Hybrid Senior New Accounts Associate (Trainer) bei Raymond James

%3Cp%3E%3Cstrong%3EHybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. %26nbsp;Must live within commutable distance from our home office.%3C/strong%3E%3C/p%3E%0A%3Cp%3E%3Cstrong%3ESchedule/Hours:%3C/strong%3E%3C/p%3E%0A%3Cp%3E8am-5pm ET during training period (12-14 weeks)%3Cbr%3E8:30am-5pm ET after training period%26nbsp;%3Cbr%3E*Overtime hours offered upon manager%27s approval%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px; font-family: Arial;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px; font-family: Arial;%22%3E%3Cstrong%3EJob Summary%3C/strong%3E:%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3EUnder limited supervision, uses advanced knowledge and skills in creating and delivering New Accounts training materials, tutorials, instructions, and learning resources such as online modules and guides. This role is an instrumental part of a new associate%26rsquo;s initial experience with our firm, as well as supporting seasoned associates in their continued development. Supports department training needs and helps associates handle and resolve issues that are moderately complex in nature. Collaborates with the management team to coordinate department workflows and identify opportunities for operational efficiency. May play a role in the Mass Account Transfers process and participate in work or projects of moderate scope and complexity, including User Acceptance Testing. Works with management to establish and enhance procedures.%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%3Cstrong%3EEssential Duties and Responsibilities%3C/strong%3E:%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26bull; %26nbsp; %26nbsp;Administer training for designated customer groups with the ability to deliver, project and motivate trainees through effective training methodologies both in group and individual classroom dynamics%3Cbr%3E%26bull; %26nbsp; %26nbsp;Manage the learning experience consistent with firm philosophy and strategy%3Cbr%3E%26bull; %26nbsp; %26nbsp;Develop programs and curriculum for new hire onboarding and in-job training%3Cbr%3E%26bull; %26nbsp; %26nbsp;Analyze the effectiveness of training and workshops to the employees and develop appropriate modification if needed%3Cbr%3E%26bull; %26nbsp; %26nbsp;Collaborate with the firm%26rsquo;s management to identify training needs and schedule appropriate training sessions for employees%3Cbr%3E%26bull; %26nbsp; %26nbsp;Develop and maintain systems to monitor and ensure employees are performing their responsibilities according to the training%3Cbr%3E%26bull; %26nbsp; %26nbsp;Ensure the compliance of the firm%26rsquo;s employees to cooperate with standards and procedures during training sessions%3Cbr%3E%26bull; %26nbsp; %26nbsp;Provide support and mentoring for new employees while conducting an evaluation and identifying sections where improvements are needed%3Cbr%3E%26bull; %26nbsp; %26nbsp;Interact with managers to determine training needs and schedule training sessions%3Cbr%3E%26bull; %26nbsp; %26nbsp;Design and disseminate educational material such as module summaries٫ videos and so on%3Cbr%3E%26bull; %26nbsp; %26nbsp;Provide support and mentorship to new employees%3Cbr%3E%26bull; %26nbsp; %26nbsp;Report attendance and other records to leadership for behavior management%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%26nbsp;%3C/p%3E

Knowledge, Skills, and Abilities:

 

Knowledge of:

 

•    Operations and New Accounts systems. 
•    Customer operations and the financial industry. 
•    Accounting concepts and principles. 
•    Investment concepts, practices and procedures used in the securities industry and as required by New Accounts.
•    Thorough knowledge of adult learning technique
•    Ability to assess adult learning and development
•    Standard and creative writing skills
•    Engagement and public speaking skills
•    Ability to organize and manage time effectively
•    Active listening and critical thinking skills
•    Effective judgement and decision making
•    Excellent verbal and non-verbal communication skills
•    Technologically intermediate/advanced skills in MS products – Word/Powerpoint/Excel
•    Skills in design products such as Camtasia, Adobe, and LMS platforms

 

 

Skill in:

 

• Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.

• 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.

• Numerical aptitude and critical thinking sufficient to solve operational problems.

• Analyzing operational processes and identifying opportunities for improvement.

• Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

 

Ability to:

 

• Lead the work of others and provide cross-training, coaching and mentoring. 

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Partner with other functional areas to accomplish objectives.

• Attend to detail while maintaining a big picture orientation.

• Read, comprehend and apply business-related information.

• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without benefit of formal organizational authority.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Serve as a role model and provide a high level of customer service.

• Establish and maintain effective working relationships at all levels of the organization.

 

Educational/Previous Experience Requirements:

 

• Associate’s degree with a minimum of two (2) years of securities related experience.

~or~

• An equivalent combination of education, experience and/or training approved by Human Resources.

 

Licenses/Certifications:

 

• None required.

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