Trainer
Current• Coordination with stakeholders, AML, KYC, compliance and IT departments to customize new platform to the company best interests.• Keep track of issues, suggestions, fixes and new implementation to ensure accomplishing milestones and communication across the firm.• Generate metrics and plan a course of action.• Assigning task, due dates and follow ups.• Creation of video tutorials and user manuals customized according to user profile.• Hosting trainings on account opening… Show more • Coordination with stakeholders, AML, KYC, compliance and IT departments to customize new platform to the company best interests.• Keep track of issues, suggestions, fixes and new implementation to ensure accomplishing milestones and communication across the firm.• Generate metrics and plan a course of action.• Assigning task, due dates and follow ups.• Creation of video tutorials and user manuals customized according to user profile.• Hosting trainings on account opening and general use of new multicustodian platform for investment profesional as ICs, RIAs and FRIAs.• Testing and reporting glitches. Show less