Trainer, Transfer Agency Training
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Transfer Agency Trainer developing virtual and in-person training programs for Ultimus’ mutual fund administration business. Creating learning materials, onboarding associates, and improving department processes.
Responsibilities:
- Develop, facilitate, and coordinate Ultimus’ formal training programs for the Transfer Agency
- Work with Transfer Agency stakeholders to determine department-specific training roadmaps
- Work with clients who use Transfer Agency systems
- Design, develop, update, and deliver presentations and training materials, including quick reference guides, online learning resources, PowerPoint presentations, and other materials
- Evaluate training effectiveness through surveys and provide recommendations for improvement
- Facilitate New Employee and department-specific training programs
- Assist with new associate onboarding and develop customized training plans
- Develop e-learning and video training materials
- Stay up to date on Transfer Agency development opportunities
- Partner with internal teams on upcoming hires, process or system deployments/releases, impacted roles or stakeholders, and training needs
- Assist with writing internal guidelines for training documentation
- Work with Transfer Agency departments on process improvement opportunities identified during training development and delivery
- Update training materials to reflect industry and department-level changes
- Mentor associates through instruction, coaching, on-the-job experiences, modeling effective practices, and advising on methods
- Collaborate with stakeholders to design and improve course materials, review feedback, and support technology and hardware setup
- Contact teams regarding general information, issue resolution, inquiries, or reporting requirements
- Perform other duties as required and assigned
Requirements:
- 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
- Knowledge of online learning resources
- Knowledge of Microsoft Office Suite
- Knowledge of Adobe Acrobat
- Advanced technical skills with the ability to provide effective virtual training sessions, including e-learning and training videos
- Excellent client service skills and ability to maintain strong intercompany relationships
- Multitasking, analytical, and organizational skills
- Strategic, meticulous, and initiative-taking approach with a strong commitment to quality, efficiency, and effectiveness
- Ability to troubleshoot issues using creative and critical thinking
- Ability to present and express ideas and information clearly and concisely, both written and oral
- Ability to establish and develop effective working relationships with associates and clientele
- Ability to modify priorities and deadlines in response to changing conditions or unexpected obstacles
- Ability to sit and stand regularly
- Ability to occasionally lift and/or move up to 10 lbs
- Specific vision abilities required
Benefits:
- Opportunity to participate in educational opportunities, internal company and team trainings, and professional development opportunities
- Occasional travel (approximately 10% or less) may be required
- Reasonable accommodation may be made to enable associates to perform the essential functions
Similar Jobs
Field Trainer
Field Trainer training Round Table Pizza franchisees, managers, and restaurant personnel. Supporting new store openings and brand standards for FAT Brands’ global restaurant portfolio.
EHR Trainer
EHR Trainer delivering onsite and virtual athenaOne training for MDVIP-affiliated healthcare practices. Supporting clinical workflows, go-live readiness, adoption, and compliance.
Conversation Class Trainer, English
Conversation Class Trainer delivering live English-Spanish lessons to business professionals. Supporting goFLUENT’s global language-learning and communication solutions.
Conversation Class Trainer, English
Online English conversation trainer delivering live group lessons for goFLUENT, a global B2B language-learning provider. Supporting professionals’ workplace communication through virtual instruction.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online language lessons for goFLUENT’s global business professionals. Creating interactive virtual learning experiences through video conferencing.
Conversation Class Trainer, English
Conversation Class Trainer delivering live online English lessons to business professionals. Supporting goFLUENT’s technology-enabled language learning solutions through engaging virtual instruction.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online lessons for goFLUENT’s global business clients. Building professionals’ communication skills through interactive virtual instruction.
Conversation Class Trainer, English
Conversation Class Trainer teaching English online to business professionals. Delivering interactive lessons through goFLUENT’s technology, content, and live language instruction.
Conversation Class Trainer, English
Online English trainer delivering live group lessons for goFLUENT, a global B2B language-learning provider. Supporting professionals’ communication growth through virtual instruction.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online lessons for goFLUENT, a B2B language-learning provider. Helping global business professionals build workplace communication skills.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online language lessons for goFLUENT’s global business professionals. Creating engaging virtual learning experiences through goFLUENT’s established methodology.
Conversation Class Trainer, English
Online English trainer delivering live group lessons to business professionals. Creating engaging virtual learning experiences through goFLUENT’s technology, content, and human instruction.
Conversation Class Trainer, English
Conversation Class Trainer delivering live online English lessons to business professionals. Supporting goFLUENT’s global language and communication training programs.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online lessons for goFLUENT, a B2B language-learning provider. Supporting business professionals’ communication growth through engaging virtual instruction.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online language lessons for goFLUENT’s global business clients. Supporting professionals worldwide through interactive, methodology-driven instruction.
Conversation Class Trainer, English
Conversation Class Trainer teaching English online to business professionals. Delivering interactive lessons for goFLUENT, a global B2B language-learning solutions provider.
Conversation Class Trainer, English
Conversation Class Trainer delivering live online English lessons to professionals worldwide. Creating engaging virtual learning experiences through goFLUENT’s technology, content, and human instruction.
Conversation Class Trainer, English
English Conversation Class Trainer delivering live online lessons for goFLUENT, a B2B language-learning provider. Supporting professionals worldwide through interactive, career-focused communication training.
Trainer, Professional Services
Bilingual English-French trainer supporting utility software implementations through instructional design, LMS learning, testing, and customer readiness. Remote across Canada with approximately 50% North American travel.
Trainer for Building Life Cycle Assessment
Honorartrainer:in bei WBS TRAINING für Ökobilanzierung von Wohn- und Nichtwohngebäuden. Vermittlung nachhaltigen Bauens im digitalen Homeoffice-Unterricht.