Job Description

Job Description

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:

1. Customer/client focus
2. Communication proficiency
3. Problem solving/analysis/critical thinking
4. Organization 
5. Teamwork
6. Discretion and independent judgment
7. Time Management

PI274624883

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