Training and Development Coordinator

The responsibility of the Training and 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 and interns.

Position Responsibilities:

• Assist candidates in the onboarding process .
• Coordinate Orientation Day logistics including room set-up, lunch, technology, schedule facilitators, prepare all materials for facilitators. Assist Director of Training in customizing and tracking their pre-training checklist and other tasks as assigned.
• Work with Director of Training to coordinate logistics for full-time and intern Financial Planning Academy, 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. Assist in tracking graduation certificates and celebration. Coordinates debrief meeting with leaders after the training class.
• Proactively communicate annual training calendar to leadership, facilitators, and support staff.
• Assist Director of Development with joint work coordination during new training classes.
• Ensure training materials are printed, laminated, and up to date for each training class.
• Assist Director of Development in coordinating 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.
• Set up new Financial Rep and Intern desks prior to the start of training.
• Coordinate hotel room bookings and flights for all participants traveling to the Phoenix Network Office for training classes.
• Strive to streamline processes and practices, and proactively problem solve training issues as an overall component of office best practices.
• Assist the Director of Training and/or Director of Development as needed.

Qualifications:

• Associate degree require; Bachelor’s degree preferred.
• One- to two-years of office experience required.
• Proficient with all Microsoft 365 Applications – especially Word, PowerPoint and Excel.
• Proficient with Outlook Mail and Calendar Management.
• 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.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Phoenix, AZ 85016 (Required)

Ability to Relocate:

• Phoenix, AZ 85016: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000 - $50,000