Overview
Plan Administration Assistant (FranPlan) Jobs in Fort Worth, TX at Franfund Inc
Full Job Description
SUMMARY / OBJECTIVE: The Plan Administration Assistant is primarily responsible for supporting FranPlan Specialists within the FranPlan Department.
ESSENTIAL JOB DUTIES & RESPONSIBILITIES:
Prepare all necessary paperwork for a client going through the FranPlan process.
File Articles of Incorporation with the appropriate State Agency
Assign EIN
Create retirement plan in Ft Williams
prepare all account applications and supporting documents needed to open accounts
Prepare and/or quality control client deliverables
Stock certificates
Binders
Provide support to clients on an as-needed basis returning phone calls and emails when the FPS is unavailable.
Facilitate certain calls with the client and financial institutions related to opening the plan account and facilitating transfers into the new account.
Participate in ongoing training
Refer preferred partners to clients as appropriate.
REQUIREMENTS:
High school diploma
Advanced Typing and Data Entry skills
Proficiency in Microsoft Office
Work well in a high-volume production environment
Excellent customer service skills with a high attention to detail
Prioritize workload based on department requirements and customer needs
Positive attitude and team-oriented
CRM experience
CORE COMPETENCIES:
Customer/client focus
Communication proficiency
Problem solving/analysis/critical thinking
Organization
Teamwork
Discretion and independent judgment
Time Management
Title: Plan Administration Assistant (FranPlan)
Company: Franfund Inc
Location: Fort Worth, TX
Category:
