What are the responsibilities and job description for the Retirement Plan Specialist position at Larson Financial Group, LLC?
Description
Join our team at Larson Financial Holdings, LLC as a Retirement Plan Assistant, where you will play an essential role in supporting the administration and management of retirement plans. In this position, you will collaborate with plan administrators and clients to ensure seamless operations and exceptional service. Your attention to detail and commitment to excellence will help our clients achieve their retirement goals.
Requirements
· High school diploma or equivalent; associate degree in finance, business, or a related field preferred.
· Minimum of 1-2 years of experience in financial services, retirement planning, or a related field.
· Proficiency in Microsoft Office Suite, especially Excel and Word.
· Familiarity with retirement plan types, including 401(k), IRAs, and pension plans.
· Excellent communication and interpersonal skills.
· Strong organizational skills and attention to detail.
· Ability to handle sensitive and confidential information with discretion.
· Customer service experience with a focus on financial services.
· Basic understanding of financial regulations and compliance related to retirement plans.
· Ability to work independently and as part of a team.
· Strong problem-solving skills and ability to multitask in a fast-paced environment.
· Experience using financial planning software is a plus.
· Demonstrated ability to prioritize tasks and manage time effectively.
Larson Financial Group offers a generous employee benefits & perks package:
· Profit Sharing Bonus Program
· 401(k) Employer Match up to 4%
· Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available (at cost).
· Dental Insurance
· Vision Insurance
· ER PD Long Term Disability Insurance
· ER PD Life Insurance
· ER PD EAP
· Voluntary Short Term & Additional Life
· Supplemental Insurance
· Paid time Off (112 hours after 90 days)
· Holiday Pay (12 Holidays)
· Training & Education
· ER Events, Awards, Activities
