Training Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Create, develop, update, and deliver training materials and programs, which include presentations, job aids, quick reference guides, e-learning modules, and video content.

• Oversee and coordinate the training program for Account Services and Control Accounting.

• Assess training effectiveness through surveys, feedback, and performance metrics.

• Provide insights, reporting, and recommendations for ongoing improvement to leadership.

• Collaborate with internal teams and stakeholders to determine training needs for new hires, process updates, system implementations, and organizational changes.

• Develop and manage the training calendar.

• Design and implement tailored onboarding training plans for new associates.

• Maintain documentation of associate training progress, certifications, and completions.

• Create and sustain training documentation, internal guidelines, and standard operating procedures.

• Keep up-to-date with Account Services and Control Accounting processes, systems, and industry trends.

• Mentor associates through instruction, coaching, real-time on-the-job experiences, modeling effective practices, and offering advice on methods.

• Work with stakeholders to enhance training materials and programs and assist with training logistics.

• Address training-related inquiries, resolve issues, and support reporting requirements.

• Engage in professional development through educational opportunities, internal training, and networking.

• Carry out other duties as required and assigned.

⛳️ Requirements

• Associate’s degree in communication, accounting, or a related field.

• 5-10+ years of experience in Mutual Funds processing with training experience or a comparable background.

• Equivalent education, experience, and knowledge, skills, and abilities (KSAs) will be considered.

• Familiarity with online learning resources.

• Proficiency in Microsoft Office Suite.

• Knowledge of Adobe Acrobat.

• Advanced technical skills with the capacity to deliver effective virtual training sessions, including e-learning and training videos.

• Exceptional client service skills.

• Capability to plan and delegate the work of others.

• Ability to evaluate performance and implement corrective actions.

• Skill in developing systems and procedures to enhance operational quality and efficiency.

• Creative and analytical thinking skills for troubleshooting.

• Strong multitasking, analytical, and organizational skills.

• Strategic, detail-oriented, and proactive approach with a commitment to quality, efficiency, and effectiveness.

• Proficiency in articulating and expressing ideas and information clearly in both written and oral forms.

• Ability to establish and cultivate effective working relationships with associates and clients.

🏝️ Benefits

• Competitive salary package.

• Opportunities for professional growth and development.

• Comprehensive health and wellness benefits.

• Flexible work arrangements.

• Supportive work environment that values collaboration and innovation.