Crafting A Detailed Job Description

Thank you to Brent Jolly of the Investment Executive for including my comments in the following article:

Crafting A Detailed Job Description – Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant by Brent Jolly, The Investment Executive, April 22, 2013.

When looking to recruit the best assistants for their practices, advisors should first take the time to develop a detailed job description in order to identify and define some of the skills and competencies they need to help them grow their business.

“Having a job description when hiring new assistants is absolutely essential,” says Simon Reilly, a business coach and founder of Leading Advisor Inc., based in Parksville, B.C. “It will provide the roadmap for advisors to identify the right kind of person they need for their business.”

Advisors should see job descriptions as accountability documents that are critical towards building an organized practice. For example, a well-written job description should spell out an organization’s structure – such as who reports to whom. It should resemble a contract between the advisor and the assistant that specifies individual responsibilities and duties.

All too often, advisors do not spend enough time outlining the specific qualities they need in new assistants, experts say.

“The biggest mistake advisors make is that they aren’t clear on the values and behaviours that are required for a certain position,” says Reilly. “Instead they just assume the person can do the job.”

Click here to read the entire article; Crafting A Detailed Job Description – Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant by Brent Jolly, The Investment Executive, April 22, 2013.