Trainer, Transfer Agency Training

• Continually updates training materials to reflect industry and department-level changes.

WORKING RELATIONSHIPS

• Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.

• Collaborates with key organizational stakeholders to design and improve course materials, reviewing feedback for improvement ideas, and supporting technology and hardware setup.

• Contact as needed with team and internal teams regarding general information, resolution of issues, inquiries, or reporting requirements.

May perform other duties as required and assigned.

KNOWLEDGE, SKILLS, AND ABILITIES (KSA’s)

KNOWLEDGE

• Online learning resources.

• Microsoft Office Suite.

• Adobe Acrobat.

SKILLS AND ABILITIES

• Advanced technical skills with the ability to provide effective virtual training sessions (e-learning, training videos).

• Excellent client service skills with an aptitude to maintain strong intercompany relationships.

• Dedication and motivation to achieve ambitious standards of professionalism in the performance of duties.

• Develops strong relationships with Ultimus Management.

• Aligns associates with company values and goals.

• Motivates and inspires others.

• Assesses the performance of self and associates to make improvements or take corrective action.

• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.

• Troubleshoots issues utilizing creative and critical thinking skills.

• Multitasking, analytical, and organizational skills.

• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.

• Demonstrates personal integrity, responsibility, and accountability.

• Effectively uses resources such as time and information in conjunction with associates.

• Participates in solving problems and making decisions.

• Presents and expresses ideas and information, written and oral, clearly, and concisely.

• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.

• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.

• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.

• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

EDUCATION AND EXPERIENCE

• Associate’s degree in communication, finance, or similar field.

• 3-5+ years of experience with Mutual Funds with training experience or similar background.

Equivalent education, experience, and KSA’s will be considered.

PHYSICAL AND OTHER REQUIREMENTS

• At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.

• The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

◦ The associate is regularly required to sit and stand. ◦ The associate must occasionally lift and/or move up to 10lbs. ◦ Specific vision abilities are required within this position.

• Occasional travel (approximately 10% or less) may be required in this position.

• Reasonable accommodation may be made to enable associates to perform the essential functions.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Originally posted on Himalayas

• Training Specialist
• Corporate Trainer
• Learning And Development Specialist
• HR Trainer

Source: Himalayas