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Job Description
Topeka, KS
Job Id:
2615
# of Openings:
1
Position: Training Coordinator
Department: Wealth Management
Reporting To: AEWM Training and Development Manager
Location: Topeka, KS - Onsite
Overview:
The Training Coordinator is responsible for developing and administering training content for internal and external training. This individual’s primary role will be training staff in the efficient and effective use of our suite of tools and processes. This includes developing eLearning and videos, creating group training for peers, and one-on-one training sessions. As capacity allows, they will assist the training team with other initiatives, which may include assisting advisors’ offices.
What you’ll do:
What you’ll do:
- Create, maintain, and update current training materials, step-by-step documentation, and written/visual materials for online, virtual, and in-person training programs for Advisors and staff
- Administer classroom, online, and one-on-one training
- Maintain training records
- Prepare binder materials, handouts, and quizzes required for classroom training
- Design methods to track common tasks on the Operations Team using existing systems, such as “average hold time,” and prepare regular reports, and identify any patterns
- Develop surveys and tools to determine if training has led to an improvement in performance for the learner
- Support the Manager of Training and Development with assigned projects, as requested
Experience you’ll bring:
- Ability to deliver presentations and communicate effectively with all levels within an organization and agent’s office
- Superior demonstrated verbal and written communication skills
- Strong organizational skills: capacity to manage a heavy workload while navigating a variety of competing, ever-changing priorities
- Ability to work independently, but also as a collaborative team member
- Experience in learning and creating online training programs on specific product information, administrative systems, rules, and regulations
- Willing to enhance education through training and industry education
Bonus Points:
- Two or more years of experience working in the financial industry or in training and development
- Familiarity with Orion, Trade Portal, and other advisor-facing tools
- Familiarity with Camtasia, Vyond, Audacity, Articulate Rise and 360, and other recording and training development software
What you’ll get:
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym, and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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