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Learning & Development Coordinator

Wellby Financial

Learning And Development Coordinator

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

The Learning and Development Coordinator plays a key role in driving the success of the organization's learning strategy by providing high-level administrative, operational, and logistical support to the Learning & Development team. This position ensures the seamless execution of onboarding programs, leadership development initiatives, retail training, and enterprise-wide learning events that enhance team member growth and organizational performance. The L&D coordinator serves as a highly organized and proactive partner who effectively manages multiple priorities, coordinates cross-functional training efforts, and delivers an exceptional learning experience that supports employee engagement, development, and long-term success.

Principle Duties And Responsibilities
  • Willingness and ability to exhibit Wellby Core Values every day.
  • Works purposefully and is driven to provide the best team member experience.
Program Coordination And Logistics
  • Schedule training sessions, cohort programs, coaching sessions, and workshops (both in-person and virtual).
  • Coordinate invitations, calendar holds, room reservations, catering, technology setup, materials preparation, and event logistics.
  • Act as the primary point of contact for training communications, reminders, pre-work assignments, and follow-up materials.
Learning Management System (LMS) Support
  • Assist with course setup, enrollments, tracking completions, and generating reports within the LMS platform.
  • Maintain accurate and up-to-date learning records and support compliance and certification tracking needs.
  • Maintain L&D program content to address new and emerging learning needs, and close identified skill, knowledge, and competencies gaps.
Administrative Support
  • Organize and maintain content libraries, training materials, facilitator guides, evaluations, and team resources.
  • Support budget tracking for L&D initiatives, including supplies, printing, assessments, and vendor engagements.
  • Assist with survey distribution, feedback collection, and reporting to evaluate learning program effectiveness.
Team Collaboration
  • Work closely with L&D team members (facilitators, specialists, analysts) to provide seamless program support across onboarding, retail, and leadership/talent development areas.
  • Support special projects related to learning campaigns, career development resources, and team member engagement initiatives.
  • Performs other related duties as assigned.
Knowledge, Skills, And Abilities (KSA)
  • Knowledge of Wellby's organizational functions and general operating policies and procedures.
  • Knowledge of general office practices and procedures, business English, spelling, and punctuation.
  • Knowledge of personal computer, utilizing Microsoft Office Suite and other software's.
  • Knowledge of learning and development principles, adult learning concepts, and training coordination practices.
  • Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
  • Skilled in providing excellent interpersonal and customer service skills
  • Skilled in the analysis of problems and the development and implementation of solutions
  • Skilled in above-average analytical and reasoning abilities
  • Strong organizational and time management skills with the ability to manage multiple priorities simultaneously.
  • Ability to communicate clearly and concisely, orally and in writing.
  • Ability to provide excellent time management skills with a proven ability to meet deadlines
  • Ability to provide strong analytical and problem-solving skills
  • Ability to navigate and troubleshoot issues
  • Ability to create a positive and engaging experience for participants during training and onboarding programs
  • Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
  • Ability to coordinate several concurrent activities simultaneously.
  • Ability to exercise independent judgment.
  • Ability to maintain strict confidentiality
Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope Of Work
  • The team member follows Wellby's policies and procedures, Team Member Handbook, and federal and state laws and regulations in accomplishing assignments
  • Instructions to the team may be general or specific in nature
  • The team member performs routine and generally related tasks without supervisory direction.
  • Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
  • The team member's work is reviewed periodically for accuracy, completion, and compliance with Wellby's policies and procedures.
  • The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
  • The team member uses independent judgment in making decisions.
  • Courses of action are determined by established procedures and/or the Learning & Development Manager.
Physical Demands & Work Environment
  • The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
  • To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
  • The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
  • The ability to observe details at close range (within a few feet of the observer).
  • Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
  • The noise level in the work environment is usually moderate.
  • Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
Minimum Qualifications
  • High School Diploma or equivalent required.
  • Minimum two (2) – four (4) years of professional experience in training & development, retail, and/or event planning required.
  • Bachelor's degree in business management, Human Resources, Learning and Development, and/or a related field preferred.
  • An equivalent combination of education and experience for substitute for stated qualifications.
  • Experience working with Learning Management Systems (LMS) and/or learning experience platforms preferred.
  • Bondable
For All Candidates

This is a Full-Time, Salary (exempt) role

Vacancy posted 4 days ago
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