Manager of Training and Documentation at CC&LFG

4 days ago

Vancouver, Metro Vancouver Regional District, Canada Connor, Clark & Lunn Financial Group Full-time $103,000 - $110,000 Contract
CC&L Financial Group is searching for a Training and Documentation Manager to join our Vancouver team. Drive the onboarding process and maintain critical documentation in a hybrid model. As a pivotal member of the Training and Documentation Team, you will facilitate onboarding new hires and ensure proper documentation practices within the Investment Resource Group. This role requires a detail-oriented professional adept at problem-solving and fostering team collaboration. Candidates should have a strong commitment to supporting individuals at various experience levels while ensuring operational effectiveness.

Key Responsibilities
• Onboard and train new employees across all offices
• Maintain and coordinate procedural documentation
• Assist staff with formatting and structuring documents
• Manage user access for custodian portals and documentation audits
• Conduct annual reviews of the Certificate of Authorized Signatories list

Requirements:
• Undergraduate degree in Finance or Economics is preferred
• At least five years of experience in finance or investment operations
• Patience and flexibility in training diverse learners
• Proficiency in MS Office and other software systems
• Strong organizational skills and ability to prioritize tasks Become a vital part of our team at CC&LFG, enhancing your career and supporting new talent.