401(K) Administrator - Part Time

Langan Financial Group, LLC

Camp Hill (Cumberland County)

On-site

USD 28,000 - 41,000

Part time

4 days ago
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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 and hours, coordinated with the team to meet client deadlines and service needs.

We are looking for someone who is proactive, organized, eager to learn, and committed to delivering excellent client service in a fast-paced environment.

Qualifications

  • At least three years of relevant experience preferred.
  • Bachelor’s degree is required.
  • Familiarity with Morningstar and RPAG preferred.

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 CRM system.

Skills

Detail-oriented
Organized
Proactive
Verbal and written communication
Client service
Problem solving
Interpersonal skills
Eager to learn

Education

Bachelor's degree
3+ years relevant experience

Tools

Morningstar
RPAG

Job description

Job Summary:

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:
  • 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:
  • At least three years of relevant experience preferred.
  • Bachelor’s degree required.
  • Familiarity with Morningstar and RPAG preferred.
Compensation:
  • Competitive compensation.
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