Templates
Family Office
Family Office Wealth Planning Coordinator Onboarding
Family Office Wealth Planning Coordinator Onboarding
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Family Office Wealth Planning Coordinator Onboarding

1
Provide welcome package for the Wealth Planning Coordinator
2
Schedule Introduction to the Family Office team
3
Set up company email and access to key software tools
4
Allocation of workspace and necessary equipment
5
Initiate background check for compliance requirements
6
Approval: Compliance Officer
7
Enroll in mandatory training sessions related to wealth management and financial planning
8
Schedule a meet and greet with key stakeholders
9
Introduction to organization's client profiles
10
Provide access to company's wealth management and financial planning documents
11
Enroll in company benefits plan
12
Approval: HR Manager
13
Familiarization with the risk management process and procedures
14
Information about regular reporting and communication expectations
15
Introduction to company's financial planning strategies and goals
16
Meeting with direct supervisor for role expectations and success evaluation criteria
17
Approval: Direct Supervisor
18
Introduction to continuous professional development opportunities
19
Attend an initial client meeting under supervision
20
Approval: Client Service Lead