Training Specialist
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Job Description
Training Specialist developing and delivering training programs for Ultimus’ Account Services and Control Accounting teams. Managing onboarding, certifications, training materials, and continuous improvement.
Responsibilities:
- Design, develop, update, and deliver training materials and programs, including presentations, job aids, quick reference guides, e-learning modules, and video content
- Lead and coordinate the Account Services and Control Accounting training program
- Evaluate training effectiveness through surveys, feedback, and performance metrics
- Provide insights, reporting, and recommendations for continuous improvement to leadership
- Partner with internal teams and stakeholders to identify training needs for new hires, process updates, system implementations, and organizational changes
- Develop and manage the training calendar
- Create and execute customized onboarding training plans for new associates
- Maintain records of associate training progress, certifications, and completion
- Develop and maintain training documentation, internal guidelines, and standard operating procedures
- Stay current on 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 advising on methods
- Collaborate with stakeholders to improve training materials and programs and support training logistics
- Address training-related inquiries, resolve issues, and support reporting needs
- Pursue professional development through educational opportunities, internal training, and networking
- Perform other duties as required and assigned
Requirements:
- Associate’s degree in communication, accounting, or similar field
- 5-10+ years of experience in Mutual Funds processing 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
- Ability to plan and delegate the work of others
- Ability to assess performance and take corrective action
- Ability to develop systems and procedures to improve operating quality and efficiency
- Creative and critical thinking skills for troubleshooting
- Multitasking, analytical, and organizational skills
- Strategic, meticulous, and initiative-taking approach with commitment to quality, efficiency, and effectiveness
- Ability to clearly present and express ideas and information in written and oral form
- Ability to establish and develop effective working relationships with associates and clientele
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