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How to Be a How to Be a Successful Successful Executive Executive Assistant:Assistant:Managing a Successful Client Managing a Successful Client
Service Team (CST)Service Team (CST)
Presented by: Darla Holterman
Look the PartLook the Part
Dress Dress professionally/tastefullyprofessionally/tastefully
Dress appropriatelyDress appropriately
Pay attention to your Pay attention to your personal hygiene personal hygiene
SmartQuote SmartQuote Dress shabbily, they notice the dress. Dress shabbily, they notice the dress. Dress impeccably, they notice the woman.“ Dress impeccably, they notice the woman.“ ----Gabrielle "Coco" Chanel, French fashion Gabrielle "Coco" Chanel, French fashion designerdesigner
Who looks more Who looks more professional?professional?
Who do you think would Who do you think would best represent your firm?best represent your firm?
Act the PartAct the Part
Don’t just Don’t just looklook the the part, part, actact the part. the part.
Watch your languageWatch your language Don’t participate in Don’t participate in
office gossipoffice gossip Smile!Smile!
Respect Your Co-WorkersRespect Your Co-Workers AttorneysAttorneys
Even the difficult onesEven the difficult ones Other Executive Assistants/Legal Other Executive Assistants/Legal
SecretariesSecretaries Even the difficult onesEven the difficult ones
HRHR Administrative Assistants and other StaffAdministrative Assistants and other Staff
You need themYou need them Treat them with respect even when Treat them with respect even when
you’re under pressureyou’re under pressure
Demand Excellence from Demand Excellence from YourselfYourself
Be detail-orientedBe detail-oriented Admit your mistakes Admit your mistakes
and learn from themand learn from them Be accountable – do not Be accountable – do not
blame others for your blame others for your mistakesmistakes
Be punctual and Be punctual and reliablereliable
Make Yourself Make Yourself IndispensableIndispensable
Pay attention to what’s going on around youPay attention to what’s going on around you Become the go-to person in the officeBecome the go-to person in the office
Figure out who does what and whyFigure out who does what and why Learn how to do everything before you start Learn how to do everything before you start
delegating those tasksdelegating those tasks Roll up your sleeves and do the dirty work, Roll up your sleeves and do the dirty work,
don’t delegate tasks you wouldn’t be willing don’t delegate tasks you wouldn’t be willing to perform yourselfto perform yourself This will gain you the respect of your attorneys, This will gain you the respect of your attorneys,
peers and subordinatespeers and subordinates
Attorneys Know that Good Attorneys Know that Good Assistants are Worth Assistants are Worth
ProtectingProtecting
Educate YourselfEducate Yourself
Be a spongeBe a sponge Read relevant articlesRead relevant articles Stay up on the latest industry Stay up on the latest industry
rules/regulations/trendsrules/regulations/trends Make an effort to learn new, more Make an effort to learn new, more
efficient proceduresefficient procedures Get certified (ALS, PLS, PP)Get certified (ALS, PLS, PP) Refresh your grammar and writing Refresh your grammar and writing
skills periodicallyskills periodically Take advantage of educational Take advantage of educational
opportunities offered by your firmopportunities offered by your firm
Use Your ResourcesUse Your Resources
DelegateDelegate ResearchResearch Know and follow Know and follow
the rulesthe rules Ask QuestionsAsk Questions Know your Know your
limitations and limitations and know when to ask know when to ask for helpfor help
Make Your Own Make Your Own ResourcesResources
Create a procedures/instructions notebookCreate a procedures/instructions notebook
Create links to instructions or frequently used documents/tip Create links to instructions or frequently used documents/tip sheetssheets
Make alliesMake allies AttorneysAttorneys Other Executive Assistants/Legal SecretariesOther Executive Assistants/Legal Secretaries
Help them in their times of need and they will help you in your time Help them in their times of need and they will help you in your time of needof need
HRHR No reason to get on HR’s bad side, they will go to bat for you if you No reason to get on HR’s bad side, they will go to bat for you if you
maintain a good relationship with themmaintain a good relationship with them Administrative Assistants and StaffAdministrative Assistants and Staff
Support Services, Information Services, Librarians, Word Support Services, Information Services, Librarians, Word Processing, Receptionists, Conference Room Attendants, Accounting, Processing, Receptionists, Conference Room Attendants, Accounting, etc.etc.
You need them to want to help you so treat them with respect and You need them to want to help you so treat them with respect and make them your alliesmake them your allies
Get OrganizedGet Organized
A place for A place for everything and everything and everything in its everything in its placeplace
PrioritizePrioritize Create listsCreate lists Use OutlookUse Outlook
CalendarCalendar TasksTasks FlagsFlags
Manage Your StressManage Your Stress
Don’t take frustrations out Don’t take frustrations out on otherson others
Mentor Administrative Mentor Administrative AssistantsAssistants
Train themTrain them Explain to themExplain to them
Encourage themEncourage them Be a good example Be a good example
to themto them Inspire themInspire them
Communication is KeyCommunication is Key
Develop a good work Develop a good work flowflow
Never stop Never stop communicating with communicating with your team membersyour team members
Keep HR in the loop on Keep HR in the loop on important developmentsimportant developments
Have Fun!Have Fun!
Laugh at least once a dayLaugh at least once a day Don’t take yourself too seriouslyDon’t take yourself too seriously Don’t be a work-a-holicDon’t be a work-a-holic