Retirement Plan Specialist
Langan Financial Group•Camp Hill, PA
About The Position
Langan Financial Group, LLC is seeking a part-time Retirement Plan Specialist to support its growing retirement plan business. The position is approximately 20 hours per week, with flexible scheduling coordinated with the team to support client meetings, deadlines, and service needs. The company is looking for someone proactive, organized, eager to learn, and committed to excellent client service in a fast-paced environment.
Requirements
- Bachelor’s degree required.
- Detail-oriented and highly organized.
- Proactive and forward-thinking.
- Excellent verbal and written communication skills.
- Committed to excellent client service.
- Strong problem-solving skills.
- Strong interpersonal skills and eagerness to learn.
Nice To Haves
- Familiarity with Morningstar and RPAG.
Responsibilities
- Schedule client meetings.
- Prepare fiduciary reviews.
- Conduct fee benchmarking and investment due diligence.
- Update plan assets and prepare reports.
- Process enrollment applications.
- Monitor and follow up on customer service requests.
- Maintain client records in the Customer Relationship Management (CRM) system.
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What This Job Offers
Job Type
Part-time
