Plan Administration Assistant
franfundFort Worth (TX)
Plan Administration Assistant
Posted yesterday
franfundFort Worth (TX)
SENIORITY
Mid
About the role
TPA Administration Assistant 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 SuiteStrong 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 periodsCRM 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
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