Advisory Services Associate Onboarding

Inform relevant stakeholders about the new hire. Highlight the importance of this task in ensuring smooth onboarding process and integrating the new associate into the team. Specify the required information to be included in the notification, such as the associate's name, position, start date, and department. Also, emphasize the need for timely communication and coordination. Resources: New hire details form

Ensure the associate has a properly equipped workstation. Explain the importance of providing a comfortable and functional workspace to enhance productivity and job satisfaction. Discuss the equipment required and any specific preferences or specifications. List the steps involved in setting up the workspace and the resources available for assistance. Resources: Equipment checklist, IT department contact information

Create the associate's email account and grant appropriate access rights. Emphasize the importance of email communication and access to relevant systems. Explain the process, potential challenges, and the expected outcome. Provide instructions to set up the email account and grant access to necessary systems or folders. Resources: Email setup guide, IT department contact information

Familiarize the associate with the company's mission, values, and services. Explain the significance of these elements in shaping the company's culture and guiding its operations. Introduce the associate to the mission statement, core values, and the range of services offered. Encourage the associate to ask questions and provide examples of how the company's mission and values are reflected in daily practices. Resources: Mission statement, Core values document, Service catalog

Facilitate the associate's introduction to key team members. Highlight the importance of building relationships and establishing effective communication channels. Identify the team members the associate needs to meet initially and provide a brief overview of their roles. Include scheduling instructions and available resources for further introductions. Resources: Team member list, Meeting scheduler tool

Arrange a meeting between the associate and their advisory manager. Stress the importance of aligning expectations, discussing responsibilities, and establishing a feedback loop. Explain the purpose of the meeting, the desired outcomes, and the potential impact on the associate's growth and development. Provide instructions to schedule the meeting and any additional steps or resources. Resources: Advisory manager's contact information, Meeting scheduler tool

Give the associate a tour of the office premises. Emphasize the importance of familiarizing them with the office layout, facilities, and key areas. Explain how this contributes to a sense of belonging and efficiency in navigating the workspace. Mention any notable areas or facilities to highlight during the tour. Resources: Office map, Safety guidelines document

Grant access to and provide login information for all software used by the associate. Highlight the significance of this task in enabling the associate to perform their responsibilities efficiently. List the software programs used and explain how to access them. Include instructions for setting up passwords or account details if necessary. Resources: Software access guide, IT department contact information

Explain the process and importance of accurately filling timesheets. Discuss the purpose of timesheets, how to record time spent on different tasks or projects, and any specific guidelines or expectations. Provide examples, emphasize the significance of timely submissions, and explain the consequences of incomplete or inaccurate timesheets. Resources: Timesheet guidelines document, Timesheet template

Assign an experienced team member to provide assistance and guidance to the associate. Explain the benefits of having a mentor or buddy to support their onboarding process. Specify the qualifications or criteria for selecting the mentor or buddy. Provide instructions to schedule an initial meeting and establish a mentoring relationship. Resources: Mentorship program guidelines, Mentor/Buddy contact information

Assign the associate initial tasks or projects related to their role. Stress the importance of actively engaging in hands-on work to enhance their skills and understanding. Specify the expected outcomes, provide context or background information, and explain the resources or tools available for assistance. Resources: Assigned tasks/projects list, Role-specific guidelines or manuals

Facilitate meetings between the associate and assigned clientele. Emphasize the significance of client interactions in understanding their needs and expectations. Explain the purpose of the meetings and the desired outcomes. Provide instructions to schedule the meetings and any additional resources or guidelines. Resources: Client list, Meeting scheduler tool, Client meeting preparation checklist

Discuss the norms and rules for client meetings with the associate. Explain the importance of professionalism, preparation, and effective communication in building and maintaining client relationships. Provide guidelines or examples of appropriate behavior, attire, and meeting etiquette. Address potential challenges and offer solutions for managing difficult or demanding clients. Resources: Meeting etiquette document, Client communication guidelines

Schedule training sessions for the associate to acquire necessary skills and knowledge. Highlight the value of continuous learning and professional development. Identify the specific topics or areas to be covered and provide an overview of the training format or schedule. Mention any resources or tools available for self-paced learning. Resources: Training calendar, Skill development plan

Ensure that the new hire has a solid understanding of the basics of advisory services. This includes topics such as client relationship management, financial planning, investment strategies, and risk management. Share resources, materials, and provide opportunities for the new hire to ask questions and seek clarification.

Educate the new hire about the company's client base and their specific needs. Provide information about the target market, client demographics, and the services and solutions the company offers to meet those needs. This understanding will enable the new hire to better serve and communicate with clients.

Review the company's Non-Disclosure Agreement (NDA) with the new hire and ensure that they understand its content and implications. Once reviewed, have the new hire sign the NDA to maintain confidentiality and protect the company's sensitive information.