Training and Documentation Specialist

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Fintech • Insurance • Financial Services
The Role
Facilitates product and process training, develops curricula and production plans, manages training queues and trainee performance, and provides feedback to Operations. Maintains controlled procedure documentation, manages documentation requests, supports knowledge databases, and coordinates with Quality to address training gaps. Evaluates training effectiveness, recommends improvements, supports compliance standards, and provides operational capacity during peak periods.
Summary Generated by Built In

Key Accountabilities:

  • Collaborate with Operations to identify training needs and map out annual training plans for internal teams
  • Facilitates product and process training for new hires and cross-training using varied facilitation methods – instructor-led classroom (in-person or virtual), instructor-led deskside, hands-on training, coaching and mentoring
  • Develops and implements training curriculum, training plan and production glide paths
  • Make recommendations to improve and maintain staff knowledge inventory based on sound data
  • Manages the training queues effectively, to ensure that no work falls out of TAT
  • Manages trainee’s performance during training period and provide weekly feedback to Operations on recommendations for improvement

Documentation:

  • Updates and maintains training documentation in line with policies and procedures
  • Manage intake tool for documentation (triage of incoming requests, providing timely responses) 
  • Ability to create and maintain procedure documentation in knowledge databases in an efficient way to reduce duplication and effort
  • Manage small scale documentation update initiatives
  • Maintain document controls assuring accurate audit trail for all updates
  • Collaborate with Quality team to close any training and documentation gaps

Key Shared Accountabilities:

  • Ensures the team’s compliance to OSCA standards
  • Provides additional capacity to Operations during peak season
  • Prepares transition documents for trainees moving to guided production
  • Conducts evaluations to identify areas of improvement
  • Analyzes the effectiveness of training and develop appropriate modification if needed
  • Performs miscellaneous job-related duties as assigned

Required Qualifications:

  • Must be meeting or exceeding performance metrics in the current position
  • Must not have any attendance issues and have not received disciplinary action w/in the last 12 months
  • Demonstrated capability to perform knowledge transfer

Preferred Qualifications:

  • Strong process knowledge and background in Canadian Distributor Services
  • Excellent training delivery skills
  • Effective learning transfer
  • Strong professionalism and work ethics
  • Strong analytical skills
  • Strong problem-solving and decision-making skills
  • Strong organizational, work management and time management abilities
  • Good English writing skills and the ability to convey information clearly and effectively through both verbal and written communication
  • Knowledge in Adult Learning principles and methodologies are an advantage
  • Willingness to keep abreast of new techniques in corporate teaching
  • Proficient in MS Office (esp. PowerPoint); e-learning software is an asset
  • SharePoint knowledge is an asset
  • Technical writing skills is an asset

When you join our team:

  • We’ll empower you to learn and grow the career you want.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Working Arrangement

Hybrid

Skills Required

  • Meet or exceed performance metrics in the current position
  • Have no attendance issues
  • Have no disciplinary action within the last 12 months
  • Demonstrated capability to perform knowledge transfer
  • Strong process knowledge and background in Canadian Distributor Services
  • Excellent training delivery skills
  • Effective learning transfer
  • Strong professionalism and work ethic
  • Strong analytical, problem-solving, and decision-making skills
  • Strong organizational, work management, and time management abilities
  • Good English writing and verbal communication skills
  • Knowledge of adult learning principles and methodologies
  • Willingness to learn new corporate teaching techniques
  • Proficiency in MS Office, especially PowerPoint
  • E-learning software experience
  • SharePoint knowledge
  • Technical writing skills

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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