Ea Presentation Final

Executive AssistantExecutive Assistant

Sharon C. LerchSharon C. Lerch

TodayToday

. . .. . .

ExceptionalExceptional

What Makes An Exceptional What Makes An Exceptional Executive Assistant Executive Assistant . . .. . .

One that ensures productivity by organizing One that ensures productivity by organizing the executive decision-maker and ensuring the executive decision-maker and ensuring they are free to focus on business concerns, they are free to focus on business concerns, issues, and critical tasks that only they can issues, and critical tasks that only they can do.do.

Qualities Qualities . . .. . . Positive Reflection of BossPositive Reflection of Boss Flexibility/Adaptability/Welcome ChangeFlexibility/Adaptability/Welcome Change Positive Attitude/MotivationPositive Attitude/Motivation Confidentiality/Code of SilenceConfidentiality/Code of Silence Confidante/Dependable/Loyal/Responsible/CommittedConfidante/Dependable/Loyal/Responsible/Committed Self-Starter/Take Initiative/Multi-TaskerSelf-Starter/Take Initiative/Multi-Tasker Result- and Detail-Oriented/Follow ThroughResult- and Detail-Oriented/Follow Through Project ManagementProject Management Handle Authority and Takes AccountabilityHandle Authority and Takes Accountability Tack, Finesse, Diplomacy, and IntegrityTack, Finesse, Diplomacy, and Integrity Anticipate NeedsAnticipate Needs Problem-Solver/Solution-Driven ApproachProblem-Solver/Solution-Driven Approach Leadership/Team BuildingLeadership/Team Building Telephone EtiquetteTelephone Etiquette Continuous ImprovementContinuous Improvement Personal AppearancePersonal Appearance

Skills Skills . . .. . . ComputerComputer

Microsoft Office (Windows, Word, Microsoft Office (Windows, Word, PowerPoint, Excel, Outlook, Lotus Notes, PowerPoint, Excel, Outlook, Lotus Notes, and Access)and Access)

SAPSAP Various OtherVarious Other

AdministrativeAdministrative Written/Verbal CommunicationWritten/Verbal Communication Calendar Managing/Meetings Calendar Managing/Meetings

ArrangingArranging Organizational/Project ManagementOrganizational/Project Management Travel ArrangementsTravel Arrangements Accounting/Budgeting/FinancialAccounting/Budgeting/Financial ShorthandShorthand People/Customer ServicePeople/Customer Service

How Can I Contribute How Can I Contribute . . .. . .

How Can I Be An Asset How Can I Be An Asset . . . . ..

By successfully matching the executive’s By successfully matching the executive’s judgment and anticipating their needs.judgment and anticipating their needs.

By increasing productivity with those By increasing productivity with those supporting services that organize supporting services that organize executives and by managing the flow of executives and by managing the flow of information and work. information and work.

Areas of Areas of Contribution/Achievements Contribution/Achievements . . . .

..

. . .. . . Executive Executive Support/Decision MakingSupport/Decision Making

Supported and interacted with Board of Supported and interacted with Board of Directors, high level executives, and their direct Directors, high level executives, and their direct reports ranging from 24-400 people, domestically reports ranging from 24-400 people, domestically and internationally.and internationally.

Under minimal or without supervision, performed Under minimal or without supervision, performed multifaceted complex administrative tasks to multifaceted complex administrative tasks to achieve daily operations.achieve daily operations.

Exercised independent judgment in making Exercised independent judgment in making decisions without direct supervision allowing decisions without direct supervision allowing executives to focus on business goals.executives to focus on business goals.

Handled extensive meeting/appointment/personal Handled extensive meeting/appointment/personal scheduling/coordinating, travel arrangements, scheduling/coordinating, travel arrangements, manual and electronic expense report processing, manual and electronic expense report processing, presentation creation, and information tracking presentation creation, and information tracking to ensure efficient management of executive to ensure efficient management of executive time.time.


Screened and handled phone calls, e-mails, Screened and handled phone calls, e-mails, and regular mail to manage follow through and regular mail to manage follow through on incoming and outgoing information.on incoming and outgoing information.

Possessed the necessary knowledge and Possessed the necessary knowledge and performed the duties in accounting, performed the duties in accounting, budgetary, and tracking to ensure the budgetary, and tracking to ensure the department was run accurately.department was run accurately.

Designed and implemented new filing Designed and implemented new filing system, which improved efficiency by system, which improved efficiency by reducing time locating paperwork.reducing time locating paperwork.

Served as liaison between various levels of Served as liaison between various levels of management, customers, and vendors.management, customers, and vendors.


Processed and handled highly confidential Processed and handled highly confidential correspondence with a high level of accuracy correspondence with a high level of accuracy and integrity.and integrity.

Oversaw and managed four (4) union Oversaw and managed four (4) union represented administrative staff to ensure represented administrative staff to ensure adequate director level and below support.adequate director level and below support.

