23 Aug
|
Connor, Clark u0026 Lunn Financial Group
|
Vancouver
23 Aug
Connor, Clark u0026 Lunn Financial Group
Vancouver
Elevate your career with CC&L; Financial Group as a Training and Documentation Manager in Vancouver. Support onboarding, maintain documentation, and foster a culture of success in a hybrid environment. CC&LFG; seeks a detail-oriented Training and Documentation Manager to join its independent team within the Investment Resource Group.
This role involves hands-on training for new staff, ensuring documentation accuracy, and coordinating personnel movements. Candidates must possess a strong problem-solving ability and effective communication skills to thrive in this collaborative setting. Key Responsibilities:
- Onboard new employees and provide necessary application overviews
- Maintain the onboarding checklist and coordinate staff movements
- Assist in documenting processes and workflow diagrams
- Provide training based on team requirements and support audits
- Maintain user access for custodian/prime broker portals Requirements:
- Undergraduate degree in Commerce or Economics
- Minimum five years of experience in finance or investment management
- Proven training or coaching experience is an asset
- Proficient in MS Office applications
- Strong ability to prioritize and manage competing tasks This role ensures meaningful support for new hires while advancing your skills in a agile environment.
📌 Training and Documentation Manager Vancouver
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Vancouver