Question
Job Description Templates
Job description template assignment
Please complete all sections in detail. You must complete one for each role you selected (two). While you have done research on a high level of the two roles, there are items in this template that you will need to decide upon for yourself. In other words, this is an opportunity for you to be creative.
Job Title: ______________________________
Department: _____________________________
Reports to (Name the role of the
supervisor): ______________________________
Position Summary: (high level description of what this role is responsible for
completing; consider the impact of the position on the organization and what
success would look like for the incumbent):
_______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
Essential Functions/Percentage of Time Spent on Each (Take the 5 key
responsibilities (and descriptions that you submitted last week and enter them
into this section. Estimate the percentages for each responsibility to add up
to 100 %.)
1. _________________________________ _________%
(Name of Function Performed) (% of
100%)
Description of Function Performed: _______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
2. _________________________________ _________%
(Name of Function Performed) (% of 100%)
Description of Function Performed: _______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
3. _________________________________ _________%
(Name of Function Performed) (% of 100%)
Description of
Function Performed: _______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
4. _________________________________ _________%
(Name of Function Performed) (% of 100%)
Description of Function Performed: _______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
5. _________________________________ _________%
(Name of Function Performed) (% of 100%)
Description of Function Performed: _______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________________
Minimum Job Requirements (Based upon
your research, fill in this section with what you believe the requirements are
for the role.):
Education: ________________________________________________
Experience: _______________________________________________
Specific Skills (Specialized Knowledge, Licenses, etc.):
_____________________________________________
_____________________________________________
Supervisory Responsibility, if applicable (Describe if this is applicable
for this role):
_______________________________________________________________________________
______________________________________________________________________________
Preferred Job Skills (Keep
in mind that these are not REQUIRED, but would be helpful and provide an
advantage to two equally qualified candidates):
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Expert Solution
Job
title: Financial Advisor
Department:
Banking and Finance
Reports
to: Head of the department who oversee all the financial and banking-related
undertakings of the organization
Position Summary:
Financial advisors are responsible for developing close and long-term relationships with clients in the organization. They are the clients' direct contact persons in an organization who have access to personal information about the client (Heinemann et al., 2018). They aid in tailoring products to meet their specifications. Financial advisors improve information transparency due to their relationship with the client (Heinemann et al., 2018). A successful financial advisor showcases adequate relationship management skills through proper client handling.
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