Trainer, Transfer Agency Training

SUMMARY

The Transfer Agency Trainer is responsible for the development, facilitation, and coordination of Ultimus’ formal training programs for the Transfer Agency. Additionally, this role will work with stakeholders across Transfer Agency departments to determine department-specific training roadmaps, as well as with clients who use the Transfer Agency systems.

KEY ACCOUNTABILITIES

• Designs, develops, updates, and delivers professional quality presentations and training materials to include quick reference guides, online learning resources, PowerPoint presentations, and other training materials.
• Through surveys, evaluates the effectiveness of training activities and regularly monitors and provides recommendations for continued improvement along with sharing with leadership individual performance.
• Facilitates the organization’s New Employee and department-specific training programs.
• Assists with the organization’s new associate onboarding, including the development of customized new associate training plans.
• Develops online training materials (i.e., e-learning and videos).
• Maintains quality service by staying up to date on Transfer Agency development opportunities.
• Partners with internal teams to understand upcoming new hires, process or system deployments and/or releases, which roles or stakeholders the changes will impact, and what aspects need to be trained.
• Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities.
• Assists on writing internal guidelines to train from this documentation.

PROCESS IMPROVEMENT

• Works with key stakeholders across all Transfer Agency departments on process improvement opportunities uncovered during training development and delivery.
• 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.