Explore the tools available to assist you in your day-to-day requirements.
Many assistants are tasked with multiple things, such as maintaining confidential information, responding on executives' behalf, new technology, and meeting planning. This presentation will help the administrative professional know where to maintain documents, review examples of how to respond via email and over the phone to internal and external clients, and embrace new technology to help you save time. Meeting planning is sometimes overwhelming, but it does not have to be, and the tools you can use to help keep everything organized are right at your fingertips. Everything here is to help you explore the tools to help you in your day-to-day requirements.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Record Management
- How to Maintain Confidential Records
- How to Ensure Information Is Not Leaving the Company
- How to Stay Compliant
Communication
- Basic Email Etiquette
- Basic Phone Etiquette
Technology
- What Is Allowed and Not in the Workplace
- Staying Up to Date on the Latest
Financial Details
- What Can and Cannot Be Shared Both Internally and Externally
Meeting Set Up
- Advance Planning
- Proper Organization
- Complex Details
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 21, 2023.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
MP3 Download
No credit available.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Aimee Reese
Tryba Architects
- Executive Assistant
- Over 30 years as an administrative professional with over 25 years as a C-level assistant
- Can be contacted at [email protected] or 859-492-8438
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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