Training and Documentation Specialist
The Rockridge Group
Job Description
Job Description
Job Title: Training & Documentation Specialist
Location: 330 Madison Avenue, NY
Duration: 3-6 Months CTH
Job Summary:
Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team.
Your role:
In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training
Qualifications
- Bachelor’s degree
- Prior teaching or mentoring experienced required or a degree in the educational field
- Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users
- Self-starter with the foresight to identify and execute next steps to see projects through to completion
- Ability to adapt to changing demands and business requirements
- Familiarity with Dealcloud a plus but not required. Extensive training will be provided
- Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus
- Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus
- Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus
- Fairway Independent Mortgage Corp., a leader in the mortgage industry, is seeking an FLS Business Process & Documentation Specialist to manage documentation processes and enhance team communication. This role is remote and requires excellent technical writing and organizational...TrainingRemote job
- Garyjames-Inc- seeks a Training Specialist located in Georgia, USA. This role focuses on developing training programs and documentation resources to improve employee skills and operational performance. The specialist will be responsible for conducting training sessions...TrainingFlexible hours
- Jobgether is looking for a Financial Documentation Expert (AI Training) based in the United States. This fully remote role allows experienced finance professionals to create original financial documents that aid in the development of AI systems. You will engage in high-...TrainingRemote jobFor contractorsFlexible hours
- The IT Documentation Specialist will create, update, and maintain documentation related to IT systems and processes. This will include writing... ...error-free Proactively contribute to providing strategies for training and upskill advancements Always come prepared Assignments...TrainingPermanent employmentWork at officeWork from homeMonday to Friday
$21.75 per hour
...information to properly prepare loan closing documentation. Manage personal workload to complete... ...controls, and meet all job‑specific training requirements. Administration of... ...record retention. Provide back‑up to Specialists as needed. Other duties as requested....TrainingLocal area- ...Description Advance Testing Company, Inc. is currently seeking a full-time Training Program & Document Control Coordinator to work at our main location in Campbell Hall, NY. Advance Testing Company, an established New York-based construction materials testing and inspection...TrainingFull timeContract workTemporary workWork at officeImmediate startFlexible hours
- ...you are invited to apply for this role. Job Description The Document Controls Specialist is responsible for managing, tracking, and maintaining... ...document compilation, archiving, and handover to clients Provide training and guidance to project personnel on document control...TrainingFor subcontractor
$90k - $125k
.... We are currently seeking a dedicated and accomplished Senior Document Controller for the Hudson Tunnel Project (HTP). This is a once... ...of working within the required software tools. Deliver ongoing training, guidance, and support to team members on document control processes...TrainingFull timeWork at office- ...and service Resourcefulness Collaboration Job Summary The Document Processing Specialist is responsible for preparing, formatting, and editing a... ...upon request. Remote work Learning & Growth Opportunities: Training and resources tailored to your role and department....TrainingWork at officeRemote work
- ...Make an Impact! SLSCO, LP is seeking a New York City-based Document Control Specialist to join our growing team. The Document Control Specialist... ...current documents. Communication, Coordination and Training: Serve as the secondary point of contact for document-related...TrainingFor subcontractorLocal area
$27.79 - $46.3 per hour
Senior Commercial Fulfillment Documentation Specialist Job Location: US-PA-Remote (Remote, Lancaster, PA headquarters quarterly travel) Requisition... ...policies and procedures and ensuring that all Compliance Training assignments are completed by established due dates. This...TrainingHourly payFull timeWork experience placementRemote workWork visaFlexible hours$700 per month
...controlled system of incoming and outgoing correspondence and documentation and must have the ability to understand workflow processes... ...hiring, tenure of employment, promotion, transfer, selection for training, or any other terms or conditions of employment because of...TrainingContract workTemporary workWork at officeLocal area$70k - $90k
...Docketing & Court Filing Clerk is responsible for entering court documents into the docketing database, handling electronic and in-person... ...based on a wide range of factors including relevant skills, training, experience, education, anticipated assignment, and, where...TrainingWork at officeLocal areaFlexible hours$50k - $60k
...Document Controller KPF is seeking a detail-oriented and motivated Document Controller to join our dynamic team located in New York... ...with project teams to identify documentation needs and provide training on document management systems. Qualifications: Required:...TrainingWork at office$100 per hour