Traveled and attended functions both Traveled and attended functions both domestically and internationally as needed domestically and internationally as needed for the benefit of the company.for the benefit of the company.

Provided company notary support to expedite Provided company notary support to expedite document signatures and reduce turn document signatures and reduce turn around time.around time.

. . .. . . Project Management Project Management Saved the company $6,000 by accurate review of building Saved the company $6,000 by accurate review of building

construction payments.construction payments.

Located missing money and turned in.Located missing money and turned in.

Organized and attended numerous events including a Organized and attended numerous events including a National Sales Meeting scheduled for the following month National Sales Meeting scheduled for the following month in Salt Lake City immediately upon starting with new in Salt Lake City immediately upon starting with new company.company.

Communicated with customers, vendors, and external Communicated with customers, vendors, and external executives to utilize problem-solving skills to resolve executives to utilize problem-solving skills to resolve customer complaints.customer complaints.

Utilized project management skills for various projects such Utilized project management skills for various projects such as team building trips, redesign of reception area, and as team building trips, redesign of reception area, and organization of employee events.organization of employee events.

Wrote, formatted, and maintained ISO 9000, HR, Executive Wrote, formatted, and maintained ISO 9000, HR, Executive Compensation, Administrative, and various other procedural Compensation, Administrative, and various other procedural manuals to assist in streamlining work processes.manuals to assist in streamlining work processes.

Maintained and purchased office equipment, contracts, and Maintained and purchased office equipment, contracts, and company services to ensure quality.company services to ensure quality.

Trained new personnel on computer system and procedures.Trained new personnel on computer system and procedures.

ISO

. . .. . . Human Resources Human Resources

Assisted with HR benefit administration, payroll Assisted with HR benefit administration, payroll attendance record keeping, and OSHA and EEO attendance record keeping, and OSHA and EEO reporting. Scheduled new hire physicals and reporting. Scheduled new hire physicals and testing. Conducted new hire orientation, and testing. Conducted new hire orientation, and verified and submitted HR benefit forms. verified and submitted HR benefit forms. Maintained HR material supplies. Kept HR Maintained HR material supplies. Kept HR folders current, tracked employee time off, folders current, tracked employee time off, screened calls, handled employee benefit issues, screened calls, handled employee benefit issues, and produced reports.and produced reports.

Trained new personnel on software and processes Trained new personnel on software and processes to increase system, flexibility, and productivity to increase system, flexibility, and productivity levels.levels.

Designed new procedures, which significantly Designed new procedures, which significantly increased HR efficiencies.increased HR efficiencies.

Planned and laid out new headquarter facility Planned and laid out new headquarter facility along with purchasing of all furniture and office along with purchasing of all furniture and office equipment.equipment.

Coordinated and attended executive interviews on Coordinated and attended executive interviews on the Senior Vice President’s behalf.the Senior Vice President’s behalf.

HR

What I’m Looking for in a What I’m Looking for in a Position/Company/Boss Position/Company/Boss . . .. . .

Personal Chemistry/Personal Fit/Bonding/Reciprocal Personal Chemistry/Personal Fit/Bonding/Reciprocal PartnershipPartnership

Open CommunicationOpen Communication Mutual Respect/Fair TreatmentMutual Respect/Fair Treatment Positive Work EnvironmentPositive Work Environment To be Proud of My Company, Boss, and To be Proud of My Company, Boss, and

Job/AchievementsJob/Achievements ChallengingChallenging RewardingRewarding FulfillingFulfilling Open-mindedness/ListenOpen-mindedness/Listen

Add ValueAdd Value Company to Retire withCompany to Retire with Be RewardedBe Rewarded

RespectRespect MonetarilyMonetarily MentoringMentoring

What Will This Lead What Will This Lead To To . . .. . .

Winning Situation Winning Situation for . . .for . . .

[Company Name Here],[Executive’s Title Here],The Employee,The Personnel, andThe Community.

Letters of recommendation attest to communication andorganizational skills. This presentation reflects mypresentation skills.

26+ years of progressive executive assistant work experience

Requirements/Requirements/Qualifications Qualifications . . .. . .

Fluent presentation andcommunication skills

(writing and speaking)

Minimum 5 years executivesecretary work experience

Extensive experience with all Microsoft softwareProficiency with MS office programs(Excel, Word, and PowerPoint)

NOTE: Slide update to reflect requirements for applying position.

Letters of recommendation attest to organizationalskills and energy.

Worked for large companies such as Agere,Specialty Minerals, Northampton County Government Center, Rodale, Union Pacific,Aesculap, and Good Shepherd Rehabilitation Network.

Requirements/Requirements/Qualifications Qualifications . . .. . .

Organized, energetic person whohas experience working for a

large company.

Office Administration AASAdministrative/Legal Office Administration CertificateAdministrative/Word Processing Office Assistant Certificate

College Degree

NOTE: Slide update to reflect requirements for applying position.

THANK YOU!!

Ea Presentation Final

Documents