Trainer, Transfer Agency Training

Remote, Worldwide

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...