Training Specialist

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

📋 Description

• Design, create, update, and deliver a variety of training materials and programs, which include presentations, job aids, quick reference guides, e-learning modules, and video content.

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

• Assess training effectiveness through surveys, feedback, and performance metrics; compile reports and provide recommendations to leadership.

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

• Develop and oversee the training calendar.

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

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

• Develop and keep training documentation, internal guidelines, and standard operating procedures up to date.

• Ensure training content remains current with the latest Account Services and Control Accounting processes, systems, and industry trends.

• Mentor associates through instruction, coaching, real-time on-the-job experiences, and guidance.

• Work with stakeholders to enhance training materials and programs, as well as support training logistics.

• Address training-related inquiries, resolve issues, and assist with reporting needs.

• Perform additional 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 (KSA’s) will be considered.

• Familiarity with online learning resources.

• Proficient in Microsoft Office Suite.

• Knowledge of Adobe Acrobat.

• Advanced technical skills and the capability to conduct effective virtual training sessions, including e-learning and training videos.

• Exceptional client service skills.

• Ability to plan and delegate tasks effectively.

• Capacity to motivate and inspire others.

• Skill in assessing performance and implementing corrective actions.

• Ability to develop systems and procedures aimed at enhancing operational quality and efficiency.

• Strong troubleshooting, creative thinking, and critical thinking abilities.

• Proficient in multitasking, analytical thinking, and organizational skills.

• Strategic, meticulous, and proactive approach with a commitment to quality, efficiency, and effectiveness.

• Ability to convey ideas and information clearly and concisely, both in writing and orally.

• Strong active listening and relationship-building skills.

• Flexibility to adjust priorities and deadlines in response to changing conditions and challenges.

🏝️ Benefits

• Opportunities for professional development through educational initiatives, internal training, and networking.

• Mentoring, coaching, and real-time on-the-job experiences.