Job description

Choose your next journey as Senior Sales Coordinator with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don’t meet every single requirement? Here at Millennium, we believe there is NO “PERFECT” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
This role is primarily responsible for the training of all members of the Engaged, Sponsor and Advisor Client Service Group and for the discussions, design, testing, and implementation of new product offerings and new software applications. In addition, this position is responsible for developing a training program for new hires / onboarding as well as ongoing training throughout the year. The Trainer position assists in the development, review, and updating of internal Procedures and Desktop Procedures. Through verbal and written communications, the individual in this position develops, strengthens and maintains a positive relationship with our team members and firm associates. Work closely with the management team and the Training Department on refresher training and any training gaps.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Work closely with the Senior Director of the Engaged team in the training and development of the client service teams. Activities include, but are not limited to:

• Train team members and identify training gaps and determine appropriate training solutions. Work directly with staff on any additional training and address any ongoing training/ coaching needed

• Create job manuals/ aids and other training materials, ensuring they are up to date at all times

• Work collaboratively with Training Department to create training and tools where needed to address training issues. This includes UAT testing/feedback prior to implementation

• Design and testing of new product offerings and new software applications

• Maintain a positive work atmosphere with the team and internal departments

• Assist in developing, updating, reviewing and testing internal Procedures and Desktop Procedures

• Maintain a professional approach to client service, consistent with Millennium Trust’s protocol and service levels

• Recommend and implement ways to improve efficiencies

• May facilitate meetings with partner areas or within Department

• Ability to collaborate with Training department to design, develop and evaluate training programs and tools

• Other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• Years of Experience: 5-7

• Leadership Experience: Not applicable

• The ideal candidate will have a proven track record of demonstrating:

• Knowledge and experience with Retirement Accounts (i.e. QRPs and IRAs) and IRS rules and regulations

• Knowledge and experience in Alternative Asset Investing; previous knowledge of Hedge Funds, Private Equity, Real Estate Investing, specifically knowledge of PE Cycle which includes Capital Commitments, Capital Calls, & Redemption Processes

• Possess good presentation skills

• Leadership skills, including being the main resource for the agents and advocating their feedback on what is needed to make their jobs easier, including being a strong change agent and paving the way to client service excellence.

• Strong working knowledge of trust accounting system

• Energetic, client service focused individual

• Possesses strong written, verbal, time management, and communication skills

• Able to apply relationship building skills to internal and external clients

• Has strong computer aptitude; proficient in Microsoft suite of products

• Display timely and accurate judgement/decision making

• Strong problem solving skills and ability to multi-task

• Is detail-oriented, organized, and dependable

• Strong analytical and innovative skills

• Ability to maintain the highest quality of service and professionalism

• Possess a positive attitude and be able to perform well in a collaborative team environment

• Understanding of effective teaching methodologies/tools and ability to adapt training to individual needs

• Willingness to keep abreast of new techniques in training solutions

• Ability to collaborate with Training department to design, develop and evaluate training programs and tools.

• Working knowledge of InContact and Salesforce/Service Cloud preferred

• Bilingual language skills a plus

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.

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Job Type: Full-time

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