Initial Screening Form

Step 1 of 2

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Your Personal Information

We are collecting your personal information in this form for the purpose of your application for the advertised position in our Firm and your personal information will be removed from all of our systems once the advertised position has been fulfilled and within one month of 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 to commence employment with our Firm. Are you of good character?(Required)

Yes

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

Yes

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

Yes

It’s not my first choice

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 Correspondance

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

Bookkeeping

Tax Return preparation

Preparing petty cash

Choose you level of competency working in an office environment: (Choose one)(Required)

I am 100% confident working in an office, due to my work history

I am confident that I can work in an office without any problems

I have only limited experience working in the office environment

I have never worked in an office before

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

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:

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

I can use Xero (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 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 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 at Reception only

I don’t know what a Mortgage Broker is

Are you client focused? (Choose one)(Required)

Yes I can assist clients with their enquires once I am trained

Yes I am a people person, I like to assist clients as much as I can

Yes, my main goal is to ensure the client is completely satisified with the outcome of any issue

Yes I want to do the best I can in the role and that will include helping clients

Yes I have worked in customer service before and I really enjoy helping clients

Do you enjoy working in a team? (Choose one)(Required)

Yes I do and I also really like to work by myself

Yes I work really well in a team and also individually on set tasks

Yes I do and I like it when it is quiet so I can get on with my work without being distracted

Yes I work well in a team and like to work on my own as well

Yes I do and I enjoy building friendships in the workplace

Yes I do like working in a team and I enjoy a fun workplace

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

I enjoy getting to know people but I like my own space

I am hilarious and everyone laughs at my jokes

I am reserved, but once you get to know me, I open up

I enjoy getting to know other people

I like that others take the time to get to know me

I am shy and quiet, always have been

I like to be included in everything so I don’t feel left out

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 down and help them first

Ask them to ask the manager if I am allowed to help them

Tell them I will help them if I finish my task by the deadline

Tell them I cannot help them as I am busy with my own task

Ask my manager if I can help them

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

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

Provide the details of the comment to your manager when you next see them

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: