Job Information
Raymond James Financial, Inc. Retirement Plan Specialist/Trainer in Memphis, Tennessee
Responsibilities:
Assess the work performance of their trainees and identify areas that need improvement.
Ensure that trainees are achieving goals, and that deadlines and performance standards are met within the training environment.
Train and onboard new hires to make sure they understand their roles.
Set goals for trainees and make sure they comply with the company’s plans and vision.
Administer training for designated for groups with the ability to deliver, project and motivate trainees through effective training methodologies both in group and individual classroom dynamics.
Manage the learning experience consistent with firm philosophy and strategy.
Continue to evolve programs and curriculum for new hire onboarding and in-job training.
Analyze the effectiveness of training and workshops to the employees and develop modification if needed.
Collaborate with the firm’s management to identify training needs and schedule appropriate training sessions for employees.
Develop and maintain systems to monitor and ensure employees are performing their responsibilities according to the training.
Ensure the compliance of the firm’s employees to cooperate with standards and procedures during training sessions.
Provide support and mentoring for new employees while conducting an evaluation and identifying sections where improvements are needed.
Design and disseminate educational material such as module summaries٫ videos and others.
Provide support and mentorship to new employees.
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Knowledge of:
Operations and Retirement Plan Department systems.
Investment concepts, practices, and procedures used in the securities industry and as required by Retirement Plan Department .
Thorough knowledge of adult learning techniques, including emotional intelligence skills.
Skills:
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel
Identifying and resolving operational issues.
Operate standard office equipment and using required software applications to produce correspondence, reports and electronic communication.
Manage stressful situations and provide an elevated level of customer service in a calm and professional manner.
Partner with other functional areas to accomplish objectives.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Lead the work of others and provide cross-training, coaching and mentoring.
Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes with benefit of formal organizational authority.
Interpret and apply policies to in turn identify and recommend changes as appropriate.
Implement training programs, making changes as needed to improve training courses.
Work independently as well as collaboratively within a team environment.
Serve as a role model and provide an elevated level of customer service.
Establish and maintain effective working relationships at all levels of the organizations.
Achieve thoroughness and accuracy when accomplishing a task.
Understand and operate effectively all client management systems.