Job Description

Job Description

Job Description

Summary:

We are seeking a detail-oriented and proactive Plan Administration Assistant to support our FranPlan Specialists. In this role, you will play a key part in the administrative process that helps clients establish and maintain retirement plans through our FranPlan program. This is an excellent opportunity for someone who thrives in a high-volume, customer-focused environment.

• Prepare and organize all required documentation for clients participating in the FranPlan process
• File Articles of Incorporation with the appropriate state agencies
• Obtain Employer Identification Numbers (EINs)
• Create and manage retirement plans using Ft. Williams software
• Complete all applications and gather supporting documents to open client accounts
• Prepare and/or review client deliverables for accuracy and completeness
• Generate stock certificates and assemble plan binders
• Respond to client inquiries via phone and email when assigned Specialists are unavailable
• Coordinate calls between clients and financial institutions to open accounts and manage fund transfers
• Refer clients to preferred partners as appropriate
• Participate in ongoing training and development initiatives

• High school diploma or equivalent (associate degree or higher preferred)
• Strong typing and data entry skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to manage multiple tasks in a high-volume, fast-paced environment
• Excellent customer service and communication skills
• Strong attention to detail and accuracy
• Ability to prioritize tasks based on urgency and client needs
• Positive, team-oriented attitude
• CRM experience preferred

• Customer and client focus
• Clear and professional communication
• Critical thinking and problem-solving
• Strong organizational skills
• Team collaboration
• Discretion and independent judgment
• Time management and adaptability

Join our team and help empower entrepreneurs to launch and grow their businesses with confidence.

Apply today!

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