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Duties and Responsibilities
Filing; manage customer files and other records in an office. Keeping files in alphabetical order and using a filing system for easy storage and retrieval.
Correspondence; liaison for incoming and outgoing phone and mail correspondence. Receive calls from clients, business partners, workers or community members, and either answer questions or forward the calls.
Make calls on behalf of managers to communicate information to customers, to schedule appointments or to follow up on inquiries. Taking notes from a managers, preparing a memo or letter and screening mail are common duties of a secretary.
Document management; Copy documents for mailings or for internal distribution. Mail documents from the company to clients or customers and receive incoming mails to pass on to the right person. Use email, Word and Excel to create spreadsheets or documents and distribute them to employees or customers. Proofreading documents and drafting emails.
Office Tasks; Routine clerical tasks and errands to assist others. Rescheduling appointments, ordering office supplies, taking notes during meetings and getting drinks for guests.
Attend Meetings; Take notes or set up presentations. Management trust the confidential secretaries to perform these tasks without disclosing what they see or hear.
Oversee Others; As an upper-level assistant, monitor other office helpers. They may assign tasks, train new hires, and give feedback. Ability to provide clear instructions is a must.
Office Support; Team players capable of doing whatever is necessary to help the organization run smoothly.
Multitasking skills – Able to prioritize tasks
Attention to detail – errors tend to have a greater impact when you’re in charge of higher-level tasks, so proofreading text and double-checking figures is crucial
Collaboration skills – the ability to work well with people at various levels within the organization serves a confidential secretary well
Listening skills – Management want things done a certain way and depend on the confidential secretaries to listen carefully to orders and carry them out to a T
Computer proficiency – confidential secretaries is to use a variety of office machines and especially need to be comfortable with computers
Professionalism – confidential secretary should dress appropriately, possess exceptional manners, and aim to consistently reflect well on those they represent
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