Use this step by step explanation to craft a good employee performance feedback review for a trading assistant. Find the right words with quality phrases.
A Trading Assistant is liable for supporting the company's stockbrokers for an increased value in the assigned stock portfolios. This position requires competence in various skills like financial assessments, administrative services, etc.
The primary duties of this post include coordinating between the customers and the clients, answering calls from clients and solving complicated issues, reviewing the client's transactions to ensure financial accuracy, assisting with trade executions, monitoring the stocks market, coordinating operations, computing total holdings, filing records and documents, preparing documents for contracts or legal records, summarizing daily transactions and earnings into reports for each client's accounts, correcting payments from customers, transferring taxes and commissions.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Rating Meaning | |
| The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies. | 1 |
| Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results. | 2 |
| The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work. | 3 |
Supervisor's Feedback | ||
Skill | Comments | Rating |
|---|---|---|
| CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product. | Provides timely feedback to all customers including the most difficult ones. Excellently handles clients and does not get any complaints against him/her. | 3 |
| PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces. | Greets the other person on the line with great sincerity and does not sound authentic and artificial. Empathizes with other person and try to be as personable as possible. | 3 |
| PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships. | Knows how well to collaborate with others to find solutions to problems. Gathers all the necessary facts and information first before making any decision. | 3 |
| ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws. | Implements all procedures required and do not compromise on quality. Ensures to proofread work at all times before giving it in to avoid mistakes. | 3 |
| MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball. | Starts the more involved or longer tasks first, and fills in the gaps with the shorter, self-contained or well-defined tasks Sets a timer or makes a mental note to remind oneself to pay attention to a task when one gets distracted | 3 |
| COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others. | Lets everyone find their strength and work to contribute to the common goal, rather than trying to do everything Regularly exchanges feedback with group members in order to help them know their strong areas and work on areas that need improvement | 3 |
| APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them. | Highly proactive and resourceful in creative ways that save difficult situations Never fails to capitalize on available opportunities that bring profitability | 3 |
| REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live. | Sets a timeline for each goal in order to make it more achievable, track own progress and stay accountable Develops contingency plans for the obstacles that one has anticipated and how and when each plan should be implemented | 2 |
| FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day. | Sends out invoices as soon as one can or after releasing goods and services in order not to forget to ask for payments Keeps business trips' costs minimal; does not overspend on luxurious traveling or accommodation | 3 |
| WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company. | Demonstrates exceptional understanding of the appropriate writing styles when expressing ideas Integrates primary data and secondary sources accurately, persuasively, and logically | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: Do you keep customers informed proactively whether formally or informally to ensure they are knowledgeable about the company? How would you describe your relationship with clients? What impact has it had on your performance? | [employee comments] |
| PHONE SKILLS: How well can you rate the way you handle your phone call conversations? Give an instance you had to talk to someone on the phone while in a loud place? How well did the conversation go? | [employee comments] |
| PROBLEM SOLVING: How well do you accommodate other people ideas and opinions when trying to solve a problem? Do you involve other people when trying to solve any particular problem? | [employee comments] |
| ACCURACY: Are you keen when it comes to gathering data and information? Are you someone who needs constant monitoring or supervision to deliver reliable work? | [employee comments] |
| MULTI-TASKING: Describe a situation that required you to do a number of things at the same time. How did you handle it? What is the most difficult multi-tasking experience you have ever had? What did you do and what was the outcome? | [employee comments] |
| COLLABORATING WITH OTHERS: Can you give the best example of a time when you worked cooperatively as a team member to complete an important task? Describe a time when you have had to work with a difficult team member. How did you handle it? | [employee comments] |
| APPRAISAL AND EVALUATION SKILLS: How do you balance quality and quantity in terms of the performance? Do you concentrate so much on the negative and forget the positives? | [employee comments] |
| REALISTIC GOAL SETTING: Describe step-by-step, how you go about setting your goals. How do you determine your goals' requirements? What have you done to help other people to set realistic goals? Give the last time you did this | [employee comments] |
| FINANCIAL MANAGEMENT: Describe a time when your company has made a huge profit. What do you think made this possible? Describe a time when you have had to deal with a customer who had exceeded the company's payment term. How did you go about it? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: Have you ever failed to proofread and edit a report or proposal before submitting? How did you correct the situation? What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language? | [employee comments] |
Summary |
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Sections 1-4: To be completed by the supervisor Section 5: To be completed by the employee |
1. Exceeds Job Related Expectations |
2. Areas to improve |
3. Goals completed since last performance feedback |
4. Goals for next period |
5. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |