Trainer, Transfer Agency Training

Ultimus Fund Solutions

. Develop, facilitate, and coordinate Ultimus’ formal training programs for the Transfer Agency .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and delivering training programs for Transfer Agency systems, including e-learning and video training materials. Possesses strong client service skills and the ability to collaborate effectively with stakeholders to enhance training effectiveness and process improvements.

Highest-signal resume keywords

Training Program DevelopmentE-Learning and Video TrainingClient Service SkillsMicrosoft Office SuiteMutual Funds Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Training Program DevelopmentE-Learning DevelopmentPresentation DesignTraining Material CreationTraining Effectiveness EvaluationAdobe AcrobatVirtual Training FacilitationProcess ImprovementOnboarding DevelopmentQuick Reference Guide Creation

Soft Skills

Client Service SkillsMultitaskingAnalytical SkillsOrganizational SkillsCreative Problem Solving

Tools & Technologies

Microsoft Office SuiteAdobe AcrobatOnline Learning Resources

Industry Keywords

Transfer AgencyMutual FundsTraining DocumentationStakeholder CollaborationTraining Roadmaps

About the role

Key responsibilities & impact

Develop, facilitate, and coordinate Ultimus’ formal training programs for the Transfer Agency
Work with Transfer Agency stakeholders to determine department-specific training roadmaps
Work with clients who use Transfer Agency systems
Design, develop, update, and deliver presentations and training materials, including quick reference guides, online learning resources, PowerPoint presentations, and other materials
Evaluate training effectiveness through surveys and provide recommendations for improvement
Facilitate New Employee and department-specific training programs
Assist with new associate onboarding and develop customized training plans
Develop e-learning and video training materials
Stay up to date on Transfer Agency development opportunities
Partner with internal teams on upcoming hires, process or system deployments/releases, impacted roles or stakeholders, and training needs
Assist with writing internal guidelines for training documentation
Work with Transfer Agency departments on process improvement opportunities identified during training development and delivery
Update training materials to reflect industry and department-level changes
Mentor associates through instruction, coaching, on-the-job experiences, modeling effective practices, and advising on methods
Collaborate with stakeholders to design and improve course materials, review feedback, and support technology and hardware setup
Contact teams regarding general information, issue resolution, inquiries, or reporting requirements
Perform other duties as required and assigned

Requirements

What you’ll need

Associate’s degree in communication, finance, or similar field
3-5+ years of experience with Mutual Funds with training experience or similar background
Equivalent education, experience, and KSA’s will be considered
Knowledge of online learning resources
Knowledge of Microsoft Office Suite
Knowledge of Adobe Acrobat
Advanced technical skills with the ability to provide effective virtual training sessions, including e-learning and training videos
Excellent client service skills and ability to maintain strong intercompany relationships
Multitasking, analytical, and organizational skills
Strategic, meticulous, and initiative-taking approach with a strong commitment to quality, efficiency, and effectiveness
Ability to troubleshoot issues using creative and critical thinking
Ability to present and express ideas and information clearly and concisely, both written and oral
Ability to establish and develop effective working relationships with associates and clientele
Ability to modify priorities and deadlines in response to changing conditions or unexpected obstacles
Ability to sit and stand regularly
Ability to occasionally lift and/or move up to 10 lbs
Specific vision abilities required

Benefits

Comp & perks

Opportunity to participate in educational opportunities, internal company and team trainings, and professional development opportunities
Occasional travel (approximately 10% or less) may be required
Reasonable accommodation may be made to enable associates to perform the essential functions