Set up workstation with necessary equipment and software
7
Complete new hire paperwork with HR
8
Conduct training on company policies and culture
9
Approval: HR Manager for policy understanding
10
Train in use of ETF trading platforms and tools
11
Gaining understanding of rules and regulations for ETF trading
12
Understanding the role and responsibilities of an ETF Trader
13
Provide live demonstrations and examples
14
Approval: Compliance Officer for understanding rules
15
Shadow a senior ETF Trader for a week
16
Receiving a list of clients to monitor and trade ETFs for
17
Be assigned a mentor for ongoing guidance and support
18
Perform first trade under supervision
19
Approval: Senior ETF Trader for first trade
20
Finalize onboarding process
Provide necessary employment documents
Please provide the necessary employment documents required for onboarding. These documents are crucial for verifying your identity, eligibility to work, and completing other necessary paperwork. Make sure to submit clear and legible copies to avoid any delays in the onboarding process. If you need assistance or have any questions regarding the required documents, please reach out to HR.
Have HR complete background check
To ensure a safe and compliant work environment, HR will conduct a background check as part of the onboarding process. This check helps us evaluate your suitability for the ETF Trader position and ensure that you meet the necessary standards. Please provide your consent and any additional information required by HR to initiate the background check.
1
Yes
2
No
HR confirms hiring is approved
Once HR has completed the background check and reviewed your employment documents, they will confirm whether your hiring is approved. This step is essential to finalize the onboarding process and proceed with the next tasks. You will be notified of the confirmation through email.
Approval: Hiring Manager
Set up company email account
To ensure seamless communication within the organization, we will create a company email account for you. This email will serve as your primary means of communication for work-related matters. Please provide the following information to set up your company email account:
Set up workstation with necessary equipment and software
To facilitate your work as an ETF Trader, we will set up your workstation with all the necessary equipment and software. Let us know your preferences and specifications to ensure a comfortable and efficient work environment:
1
Ergonomic chair
2
Dual monitors
3
High-speed internet connection
4
Trading software
5
Headset
Complete new hire paperwork with HR
Please complete the new hire paperwork with HR to finalize your employment and ensure compliance. This paperwork includes important legal and administrative documents required by the company and relevant authorities. HR will provide you with the necessary forms and instructions to complete this task.
1
Employee information form
2
Tax forms
3
Confidentiality agreement
4
Direct deposit form
Conduct training on company policies and culture
As part of the onboarding process, we will provide training on our company policies and culture. It is crucial to understand and adhere to these policies to maintain a harmonious and productive work environment. The training will cover topics such as code of conduct, diversity and inclusion, and other relevant policies. Get ready to dive into our company values and aspirations!
Approval: HR Manager for policy understanding
Will be submitted for approval:
Complete new hire paperwork with HR
Will be submitted
Train in use of ETF trading platforms and tools
To excel as an ETF Trader, you need to be proficient in using the ETF trading platforms and tools. We will provide comprehensive training to familiarize you with the functionalities, features, and best practices of these tools. Please share your experience and knowledge level in using trading platforms to personalize the training accordingly:
1
Beginner
2
Intermediate
3
Advanced
Gaining understanding of rules and regulations for ETF trading
ETF trading is subject to various rules and regulations imposed by regulatory bodies. It is crucial to have a solid understanding of these rules and regulations to ensure compliance and successful trading. We will provide you with comprehensive training and resources to help you gain this understanding. Please let us know if you have any questions or concerns regarding the rules and regulations for ETF trading.
Understanding the role and responsibilities of an ETF Trader
To excel as an ETF Trader, it is essential to have a clear understanding of the role and responsibilities associated with the position. This task will help you gain insight into your responsibilities, performance expectations, and the impact of your work. Please let us know if you have any questions or need further clarification regarding your role and responsibilities.
Provide live demonstrations and examples
Live demonstrations and examples are a valuable tool for learning and understanding the intricacies of ETF trading. This task will provide you with practical guidance on how to execute trades, manage risks, and make informed decisions. We will showcase real-time trading scenarios and discuss the best practices. Please let us know if there are any specific areas or strategies you would like us to focus on during the live demonstrations and examples.
Approval: Compliance Officer for understanding rules
Will be submitted for approval:
Understanding the role and responsibilities of an ETF Trader
Will be submitted
Shadow a senior ETF Trader for a week
Shadowing a senior ETF Trader will provide you with valuable insights and hands-on experience in the field. You will have the opportunity to observe their trading strategies, decision-making processes, and risk management techniques. This task will help you gain practical knowledge and further refine your trading skills. Please let us know if you have any specific objectives or questions for the shadowing experience.
Receiving a list of clients to monitor and trade ETFs for
As an ETF Trader, you will be assigned a list of clients for whom you will monitor and trade ETFs. These clients trust our expertise and rely on us for their investment needs. We will provide you with a carefully curated list of clients based on their investment goals and risk appetite. Please let us know if you have any questions or need further information regarding the list of clients assigned to you.
Be assigned a mentor for ongoing guidance and support
Having a mentor can greatly enhance your professional growth and development as an ETF Trader. Your mentor will provide guidance, share best practices, and offer support as you navigate through your career in ETF trading. They will be available to answer your questions, provide feedback, and assist you in achieving your goals. Please let us know if you have any preferences for your mentor or specific areas you would like their guidance and support in.
Perform first trade under supervision
Performing your first trade under supervision will give you the opportunity to apply your knowledge and skills in a real-time trading environment. This task will ensure that you are comfortable and prepared to execute trades independently in the future. Your supervisor will provide guidance and support throughout the process. Please let us know if you have any questions or concerns regarding your first trade.
Approval: Senior ETF Trader for first trade
Will be submitted for approval:
Shadow a senior ETF Trader for a week
Will be submitted
Finalize onboarding process
Congratulations! You have successfully completed the ETF Trader onboarding process. This final step is to ensure that all necessary paperwork is finalized, all training and orientation sessions are completed, and you are fully integrated into the team. Please let us know if you have any feedback or suggestions for the onboarding process.
