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What is an Administrative Assistant?

Sep 17

Many of us don’t really know what an Administrative Assistant is.  What should be known, is that without Admin Assistants, any office could be chaotic!

The role of an Administrative Assistant is vital, and as you may know  most companies do have at least one.  *The role of the Administrative Assistant is to keep the office organized and to ensure everything runs smoothly.* The job description of an Administrative Assistant can vary from company  to company. Basically the Admin Assistants, are there to assist in any way, to any of the departments (hence the name).

Basic Admin Assistants  usually just do the basics; answering the phone, dealing with cold call clients, couriers, ordering supplies and filing paperwork. Some may even deal with tidying up the office! Intermediate – advanced Admin Assistants; depending on how your company rates you on the scale; could have you doing their invoice reconciliations,  formally writing letters, scheduling meetings, making travel arrangements, managing files, formatting excel spreadsheets. More experienced Admin Assistants, could also be given the same tasks as an Accounting Clerk. For example: dealing with vendors/customers, doing collection calls, processing payments, data-entry, budgeting, expense reports, bank deposits, aged trial balances, faxing reports, matching up packing slips/work orders, with the actual invoice; all these things are very important. Sometimes the other employee’s don’t have time to complete all their daily duties, and without you crucial jobs would not be completed.

As years go by, the Admin Assistant is becoming more and more crucial to all companies. They keep learning more and more important tasks. Take away the Admin Assistant and then see how the company falls apart!!

*source: Admin

Becoming the Best You Can Be

Jun 22

It’s amazing the amount of crap we load on to the backbone of every industry, the administrative personnel. Without the quality work that these individuals provide, no company would be successful, and very few “higher ups” seem to realize how vital these people are. Administrative  personnel no longer just make the coffee and answer the phone. They are the first communication that prospective clients and business partners have with a company. They are the ones that make sure information gets to the correct person, and they get the brunt of the anger and hostility when something does go wrong. These employees are on the front lines, so to speak, and the faint of heart need not apply. 

First rule: Take “It’s not in my job description” out of your vocabulary. As a receptionist or administrative support person, you may be called on to fix the jam in the copier, replace the toner, find the correct pen for that anal retentive CEO, or sit on the perpetual hold for someone. All of these things are well within your capabilities, and let’s face it, do you really want someone who thinks kicking their car when it breaks down “fixing” the copier? Short of scrubbing the toilets (and yes, there are companies out there that feel the “secretary” should do that), there isn’t much that isn’t in someone’s job description. As a controller, I’ve also replaced toner, fixed copiers, debugged computers, and even, yes, scrubbed a toilet or two when needed. Doing things out of the norm doesn’t make you a second-class employee, but rather shows that you are willing to do what it takes to make sure the company succeeds, and that you are a team player. 

That being said, what do you do when someone who is clearly not your supervisor, and perhaps even is at the same level as you, tries to pawn his or her work off on you? If you are in doubt as to whether it is expected or acceptable for you to be in this position, the first step is to speak with your immediate supervisor. Do NOT whine. Simple state that so and so brought you this task to complete. That being said, you have these tasks to complete that part of your daily responsibilities, should you be taking time away from those, or leave it until you have spare time? Take your clues from your supervisor. Again, I caution not to whine about things, though. I’ve let more than one seemingly competent admin go because they were constantly complaining over other employees asking for their help. There is nothing wrong with helping out, but do be careful not to be taken advantage of in the process. Some people, and even those that once were in your exact position, may get a bit of a “power trip” going, and it makes them feel good to assume they have someone under them.

Second rule: Leave your personal life at home. If you are young and single, discussing your weekend adventures might seem like fun with the gal in accounting, but things do get passed around, and overheard. There is nothing wrong with being young and having fun on the weekends, but you can be sure the first time the head cold strikes on Monday morning; the rumor mill will start swirling with how hung over you were from the weekend. If you are a parent, realize that while your kids are adorable, not everyone likes kids, nor do they actually want to hear a spiel about how little Johnny’s potty training is going. Of course your coworkers will ask, it is polite, but there are those out there that just want to hear “fine”. Take your clues from their interest level, but always keep personal discussions to a minimum. Here is an example: I worked for a gentleman that ALWAYS asks how the kids are. But i you said more than “great, enjoying school”, or “running all over the place”, he got a dazed look on his face and then would abruptly change the subject. It wasn’t that he didn’t care completely, it’s that his mind was focused on work, and he was just getting the pleasantries out of the way. 

