AMP Coordinator - Req. 1900073
Under general supervision, uses intermediate skills obtained through experience and training to provide direction, oversight and administration for programs related to the Advisor Mastery Program (AMP). Builds and maintains relationships with AMP participants, vendors, and department heads. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments. Resolves most questions and problems, and refers new or unusual issues to a higher level. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Provides some advanced administrative support of a function within a unit or department through clerical skills.
Essential Duties and Responsibilities:
• Manages class hiring pipeline and handles program inquires.
• Schedules and coordinates information associated with AMP Programs.
• Tracks attendance, reviews evaluations, and reports program status. Compiles a summary of the data and collates into a single overview report to management.
• Coordinates, oversees, and assists with tasks associated with the Interactive Distance Learning Programs, to include participating in course design and development. Produces and edits department updates, meeting materials, RJNet pages, and mass mailings that are the primary communication venues for the department.
• Consults with Corporate Meeting Planning for AMP events.
• Provides on-site coordination of meetings and events.
• Manage SharePoint sites for multiple AMP classes.
• Assists PCG Leadership team with AMP spend tracking vs. budgeting.
• Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
• Current developments and trends in areas of expertise.
• General office practices, procedures, and methods.
• Intermediate level concepts, principles and practices of providing administrative support.
• Strong verbal/written communications.
• Strong documentation skills.
• Demonstrating a satisfactory level of technical and professional skill.
• Performing a range of staff and/or operational support activities for a manager or group of mangers.
• Answering telephones and assisting visitors.
• Scheduling and coordinating meetings, events, and appointments.
• Preparing reports.
• Gathering and analyzing basic information.
• Establishing and maintaining files, databases, and other records.
• Performing routine analyses and calculations involved in preparing reports.
• Ordering supplies from vendors.
• Operating standard office equipment and using required software applications.
• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Work collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.
• Build solid, effective working relationships with others.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing AMP participant questions and concerns.
• Convey information clearly and effectively through both formal and informal documents.
Educational/Previous Experience Requirements:
• College degree in business or other related area preferred and knowledge of securities industries helpful.
• An equivalent combination of education, experience and/or training.
• None Required.