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Training and Development Specialist

2 months ago

Erie, United States Definiti Full time

Job Type

Full-time

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.

PURPOSE OF POSITION

The Training and Development Specialist will be responsible for identifying and monitoring training needs within our Defined Contribution department. The Specialist will design and implement training programs and document procedures to assist with onboarding new hires and upskilling existing employees on an ongoing basis.

PRIMARY DUTIES AND RESPONSIBILITIES

  • Lead the onboarding experience for new employees and continually drive ongoing training for existing employees: Ensuring proper setup and training on systems, such as ASC and PensionPro, and provide ongoing support and guidance as employees implement operational processes in their daily work, addressing any issues that may arise.
  • Update Standard Operating Procedure (SOP) documentation: Continuously review and update process documentation to reflect changes or improvements in operational procedures, ensuring that training materials remain current, accurate, and useful.
  • Work with Recordkeepers to add and delete authorized users; Document and train employees to access and navigate Recordkeeping partner websites.
  • Create, document, and administer a comprehensive ASC product suite (ASCVal, DGEM) training program for new hires and existing employees, including and acquired companies; Be a resource for escalated ASC product suite questions and provide training.
  • Develop training content: Create comprehensive training documents, presentations, and other materials to educate new and existing employees on operational procedures.
  • Conduct training sessions: Organize and lead training sessions to impart knowledge and skills related to operational processes, ensuring that employees comprehend and can execute their daily tasks effectively.
  • Ongoing review of training programs: Suggest enhancements to tailored training programs designed to meet the specific needs across Defined Contribution, considering factors such as job roles and level of experience, to improve employee engagement, learning, retention and, meet changing business needs.
  • Host "Lunch and Learn" training sessions with cross functional departments in a casual yet informative setting to facilitate learning, encourage participation, provide updates, promote collaboration, and gather feedback.
  • Promote a learning environment by encouraging professional growth through ASPPA and NIPA, coordinate webinars and continuing education, and maintain the training calendar.
  • Stay current with ASC product offerings: Communicate and train on product efficiencies, enhancements, and system updates.
Requirements

COMPETENCIES REQUIRED
  • Strong verbal and written communication skills
  • Ability to work in fast changing environment supporting continuous growth of the Company
  • Possess strong planning and organizational skills to successfully manage multiple priorities simultaneously
  • Display keen attention to detail for accuracy
  • Maintains knowledge of new methods and techniques for training and training requirements applicable to the industry
  • Prompt follow-up on open items with internal team members
EDUCATION AND QUALIFICATIONS
  • High school diploma or GED required
  • College degree preferred
  • Microsoft Office proficiency
  • Strong understanding and experience with TPA Administration processes on ASC required
  • PensionPro preferred
  • 5+ years of TPA administration experience in a similar or related position required
  • Industry credentials preferred (ASPPA/NIPA)
REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
BENEFITS
  • A virtual-first work philosophy
  • 401(k) with up to 4% match
  • Generous paid time off (160 hours) which increases to 240 hours at 6 years of service
  • 9 paid holidays and 2 floating holidays
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility
  • Professional Development Program to support the achievement or maintenance of certifications/designations