Temporary - Training & Development Admin

CUSO Financial Services, L.P. San Diego, CA
DivisionCUSO Financial Services, L.P. PositionTemporary Training & Development Admin LocationCFS and SPF Home Office - San Diego, CA Full-Time/Part-TimeFull-Time Description

Join a Successful and Winning Team!

CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC. (SPF) are growing securities broker/dealers located in the Scripps Ranch area of San Diego, and are looking for a Temporary Training & Development Admin to join our fun and successful organization. Our company culture encourages innovation and growth by promoting openness, flexibility and an entrepreneurial spirit.


* Assisting with training initiatives to support CFS technologies, business development/sales, product, and practice management

* Support leadership in the development and implementation of a new hire onboarding training program for all CFS/SPF Investment Representatives and Sales Assistants

* Assist in organizing training content for various departments

* Assist in coordination of Company Annual Conference

* Run reports in Learning Management System and additional data entry as needed

* Sets and keeps consistent office hours in the San Diego home office

* Supports Company Mission and Corporate Values

* Other projects and duties may be assigned

Position Requirements


* Related industry experience and/or training desired

* Intermediate-Advanced Excel, Word and Vimeo knowledge

* Excellent communication skills (phone/email)

* Ability to work in a fast-paced environment

* Attention to detail and superior organizational/time-mgmt skills

For immediate consideration, please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2055966

About Us:

CFS and SPF offer a rewarding career path and potential for advancement as well as good benefits and a solid work/life balance for people of high integrity. Our collaborative culture offers community through shared goals and strong work ethics. Our staff is well-educated and concerned about the success of our programs. We have a much lower turnover rate than is typical in the financial industry.

In fact, we have been recognized as one of the Best Places to Work in San Diego and one of San Diego's Healthiest Companies. As a result, we have many long-term employees who know our processes and efficiency goals, so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach. To learn more about CFS and SPF, please visit www.cusonet.com and www.sorrentopacific.com.


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