401(K) Administrator - Part Time

Langan Financial Group; Camp Hill (Cumberland County); On-site; USD 34,000 - 48,000; Part time

Benefits offered by this job

Competitive compensation

Job summary

Langan Financial Group, LLC is seeking a part-time 401(k) Administrator to support our growing retirement plan business. This role is approximately 20 hours per week, with flexible days to coordinate client meetings, deadlines and service needs.

The ideal candidate is proactive, organized, and committed to excellent client service in a fast-paced environment. Experience with retirement plans and familiarity with Morningstar and RPAG preferred.

Qualifications

• At least three years of relevant experience preferred
• Familiarity with Morningstar and RPAG preferred

Responsibilities

• 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 CRM system

Skills

Detail oriented

Organized

Proactive

Communication

Client service

Problem solving

Interpersonal skills

Learn quickly

Tools

Morningstar

RPAG

Job description

Langan Financial Group, LLC is seeking a part-time 401(k) Administrator 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:

• 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:

• At least three years of relevant experience preferred
• Familiarity with Morningstar and RPAG preferred

Compensation:

• Competitive compensation