Candidate Questionnaire - Next Level Recruiting

Name *

First

Last

Email *

Position Interested In

Software

Please rate your experience for the following Software programs

Salesforce

Beginner
Intermediate
Advanced
No Exposure

Schwab Custodian Platform

Beginner
Intermediate
Advanced
No Exposure

Emoney Financial Planning

Beginner
Intermediate
Advanced
No Exposure

Microsoft Excel

Beginner
Intermediate
Advanced
No Exposure

Microsoft Word

Beginner
Intermediate
Advanced
No Exposure

Microsoft Outlook

Beginner
Intermediate
Advanced
No Exposure

Microsoft Power Point

Beginner
Intermediate
Advanced
No Exposure

Google Apps

Beginner
Intermediate
Advanced
No Exposure

Other (Please List) Backstop

Technical & Operational

Please rate your experience for the following:

Financial Planning

Beginner
Intermediate
Advanced
No Exposure

Profit & Loss Statement

Beginner
Intermediate
Advanced
No Exposure

Human Resources

Beginner
Intermediate
Advanced
No Exposure

Investment Management Billing

Beginner
Intermediate
Advanced
No Exposure

Expense reporting & review

Beginner
Intermediate
Advanced
No Exposure

Accounting for Portfolios

Beginner
Intermediate
Advanced
No Exposure

Accounting for Investments

Beginner
Intermediate
Advanced
No Exposure

A/R Processing

Beginner
Intermediate
Advanced
No Exposure

A/R Review

Beginner
Intermediate
Advanced
No Exposure

Bank Account Reconciliations

Beginner
Intermediate
Advanced
No Exposure

Brokerage Account Reconciliations

Beginner
Intermediate
Advanced
No Exposure

Revenue Forecasting

Beginner
Intermediate
Advanced
No Exposure

Balance Sheet Account Reconciliations

Beginner
Intermediate
Advanced
No Exposure

Adjusting Journal Entries

Beginner
Intermediate
Advanced
No Exposure

Financial Statement Preparation

Beginner
Intermediate
Advanced
No Exposure

Please rate your experience level with above software.

Financial Statement Preparation - Income Statement

Beginner
Intermediate
Advanced
No Exposure

Financial Statement Preparation - Balance Sheet

Beginner
Intermediate
Advanced
No Exposure

Financial Statement Preparation - Statement of Cash Flows

Beginner
Intermediate
Advanced
No Exposure

Financial Statement Review

Beginner
Intermediate
Advanced
No Exposure

Annual Budget Creation & Preparation

Beginner
Intermediate
Advanced
No Exposure

Budget vs. Actual Analysis & Reporting

Beginner
Intermediate
Advanced
No Exposure

Broker Dealer & Advisory Regulations

Beginner
Intermediate
Advanced
No Exposure

Please rate your experience level with above software.

Corporate Compliance Review

Beginner
Intermediate
Advanced
No Exposure

Soft Skills

Please rate your experience for the following Soft Skills:

Self-reviewer

Beginner
Intermediate
Advanced
No Exposure

Detail Oriented

Beginner
Intermediate
Advanced
No Exposure

Leadership Skills

Beginner
Intermediate
Advanced
No Exposure

Motivating Teams

Beginner
Intermediate
Advanced
No Exposure

Multi-tasking

Beginner
Intermediate
Advanced
No Exposure

Organization Skills

Beginner
Intermediate
Advanced
No Exposure

Email Management

Beginner
Intermediate
Advanced
No Exposure

Client Service Experience

Beginner
Intermediate
Advanced
No Exposure

Task Delegation

Beginner
Intermediate
Advanced
No Exposure

Project Management

Beginner
Intermediate
Advanced
No Exposure

Written Communication Skills

Beginner
Intermediate
Advanced
No Exposure

Interaction and Teamwork with multiple groups

Beginner
Intermediate
Advanced
No Exposure

Managing/Overseeing teams of people

Beginner
Intermediate
Advanced
No Exposure

Mentorship/Coaching/Career Development

Beginner
Intermediate
Advanced
No Exposure

Understanding and working with the complexities of a high-net-worth individuals

Beginner
Intermediate
Advanced
No Exposure

Other? Candidate can list their own

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Software

Technical & Operational

Soft Skills

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