The Retirement Plan Coordinator II serves as the main point of contact for communications with assigned Retirement Plan clients; manages daily communications with internal and external parties to satisfy, maintain and improve client relationships. Supports the Client Administration team or CAST through secondary support to additional RPS clients. The Retirement Plan Coordinator II generally supports clients of a higher level of complexity or risk, functioning with increased independence in the role. The incumbent focuses on supporting our brand strategy by implementing initiatives focused on garnering new assets and incremental plan growth through TRP Automated Solutions. This position exists to ensure the delivery of Service Excellence to our plan sponsors and participants. The Retirement Plan Coordinator II provides expertise, mentoring and positive influence to the team and department and has mastered all of the primary responsibilities of the Retirement Plan Coordinator I position.
College degree and 2-3 years of relevant experience is preferred
Strong team leadership skills
High school diploma/equivalent and 2 years related work experience, or Associate degree and 1 year related work experience, or College degree
Strong customer service orientation
Demonstrated ability to conduct formal group presentations
Ability to work easily in a team environment
Excellent organizational skills and the ability to handle multiple tasks and prioritize accordingly
Advanced knowledge of Word & Excel PS software
Solid analytical skills with application to effective problem solving
Excellent verbal and written communication skills
Understanding of the full menu of RPS services
Ability to proactively offer and initiate enhancements that support successful plan administration
Solid understanding of the various roles played by internal parties
Demonstrates strong problem solving skills and uses sound judgment
T. Rowe Price Group administers an eponymous family of about 100 mutual funds in a variety of investment styles. Traditionally oriented...