...products What We Offer At Brilliant Earth, we're passionate about the employee experience. That's why we offer an excellent training program and endless opportunities for career growth! In addition, we offer competitive compensation and a robust benefits package,...TrainingLocal area- YO IT Consulting is looking for a detail-oriented Document Reviewer to help train AI systems. In this remote role, you will review large volumes of data to ensure accuracy and compliance with privacy standards. Your responsibilities will include documenting findings, collaborating...TrainingRemote job
$30 - $40 per hour
...skilled QA Consultant with advanced expertise in Microsoft Word document formatting and Electronic Document Management Systems (EDMS),... ...document management and compliance practices. Assist with GxP training administration and maintain employee training records (if experienced...TrainingContract workRemote work$75k - $82k
...Sciences Executive Recruiter at GForce Life Sciences Global Document Management Specialist Our client, a growing, mid‑sized pharmaceutical client... ...submissions and approvals Assist with global medical & training slide kit resource development Responsible for providing...TrainingContract workRemote work- ...focused role requiring deep knowledge of land records and legal documents, strong independent judgment, and the ability to manage daily... ...for onboarding new members. Support the onboarding and training of new team members, leveraging spec guides and hands‑on guidance...TrainingRemote jobContract workWork at officeLocal areaWork from homeFlexible hours
- ...& Requirements Maximus is currently seeking a Records & Document Control Specialist for a bid opportunity. This program supports the Health... ...address related questions. May have additional training or education in area of specialization. Minimum 2 years...TrainingMinimum wageFull timeContract workTemporary workWork experience placementRemote work
$28 per hour
...systems for extended periods Ability to manage large volumes of documents accurately Experience with Microsoft Office (Excel, Word,... ...layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner...TrainingContract workWork at officeLocal area$130k - $150k
...Legal Document Trainer / Document Specialist The Legal Document Trainer / Document Specialist is a hybrid role that blends document training with advanced hands-on document production. This role leads by example by delivering onboarding training, coaching instruction...TrainingContract workFlexible hours- ...highly motivated and experienced Temporary Document Review Team Lead with strong subject... ...document review attorneys, providing guidance, training, and support to optimize their... ...Generative AI Pro Relativity Review Management Specialist Everlaw Certified Reviewer Everlaw...TrainingFull timeTemporary workRemote workFlexible hours
$70k - $100k
...for candidates who will complete an Interventional Cardiology training program by June 2026. This high-volume, multidisciplinary program... ...15, 2026 Application Requirements: Email the following documents to ****@*****.*** Curriculum Vitae Three...TrainingFull time- The Specialist III, Regulatory Documentation will report to the Director, Regulatory Documentation and will provide expertise and guidance in the management... ...shells for inclusion of text and dat aAssist in training Regulatory Documentation Specialists ensuring that all...Training
- ...hiring for a Management Consulting position focused on Visual Document Understanding. This role involves evaluating AI-generated content... ...collaborate with experts to ensure quality and consistency in training data while working remotely. The ideal candidate must have expertise...TrainingRemote jobContract workPart time
- Job Description Performs various document processing functions within Firm-supported applications to produce documents for attorneys, adhering... ...’s job tracking software. Completes assigned and self-selected training to meet the requisite number of annual continuing education...TrainingWork at officeShift work
$85k - $135k
...Job Description What is the Opportunity? Documentation & Project Management Specialist (Commercial Deposits and Cash Management) We are seeking an experienced Cash Management Documentation & Project Management Specialist to help manage commercial client expectations...Full timeContract workFlexible hours$36.11k
...POSITION Join the Department of Conservation & Natural Resources as a Document Management Support (Clerical Assistant 2) and help keep... ...folders, for these notices. Qualifications Minimum Experience and Training Requirements: Six months as a Clerical Assistant 1 (...TrainingFull timePart timeWork at officeLocal areaRemote workWork from homeMonday to Friday- ...best interests in mind Explain personalized benefit options using our guided needs-analysis system Work closely with leadership and training teams to stay current on products and programs What We’re Looking For Strong communication and people skills Dependable, organized...TrainingRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Training and Documentation Specialist. Be the first to apply!
- creative workshop facilitator New York, NY
- workshop facilitator New York, NY
- lead training specialist New York, NY
- learning and development facilitator New York, NY
- research facilitator New York, NY
- learning facilitator New York, NY
- corporate trainer New York, NY
- practice education facilitator New York, NY
- program facilitator New York, NY
- art facilitator New York, NY



