Finance Training & Onboarding Coordinator

Adam Personnel; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Adam Personnel represents a financial services firm seeking a Training & Development Coordinator to support the daily operations of a busy training department. The role emphasizes coordinating training programs, meetings, and events, and supporting newly hired financial representatives.

The ideal candidate has 1–2 years of administrative experience, strong organizational and communication skills, and the ability to manage multiple tasks with discretion.

Qualifications

• 1–2 years of office or administrative experience.
• Experience coordinating schedules, meetings, events, or logistics.
• Strong computer skills and ability to learn new systems.
• Financial services knowledge preferred.
• Excellent organizational, multitasking, and time-management skills.
• Able to maintain confidentiality and interact professionally with individuals at all levels.
• Strong written and verbal communication skills.

Responsibilities

• Coordinate logistics for training programs, workshops, meetings, and development events.
• Support new financial representatives through licensing and initial training.
• Prepare and distribute training materials, checklists, pre-work, schedules, and other program communications.
• Coordinate instructors, facilitators, and guest speakers and ensure they have the information and materials needed for each program.
• Attend and help oversee training sessions and assist with select program modules as needed.
• Coordinate homework assignments, follow-up activities, graduation materials, and program celebrations.
• Schedule and coordinate post-training debrief meetings with management and assist with follow-up items.
• Coordinate weekly and monthly development meetings, including scheduling, facilitator support, reports, and meeting materials.
• Maintain training schedules and help ensure programs run smoothly and efficiently.
• Provide additional administrative and training support as needed.

Skills

Organizational skills

Communication skills

Multitasking

Confidentiality

MS Office proficiency

Education

Bachelor's degree preferred

Tools

Learning Management System (LMS)

Job description

Adam Personnel represents a financial services firm seeking a Training & Development Coordinator to support the daily operations of a busy training department. The role emphasizes coordinating training programs, meetings, and events, and supporting newly hired financial representatives.

The ideal candidate has 1–2 years of administrative experience, strong organizational and communication skills, and the ability to manage multiple tasks with discretion.