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 84 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 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

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"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)

"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

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"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

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.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

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