Initial Screening Form

Step 1 of 2

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Your Personal Information

We are collecting your personal information for the purpose of assessing your application for the advertised position. Your personal information will be removed from our systems once the position has been filled, and no later than one month after submission.

Consent(Required)

I consent to my personal information being provided to CQ Taxation Services for the stated purposes

Your Name(Required)

First Last

Your Email Address(Required)

Date of Birth(Required)

DD slash MM slash YYYY

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Phone

Best Time For Interview(Required)

When is the best time for us to schedule a job interview with you?

Best Method For Interview(Required)

Are you currently employed?(Required)

Yes

When did you last work?

Last week

Last month

More than 2 months ago

School Leaver

How much notice are you required to give to your current role?(Required)

1 week

2 weeks

3 or more weeks

None

Capabilities & Aptitudes

Have you worked for any other Accounting Firm previously?(Required)

Yes

Have you worked for any other Mortgage Broker previously?(Required)

Yes

You will be required to provide a Police Clearance prior to commencing employment. Are you willing and able to do this?(Required)

Yes

After initial training in processes, do you consider yourself capable of undertaking this role with minimal supervision?(Required)

Yes

Select the types of tasks that you most like to do? Select all that apply(Required)

Basic reception duties

Data Entry (spreadsheets)

Scanning & Electronic filing

Sending Client Correspondence

Assisting Clients with queries

Handling complaints

Taking client payments

Word documents (business letters)

Email management

Creating policies and procedures

Loan applcation processing

Workflow management

Marketing

Social media management

Preparing petty cash

Managing calendars & appointment setting

Personal assistant duties

Tax return preparation

Bookkeeping

Are you looking for a role exactly like this?(Required)

This role aligns strongly with what I’m looking for

I’m interested and keen to learn more

I’m exploring options and seeing what fits best

The role is mainly administrative and heavily includes customer contact. Does this work suit you? (Choose one)(Required)

I don’t mind too much as I really just want to get started towards my career and this is a step in that direction

I have really enjoyed Admin work and want to stay in this field

I have worked in Admin previously and don’t mind this work

I want to work in Customer Service and reception

I am keen to work and happy to give this role my best

I have never worked Admin but I want to learn

What matters most to you in a workplace? (Choose one)(Required)

Feeling supported and valued by my team

Clear systems and knowing what’s expected

A calm, predictable workday

Select all programs that you are capable of using(Required)

I can use Xero

I can use XPM

I can use QuickBooks

I can use Microsoft Excel

I can use Microsoft Calendar

I can use Microsoft Word

I can use Adobe software

I cannot use any of this software

I would like to learn using any of the mentioned software

Are you interested in working in Accounting/Finance long-term? (Choose one)(Required)

Yes, I want to stay in the same role with your firm long-term

Yes I have a keen interest in Accounting

Yes I have a keen interest in Bookkeeping

Yes I have a keen interest Mortgage Broking

Yes I have a keen interest in Accounting, Bookkeeping and Mortgage Broking

I would like to learn more as I progress

No, I don’t want to work in Accounting/Finance long-term

Are you interested in assisting our Mortgage Broker with administration and client services? (Choose one)(Required)

Yes I have a keen interest

Yes I would like to learn more

No I would prefer to work with the tax business only

I don’t know what a Mortgage Broker is

Do you want to undertake any specific training & education as part of the role (Eg. Certificate III Business Administration / Certificate IV in Bookkeeping)(Required)

Yes

Would like to discuss possibility

Provide further detail of training & education expectation:

Are you client focused? Which statement best describes you? (Choose one)(Required)

I can assist clients once I am trained and know what is expected of me.

I enjoy helping clients and do my best to assist when asked.

I enjoy working with people and like helping clients where I can.

I take pride in providing a positive client experience and aim to resolve issues professionally and efficiently.

My main focus is ensuring clients feel supported, understood, and satisfied with the outcome.

Which statement best describes how you like to work? (Choose one)(Required)

I prefer clear instructions and like to stick strictly to my assigned tasks.

I’m comfortable with my own responsibilities but prefer not to step outside my role.

I enjoy working as part of a team and will help where I can if time allows.

I take ownership of my role, look for ways to help the team, and step in proactively when I see something needs doing.

Which of the following best describes you? (Choose one)(Required)

I enjoy getting to know people and feel comfortable interacting with clients and colleagues.

I’m naturally friendly and enjoy building rapport, especially in a customer-facing role.

I can be quiet at first, but I open up once I’m comfortable and confident in my role.

I prefer to keep to myself and focus on tasks rather than social interaction.

I like to be included and feel most comfortable working closely with a team.

When starting a new task or responsibility, what best describes your approach? (Choose one)(Required)

I like to jump in, work things out as I go, and adjust quickly if needed.

I enjoy talking things through, asking questions, and keeping communication flowing.

I prefer to understand expectations clearly and work steadily to get it right.

I like clear instructions, processes, and time to ensure everything is accurate.

In a busy work environment, what energises you most? (Choose one)(Required)

Solving problems quickly and keeping things moving.

Interacting with people and creating positive experiences.

Supporting others and keeping things organised and calm.

Completing tasks accurately and following systems and processes.

Which statement best describes how you contribute to a team? (Choose one)(Required)

I take charge and like to push things forward.

I bring energy, positivity, and communication to the team.

I’m reliable, supportive, and like helping things run smoothly.

I focus on accuracy, structure, and doing things properly.

When things get busy, which statement best describes you? (Choose one)(Required)

I like clear instructions and prefer to focus on one task at a time before moving on to the next.

I can manage a few tasks at once, but I feel most comfortable when priorities don’t change often.

I enjoy being busy, can juggle multiple tasks at once, and stay organised even when priorities shift.

I thrive in fast-paced environments, naturally prioritise tasks, and take initiative to keep things moving without being asked.

Your work colleague asks you to help them with an urgent task, but you are behind and have your task due in an hour. What do you do? (Choose one)(Required)

Put my task aside and help them straight away.

Ask them to check with the manager to see if I’m allowed to help.

Let them know I can help once I have completed my own task by the deadline.

Tell them I can’t help because I’m busy with my own work.

Speak with my manager to confirm priorities before deciding how to proceed.

Tell them I will help them for 5-10 minutes but have to get back to my task asap

You notice a small mistake in a document that isn’t part of your usual responsibilities. What do you do? (Choose one)(Required)

Ignore it, as it’s not your responsibility.

Mention it casually to a colleague if there’s time.

Fix it myself without telling anyone.

Let the relevant team member or manager know so it can be corrected properly.

Leave it alone unless someone specifically asks for help.

You overhear a client saying a bad comment about the business, what do you do? (Choose one)(Required)

Let a colleague know what you overheard to see how they react

Talk to the client about their comment on the spot

Post your experience on FaceBook on how rude the client was

Listen attentively so you can mention it later at lunch break

Ignore and forget you every heard it

Discreetly provide the details of the comment to your manager at an appropriate time.

Do nothing because it really isn’t any of your business

Thank you completing the initial screening. If you have anything further to add, please do so here: