Job Description

Job Description

Job Description

We are FranFund. We help entrepreneurs seeking to purchase a franchise determine how to finance it. We’re not a bank—we’re an award-winning funding partner, and we’ve been named the #1 Banking and Financing Supplier in Franchising by Entrepreneur Magazine for 3 years and running. We are looking for a detail-oriented and proactive Retirement Plan Support Assistant to join our team. In this role, you will provide critical administrative support to ensure clients can successfully establish and manage retirement plans through our FranPlan program. This position is ideal for someone who enjoys working in a fast-paced, client-focused environment and takes pride in delivering accuracy, efficiency, and exceptional service.

• 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
• Familiarity with EIN and Ft. Williams software a plus

• 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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