What are the responsibilities and job description for the Retirement Plan Specialist position at Langan Financial Group?
Job Summary:
Langan Financial Group, LLC is seeking a part-time Retirement Plan Specialist to support our growing retirement plan business. This position is approximately 20 hours per week. You may choose the days and hours you work, coordinating with the team to support client meetings, deadlines, and service needs. We are looking for someone who is proactive, organized, eager to learn, and committed to excellent client service in a fast-paced environment.
Duties/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
Core Competencies:
- 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
Education and Experience:
- Bachelor’s degree required
- Familiarity with Morningstar and RPAG preferred
Compensation:
- Competitive compensation
Please send all resumes to Devin Langan – Devin@LanganFinancial.com