Retirement Plan Administration Assistant

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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