Training and Development Coordinator

General responsibilities

The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings.

More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management. 

Qualifications & Desired Skills

• Bachelor’s Degree


• Strong detail orientation and organizational skills


• Project management skills


• Skilled in Excel and tech-savvy in general


• Works effectively with people at all levels and builds strong relationships


• Effectively manages time to address multiple priorities at multiple levels


• Adaptable and can navigate uncertainty with confidence


• High-capacity, team-player with passion for helping others


• Effective written and oral communication skills