Retirement Plan Administration Assistant

Job Description

Job Description

Retirement Plan Administration Assistant
Location: Fort Worth, TX
Full-Time | Clerical
Pay: $24.00–$28.00

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.
• Handle basic client communication and inquiries regarding general plan operations, eligibility, and enrollment.
• Document all plan transactions during the year, including loans, distributions, and rollovers.
• Recognize and escalate advanced plan issues, including corrections, control groups, and RMDs.
• Perform the annual review process for a small pipeline of first-year clients.
• Request and review client data and inquire about changes or potential issues.
• Prepare plan financials and Form 5500 with all required schedules.
• Determine eligible employees based on census data and plan document eligibility parameters.
• Prepare and send completed work product.
• Invite clients to sign Form 5500 and follow up as needed.
• Organize client files on the server as needed.
• Communicate additional billing for services outside of the annual fee.
• Assist Plan Administrator Level I and II employees as needed.
• Complete other projects as assigned.

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 Suite.
• Strong 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 periods.
• CRM experience; Salesforce preferred.
• Retirement plan industry experience is 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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