Priorities

• Relieve management of administrative detail, all projects
• Coordinate work flow
• Update and chase delegated tasks to ensure progress to deadlines
• Take initiative in manager’s absence
• Keep projects on schedule & Maintain procedures manual to ensure consistent performance of routines

Accounting

• A/R & A/P
• Payroll
• Quickbooks

Communication

• Compose correspondence/reports for own or manager’s signature
• Arrange essential mail in priority action order for boss
• Check deadlines on incoming requests and put preliminary work in play
• Process replies on own initiative or from bosses’ dictation or notes
• Research, draft or abstract reports

Phone

• Handle all inquiries & Arrange "callbacks" to protect boss’s time
• Provide back-up materials for callbacks
• Route calls elsewhere as needed
• Do phone surveys/inquiries as needed

Appointments/Meetings

• Maintain calendar; ascertain which events require boss’s presence
• Fix commitments to maximize boss’s time efficiency & allow decision/desk time
• When boss chairs meetings:
  -Prepare agenda in advance & arrange meeting facilities
  -Act as recording secretary; prepare action minutes

Confidentiality

• Perform to earn boss’s full confidence & assure discreet handling of all business

Visitors

• Screen to control interruptions & Provide back-up data as needed
  Arrange amenities as needed & arranged, "rescue" boss from laggards
• Schedule visits away from boss’s area to protect priority/private tasks

Travel

• Arrange travel through internal or outside agents & arrange travel cash in advance
• Prepare itinerary, trip file and supplies
• Prepare expense report tools for management & complete expense reports after trip

Data Management

• Improve/tighten storage/retrieval systems & update and manage index
  Routines
• Update secretarial/clerical desk manual
• Set up "tickler" system & set up "exception reporting" system to handle routines without supervision
• Routinely re-order department supplies & update mail/phone directories as needed

Projects

• Handle administrative detail, (all projects)
• Seek greater role in projects within administrative and other areas of competence
• Seek training on projects outside my range

Supervision

• As required, recruit, hire, train and supervise part-time or full-time, paid, or unpaid/volunteer secretarial or clerical staff

Supervision

• As required, recruit, hire, train and supervise part-time or full-time, paid, or unpaid/volunteer secretaria

Phone: 719.203.6582