Third rule: Always pay attention to detail, and don’t be afraid to ask questions. Different companies do things different ways; so don’t assume just because you worked for Joe’s Fixtures for three years, that Jimmy’s John’s is necessarily going to work the same way. Some people like to know who is calling them, some find it incredibly rude to screen phone calls. When taking a message, it is okay to say “May I tell them what this call is regarding”, it might refresh the sales manager as to who Paul is. Take notes during your training so you don’t have to ask the same question twice, you can look through your notes. If you are in doubt, it is always better to ask than assume.

Fourth rule (and the most important): Use your head. When answering the phone, never be rude, even if it is a solicitor you’ve asked 100 times to take the company number off the list – it all goes back to you never know who is listening, and they may not know who you are speaking to or what you are talking about. Also realize there are a million and one scam companies out there that will send you a 3000 page directory and an invoice for $500.00 to $1000.00 just because you confirmed and address and said “yes” somewhere in the process of the phone call. If someone is calling to confirm the company address, and you don’t know who they are, it is okay to ask whom they are with, and what they need the information for. If your company actually advertised with them, they’d have a contact person. If the caller was actually a client, or interested in being a client, they’d know to ask for sales or a particular person. Scam companies pray on the inexperienced admin to give them the information and get that one little word on tape. If the boss says they aren’t to be disturbed, but their wife/husband or kid calls hysterical and needs them “RIGHT NOW”, you make sure to let them know. 

These are all important things to know when you want to be a successful Administrative Assistant, and to help the company function properly. Hope this helps!

 

Source: Link 

Excel – What can it do?

Jun 22

Now as I’ve only been working with excel excessively for the past 2 years, I honestly am just beginning to learn all of what Excel is capable of. 

One thing for sure is it can’t be learned all in one day! There are so many things you can do with this program!

I was just looking over a couple of websites and thought I’d share them with you.

10 Basic Useful Tips: Link

More Useful tips for Beginners: Link

A Brief intro to Excel: Link

Quick Tips for Word

Jun 22

Word 2007:

Change Case
To toggle between upper, lower and initial caps. Highlight word and press Shift F3.

Change measurement for margins to inches (or centimeters if you prefer)
Click on the Office button, bottom middle there is a button called Word Options, click on it. Choose Advanced. Scroll down to Display Section,
Across from Show Measurements in Units of, there is drop down to change from centimeters to inches

Simple Shortcuts

  • CTRL + C = Copy
  • CTRL + X = Cut
  • CTRL + V = Paste

Line Spacing
Highlight section you want to change spacing on. Choose Ctrl 1 for Single, Ctrl 2 for Double, Ctrl 5 for 1.5 spacing

To insert a document i.d. or a filename path to your document
Insert Footer, Edit Footer
On Insert Tab, click on drop down menu for Quick Parts. Choose Field.
In the Categories Drop Down Menu (top left hand corner), drop down and choose Document Information
Under Field Names (right below Categories drop down menu), click on FileName
In top right-hand corner under Field Options – Click on Add path to filename Press OK

Turn off check Grammar with Spelling
I like to check my spelling, but not the grammar at the same time. I find it really slows down the process and I have the Check Grammar While You Type on so feel that is enough. If you want to turn off the Check Grammar with Spelling and only enable the Check Spelling, here is how to do it. Click on Office Button, Word Options, Proofing, Scroll down to When Correcting Spelling and Grammar in Word.Unclick Check Grammar with Spelling. Press OK

PrintScreen
To print the active window only, in PrintScreen hold down the Alt key and press Print Screen. Then open a new document and paste (Ctrl v).
To print the entire screen, press the PrintScreen key and then paste it into a blank document.

To continue paragraph numbering
Right click and choose either restart number or continue numbering

Source: Link

Quick Tips for Outlook

Jun 22

Outlook 2007:

To recall a message in Outlook 2007
Go in the Sent message you want to Recall. In the Message tab under Actions, you will see Other Actions in the Toolbar. Click on the arrow down and you will see the option to either Delete Unread copies of this message or Delete unread copies and replace with a new message. You should also click the box Tell me if Recall succeeds or fails for each recipient.

To set a recurring 9-5 meeting (as opposed to clicking all-day meeting)
I don’t like the all-day meeting settings as they are out of sight at the top of the calendar and easily missed. If my boss is going to be away from Monday to Wednesday, I block off the day and set a recurrence for the three days. His calendar then shows blocked time and nobody misses seeing that he is away. To do this Open a New Meeting. At this stage the start and end date should be the same, but the time should be set for how many hours for that day i.e. 9 a.m. to 5 p.m. Set a recurrence. Recurrence should be set to Daily, Every 1 day. Range of occurrence should be set. Put in Start date and click on End by and put in End date. Click OK. Your bosses calendar will now show Monday to Wednesday blocked from 9-5. There is little chance that someone will miss that and double book them.

Send a Meeting Request, without getting replies
You know how it is when you send a meeting request to the whole organization and then get 40 replies in your Inbox. If it is not necessary to see the Replies then just turn off your Request Responses button. To do so choose Invite Attendees. Under Attendees tab, choose the bottom icon called Responses. Arrow down and unclick the Request Responses button.
Turn off automatic email memoryTools, Options, Preferences, E-mail Options, Advanced E-mail OptionsUnclick “Suggest names while completing To, cc and bcc…”

Turn off items being marked as read when your cursor sits on it
On the Tools menu, click Options, and then click the Other tab. Click Reading Pane button. Make sure there is no check mark in the Mark items as read when viewed in the reading pane and the Mark items as read when selection changes check box

To set your default reminder to 15 mins (or whatever you choose)Tools, Options, for Calendar Options, choose the time you want i.e. 15 mins, 30 mins. Etc. Click Apply and OK

To set your email to view b.c.c. in Send bar
Open a new message. Under the Options Tab, click on Fields and choose Show b.c.c.

How to set Out-of-Office Assistant
Tools, Out-of-Office Assistant. Click on I am currently in the office/or I am currently out of the office. Type in message (when you will be away, who to contact in your absence, when you will return). Press OK

Source: Link

How to Dress for Success

Jun 22

Unless your job requires you to wear a uniform, choosing clothing for work can be difficult. Of course there are industry standards, such as the navy blue suit for accountants and bankers. What do you wear, however, if you work in an industry where there really isn’t a typical style of dress? Complicating the matter further are companies that allow more casual attire. How do you keep from crossing over the line from casual to sloppy? What about the job interview? You want to look your professional best, but you also want to appear as if you “fit in”. Here are some pointers for dressing for any type of work situation: 

  • First and foremost, no matter what you wear, your clothes should be neat and clean.
  • Keep your shoes in good condition.
  • Your hair should be neatly styled.
  • For women: makeup should be subtle.
  • Nails should be clean and neat and of reasonable length.
  • Dress for the job you want. If you aspire to be a manager, dress like managers in your company do.

Rules for Casual Dress at Work

Although in theory most people love the idea of not having to wear a suit to work, they are often confused by the casual dress policies some employers have instituted over the last few years. Here are some simple rules:

  • Casual doesn’t mean sloppy. Your clothing should still be neat and clean.
  • You can’t go wrong with khakis and a sport shirt or a nice sweater.
  • If you are going to a meeting or making a presentation, professional attire may be in order.

Dressing for a Job Interview

In addition to following the general rules for dressing for work, heed this advice when you go on a job interview:

  • Adhere to the employer’s dress code: find out whether it’s formal (suit and tie) or casual by asking around or by observing employees arriving for work.
  • Dress slightly better than you would if you were an employee. For example, if the dress code is very casual, you should take it up a notch.
  • Cover up tattoos and remove body jewelry until you know whether they are acceptable at that particular workplace.

Source: Link

Showing Appreciation in the Workplace – Why?

Jun 21

Without a doubt, I’ve never heard anyone say they receive way too much appreciation! On the contrary, employees usually complain about NOT receiving the recognition they think they deserve. There are several reasons why people are hesitant to compliment someone on a job well done. Instead of focusing on this, however, let’s take a look at why people should compliment those around them. First, everyone craves appreciation.

Second, if you compliment others on what they’re doing right, they’ll do more of the right thing! We tend to criticize in order to change undesirable behavior, but reality dictates that we should compliment the behavior we want to see more of. 
Third, if you want more compliments from the people you work with, you must give more compliments. Be the example you want others to follow. What you give out, you’ll get back. Give it a try!

Source: Link

10 Tips for Success as an Admin Assistant

Jun 19

These top tips will help you organize your time, improve your communication, and learn new ways to get ahead in your career. These tips will help you make the most of out of your first year and jump start your second.

Here are some tips to help you get started in your new career.
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