Our client, a Financial Services firm, seeks a Training & Development Coordinator.

The responsibility of the Training & Development Coordinator is to assist in the day-to-day operations of training and development. This involves the coordination of all activities and logistics, with an emphasis on first-year financial representatives.

Position Responsibilities:

Assist candidates in the licensing process, and with completion of Discovering Your Markets and Fastrack Basics Kit. Send out the Pre-Basics Day letter to new financial representatives. Coordinate Fastrack Basics Day logistics including room set-up, lunch, technology, schedule facilitators, prepare all materials for facilitators. Create and or customize a pre-Sales School checklist and other tasks as assigned.

Coordinate logistics for Fastrack SALES SCHOOL including room set-up, lunches, and technology, all instructor and student materials. Assign and prepare individual faculty members. Attend and oversee all modules and facilitate select modules. Coordinate assignment of homework and homework debriefs. Coordinate graduation certificates and celebration. Coordinates debrief meeting with management after the school.

Coordinate logistics for Fastrack FORWARD training including room set-up and technology. Coordinate and prepare individual faculty members. Invite representatives and distribute pre-work. Coordinates debrief meetings with management after modules.

Coordinate logistics for Network Office Days including room reservations, set-up, lunch, and technology. Schedule and brief the presenters and provide materials. Invite representatives and other office personnel and distribute and collect pre-work. Coordinates debrief meetings with management after Network Days and complete any follow up tasks.

Coordinate logistics for weekly and monthly Client Builder meetings including room set-up, lunch, technology, and facilitator coordination. Run reports and prepare materials for the meetings.

Assist the Director of Training and/or Training Manager as needed.

Qualifications:

Associate degree require; Bachelor’s degree preferred.

One- to two-years of office experience required.

Administrative support experience including scheduling, logistics, and computer skills.

Experience in financial services industry or knowledge of insurance and investments.

Demonstrated organizational skills, multitasking abilities, and time management skills.

Maintain a high degree of confidentiality and work effectively with people at all levels.

Excellent oral and written communication skills.

This position is on-site 5 days a week.