Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

Communicates specific performance expectations for a Business Processor in a Financial Advising Practice.
Translates intangible performance measurements into tangible, observable and objective criteria.
Management is able to substantiate and justify evaluation ratings and place accountability for effective performance where it is due.

DOCUMENT DESCRIPTION

Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance expectations are detailed to specific positions so team members know what is expected and management is able to observe and objectively coach and evaluate to support success and retention. Organizations are more relevant and competitive as a result.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: FAS Business Processor Position Desc & Performance Expectations PDF document

FAS Business Processor Position Desc & Performance Expectations

Sold by Karen Reitor, Communique Productions Inc (this author has 86 documents)

$20.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 184.3 KB

Number of Pages: 3

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 10, 2020
Most recent version published: Mar 24, 2020

Ask the Author a Question

Must be logged in Click here to log in

This document is available as part of the following discounted bundle(s):

Financial Advising Services (FAS) Performance Management

$615.00

This bundle contains 26 additional documents.

View Full Details

FAS Individual Development Templates and Coaching Worksheets 5-page PDF document $29.00 Author:	Financial Advising "Soft Skills" Interviewing Instrument 9-page PDF document $29.00 Author:	FAS Performance Management System Implementation Guidelines 4-page PDF document $20.00 Author:	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author:
FAS Client Meeting Observation and Coaching Form 4-page PDF document $20.00 Author:	Licensed Case Analyst, Paraplanner & Trader Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author:	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author:
FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Concierge/Office Coordinator Performance Assessment 6-page PDF document $29.00 Author:	FAS Marketing & Branding Coordinator Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author:
FAS Daily/Weekly Staff Meeting Agenda and Minutes Template 5-page PDF document $29.00 Author:	FAS Operations Manager Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Assoc Financial Advisor & Operations Manager Sample Improvement Goals 4-page PDF document $20.00 Author:	FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author:
Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Lead Financial Planner Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author:	FAS Client Care Specialist Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
Sr Advisor Asst/Client Care Position Desc/Performance Expectations 3-page PDF document $20.00 Author:	FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations 2-page PDF document $20.00 Author:	FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author:	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Individual & Compiled Weekly Productivity Tracking Logs 5-page PDF document $29.00 Author:

CUSTOMER TESTIMONIALS

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it give me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Manager at Technology Transformation Advisory

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

RECOMMENDATIONS WE HAVE FOR YOU

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Licensed Case Analyst, Paraplanner & Trader Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management