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BOOKKEEPING
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- preparing and sending invoices to clients
- entering monthly transactions into bookkeeping software
- reconciling bank, credit card, and other account statements
- sending reminders for paying bills on their due dates
- writing and preparing checks to be signed to pay bills
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DATABASE MANAGEMENT
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- entering business card data into a database
- sending an introductory letter to new prospect leads
- sending scheduled marketing pieces to clients and prospects
- tracking marketing efforts and summarizing the results in a report
- sending regular follow-ups, reminders, and communications to clients
- calling people for missing contact information
- sending fax and email broadcasts
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DESKTOP PUBLISHING
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- designing and printing brochures and business cards
- creating flyers, price lists, and other marketing documents
- laying out, printing, and mailing regular client newsletters
- preparing professional-looking certificates for seminar participants
- printing labels using company logos or clip art
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INTERNET SERVICES
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- maintaining a newsletter subscription database
- posting announcements and newsletter issues to the list
- performing an internet search for an item or piece of information
- editing or uploading new information to a website
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MAIL AND EMAIL SERVICES
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- retrieving email and mail, sorting, and getting rid of junk
- responding to routine email requests
- forwarding items of importance to the client for attention
- tracking and forwarding urgent issues while client is out of town
- preparing packages and mailing out products as orders arrive
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MARKETING SERVICES
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- sending out the appropriate sales brochures for inquiries
- creating and mailing a customer feedback questionnaire
- tracking the responses to this questionnaire
- summarizing the responses and suggestions in a report
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PERSONNEL SERVICES
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- sending reminders for annual performance reviews
- preparing or updating resumes and introduction letters
- reviewing resumes and summarizing each in a short biography
- sorting resumes for a job according to pre-arranged criteria
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PRESENTATIONS
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- preparing PowerPoint slides from sketches of diagrams and charts
- sending questionnaires to seminar participants before the talk
- tracking completed questionnaires and calling non-responders
- summarizing the questionnaire results in a report
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RESEARCH
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- researching potential locations for an upcoming seminar
- finding which locations have the appropriate dates available
- finding which can accommodate the size and type of event
- researching the services available (decorating, food, entertainment)
- obtaining written quotes and specifications from each location
- monitoring periodicals and clipping articles of interest
- visiting the library to copy specific articles
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SECRETARIAL SERVICES
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- confirming upcoming appointments
- scheduling or rescheduling appointments
- getting directions for a meeting or appointment
- storing back-up computer tapes for safekeeping
- tracking birthdays, anniversaries, and other important dates
- sending out the appropriate cards or gifts for special events
- managing lists of necessary office supplies and ordering refills
- coordinating air travel, car rental, and hotel reservations
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TELEPHONE AND FAX SERVICES
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- receiving phone calls while a client is out of town
- forwarding important messages that require immediate attention
- retrieving voice messages and responding to routine requests
- receiving and handling faxes while a client is out of town
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TRANSCRIPTION SERVICES
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- typing letters and memos from tape or handwritten notes
- typing legal transcripts from cassette tape
- typing medical reports from tape or handwritten notes
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WORD PROCESSING
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- typing handwritten notes from a meeting or seminar
- typing letters, printing on stationery, addressing, and mailing
- proofreading, editing, and checking spelling / grammar
- laying out larger documents
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