Training Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Design, develop, update, and deliver training materials and programs, including presentations, job aids, quick reference guides, e-learning modules, and video content • Lead and coordinate the Account Services and Control Accounting training program • Evaluate training effectiveness through surveys, feedback, and performance metrics • Provide insights, reporting, and recommendations for continuous improvement to leadership • Partner with internal teams and stakeholders to identify training needs for new hires, process updates, system implementations, and organizational changes • Develop and manage the training calendar • Create and execute customized onboarding training plans for new associates • Maintain records of associate training progress, certifications, and completion • Develop and maintain training documentation, internal guidelines, and standard operating procedures • Stay current on Account Services and Control Accounting processes, systems, and industry trends • Mentor associates through instruction, coaching, real-time on-the-job experiences, modeling effective practices, and advising on methods • Collaborate with stakeholders to improve training materials and programs and support training logistics • Address training-related inquiries, resolve issues, and support reporting needs • Pursue professional development through educational opportunities, internal training, and networking • Perform other duties as required and assigned

🎯 Requirements

• Associate’s degree in communication, accounting, or similar field • 5-10+ years of experience in Mutual Funds processing with training experience or similar background • Equivalent education, experience, and KSA’s will be considered • Knowledge of online learning resources • Knowledge of Microsoft Office Suite • Knowledge of Adobe Acrobat • Advanced technical skills with the ability to provide effective virtual training sessions, including e-learning and training videos • Excellent client service skills • Ability to plan and delegate the work of others • Ability to assess performance and take corrective action • Ability to develop systems and procedures to improve operating quality and efficiency • Creative and critical thinking skills for troubleshooting • Multitasking, analytical, and organizational skills • Strategic, meticulous, and initiative-taking approach with commitment to quality, efficiency, and effectiveness • Ability to clearly present and express ideas and information in written and oral form • Ability to establish and develop effective working relationships with associates and clientele