Affiliate Training
3 weeks ago
As the Training & Transition Coordinator at Regal Holdings, LLC you will play a pivotal role in the development and enhancement of our Affiliates and their Assistants. This role is responsible for designing, coordinating, and delivering training programs tailored to meet the specific needs of our financial professionals. Your efforts will directly impact the success of our Affiliates, the satisfaction of our clients, and the overall growth of our organization.
The role of Advisor Training & Transition Coordinator works directly with the Operations/Service and on-boarding advisor teams within the Company. The Advisor Training & Transition Coordinator will report directly to the Director of Operations along with interaction with various teams.
Advisor Training & Transition Coordinator primary responsibilities will include, but not limited to:
- Training of new Affiliates and Assistants on technologies, processes and paperwork.
- Maintenance of all training materials, both video and written.
- Manage, design, develop, coordinate and conduct all training for Affiliates and Assistants.
- Various client transition and tracking assistance.
- Lead training sessions through various methods, such as workshops, seminars, webinars, and one-on-one coaching, ensuring engagement and effectiveness.
- Assisting Affiliates with eSignature transactions utilizing DocuSign.
Desired skill set for Advisor Training & Transition Coordinator:
- Excellent verbal and written communication skills.
- Ability to critically analyze tasks and responsibilities.
- Ability to train on multiple tasks and understand the larger scope of each task.
- Friendly, positive and professional demeanor.
- Excellent attention to detail.
- Extreme focus on follow through.
- Passion for taking care of client’s needs.
- Strong organizational skills.
- Proficient in Microsoft Excel.
- Understanding of the financial industry.
- Willingness to earn industry licenses as needed.
Pay: $40,000.00 - $55,000.00 per year
**Benefits**:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
Weekly schedule:
- Monday to Friday
Work setting:
- Office
- Remote
**Experience**:
- Securities industry: 3 years (required)
Ability to Relocate:
- Grand Rapids, MI 49512: Relocate before starting work (required)
Work Location: Hybrid remote in Grand Rapids, MI 49512
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