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Family Office Succession Planning Advisor Onboarding

Welcome and Introduction to the company

Allocate desk and other resources

Introduction to work rules and expectations

Provide passwords and necessary system access

Provide documentation and knowledge resources on Family Office Succession Planning

Go through role-specific training materials

Meeting with the team and discussion on ongoing projects

Assign a mentor or a guide for initial period

Understanding the tools and software used

Training on confidentiality and data protection laws

Familiarising with client profiles and histories

Process walkthrough of existing Succession Plans

Shadow a senior Family Office Succession Planning advisor

Do research on the Family Office industry trends

Schedule a meet with an actual client under supervision

Approval: Team Lead on the readiness of the advisor

Prepare a mock Succession plan

Approval: Manager on the mock Succession plan

Receive constructive feedback from peers and superiors

Set personal objectives and goals as a Succession Planning Advisor

Clear any pending queries and doubts about the role

Welcome and Introduction to the company

Welcome to our family office! In this task, you will be introduced to our company and learn about our values, mission, and culture. Get ready to join a team that is dedicated to providing excellent succession planning advice to our clients. By the end of this task, you will have a good understanding of our company and feel welcome and oriented to the workplace.

Full Name

Employee ID

Office Resources

1

Laptop
2

Smartphone
3

Stationery

Email Address

Allocate desk and other resources

It's time to set up your working space! In this task, you will be allocated a desk and all the necessary resources to make your work comfortable and efficient. You will also be provided with an ergonomic chair, monitor, and any other equipment you might need. Let us know if there are any specific requirements you have for your workspace.

Preferred Desk Location

Additional Equipment Requested

Additional Resources

1

Whiteboard
2

Printer
3

Storage Cabinet

Introduction to work rules and expectations

Welcome to our company's work rules and expectations! In this task, you will learn about our work schedule, attendance policy, dress code, and other important rules you need to follow. Do you have any questions or concerns regarding our work rules and expectations?

Any Questions or Concerns?

Provide passwords and necessary system access

Get ready to dive into our systems and tools! In this task, you will be provided with passwords and access to the necessary systems for your role. This includes our CRM, project management software, and any other tools we use. Keep these passwords safe and make sure to change them periodically for security purposes.

System or Tool Name

Initial Password

Provide documentation and knowledge resources on Family Office Succession Planning

Knowledge is power! In this task, you will be provided with documentation and knowledge resources on Family Office Succession Planning. These resources will help you understand the best practices, strategies, and techniques used in the industry. Take your time to go through these resources and feel free to reach out if you have any questions or need further clarification.

Preferred Format