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Secretarial Services:
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Confirm appointments
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Appointment follow up |
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Prepare routine
paperwork (expense reports, trip summaries, etc…..) |
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Type up
letters/reports |
Meeting/Seminar Planning:
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Coordinate the location for the meeting |
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Assemble the documents needed for the meeting |
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Distribute invitations for the meeting/seminar |
Documentation:
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Organizational & process flow
charts |
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Routine forms & systems
management, (expense reports, government forms, etc…) |
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Update & maintain spreadsheets |
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Prepare & update PowerPoint
presentations |
Small Business Marketing & Startup:
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Design & print brochures, business
cards, flyers |
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Design & print certificates for
completion of seminars, training classes, etc…. |
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Assist with development of
business & marketing plans |
Negotiate Leases & Contracts:
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Negotiate leases & contracts
associated with but not limited to:
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cell phones |
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office equipment |
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office space |
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cleaning services |
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maintenance agreements |
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Database
Management & Data Processing:
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Develop & maintain databases (such
as prospect, customer, member, dealer) |
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Prepare & distribute reports |
Personnel & Human Resources Services:
 | Verify past employment |
 | Place calls to references |
 | Develop & place advertisements
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 | Receive, review and reply to resumes
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 | Conduct initial phone interviews |
 | Narrow the selection for the client |
 | Schedule interviews with
candidates |
 | Set up travel arrangements |
 | Prepare new employee welcome packages |
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Assist with the
development of policy manuals |
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Meeting/Calendar
Management:
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Classic calendar management with
voicemail reminders |
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Arrange seminars, classes, workshops,
etc… |
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Mail program materials, registration
forms & make necessary phone calls to attendees |
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Prepare
& distribute meeting agenda and
meeting minutes |
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Arrange video/phone conference calls |
Mail & E-mail
Services:
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Retrieve, screen, sort, file, purge,
prioritize & forward email |
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Respond
to routine requests |
Word Processing
Services:
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Document & distribute meeting minutes |
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Correspondence (letters, contracts,
forms, etc…) |
Telephone & Fax
Services:
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Randomly screen, retrieve voicemail &
forward important calls |
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Respond to calls
for a client that is away on vacation or a business trip |
Purchasing & Supply
Procurement Services:
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Identify an appropriate supplier based
on client requirements |
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Select proper materials |
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Place & receive orders |
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Manage vendor's sales representative
communication |
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Activity is most typically focused on
office supplies, computers/printers, communications equipment and
office furniture |
Concierge
Services:
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Plan a birthday party, anniversary
party or even a golf outing |
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Send invitations, receive RSVP’s,
coordinate with catering, etc….. |
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Email or telephone clients
regarding important dates |
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Investigate such things as summer
camps for children |
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Magazine subscriptions |
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Assist in the preparation for a
wedding |
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Dinner reservations |
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Gift/theater ticket purchases |
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Send flowers |
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Assist in planning a vacation -
hotel, airline, car rental, etc….. |
Research
Services:
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Verify past employment |
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Investigate a target industry or topic |
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Research vendors & obtain quotes |
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Analyze competition |
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Review advertising
plans-options and benefits |
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