism, we confront challenges with a positive mindset, turning them into opportunities.
  • Celebrate Success - With a focus on hard work, fun, and victory, we acknowledge and appreciate those who contribute to our successes.