Sample Job Description-Team Leader
Use this sample job description as an example when hiring an Office Manager, Supervisor, or Team Lead. Download
Tag: Hiring
Sample Job Description-Wealth Advisor
Use this sample job description as an example when hiring a Financial Advisor, Financial Planner, or Wealth Advisor. Download
Manager Onboarding Checklist
Use this checklist to help managers ensure that nothing important gets missed during the new hire onboarding and training process. Download
Tour Guide Checklist
Use this checklist to make sure the new team member’s buddy gives them a thorough tour of the office during the onboarding process. Download
Applicant Client Service Aptitude Test
Use this assessment during the hiring process to evaluate a job candidate’s ability to prioritize typical client service tasks. Download
Day of Interview Agenda Template
Use this template to create a schedule for job candidates when they come to your office for an in-person interview. Download