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Certified Office Administrator
Sample Material
VS-1017
1. OVERVIEW OF OFFICE ADMINISTRATION
Job of an office assistant
The job of an office administrator is to relieve your employer of the great deal of work, especially
the details of office procedure and other matters that do not require the employer’s personal
involvement. As an office administrator y our job is to act as a mediator between your boss and the
rest of the company. Sometimes an office administrator acts as a buffer. Everything done by an
office administrator for the employer must duplicate as closely as possible what he/she would do if
not absorbed in work that could not be delegated.
1.1. Qualities required in an office assistant
The most important qualities that an employer seeks in an office administrator are as under
Punctuality: An employer always wants an office administrator to be consistently
punctual and always on hand during working hours. Not being active and punctual at
work may give a picture of disinterest and apathy towards work. There is a possibility
that he/she may be passed over or terminated in favor of someone with greater respect for
job.
Urge to learn: An employer is always interested to know the educational level of the
applicant, not only formal programs or degrees but also self-instructions. An employer is
always interested to know the capability and willingness of the applicant to learn.
Reliability: One of the most important characteristic that an employer wants in an
employee is reliability and dependability. An employee with good track record and
dedication towards work is considered more trustworthy and faithful.
Loyalty and confidentiality: Since it is difficult for an interviewer to assess whether the
applicant is loyal or not, but every employer wants its office administrator to possess all
these qualities. There is nothing more unwelcoming than human sieve, spreading idle
rumors, overhear conversations etc.
Ability to take instructions: An employer wants an employer wants its employees to obey
instructions carefully. A good employee will take initiative to perform tasks efficiently
and improves results. Therefore, an employer wants someone who is an asset for an
organization than a handicap.
Additional-value: An employer looks for something extra in an office administrative
assistant than general qualifications. The boss wants its employee to be flexible,
committed, quick-witted, good communication skills and courteous. These additional
features help in building cordial relation with clients and colleagues.
Interview tips
Following are the interview tips
Be relaxed
Appear on time
Be groomed and neatly dressed
Don’t try to sell yourself
Certified Office Administrator
www.vskills.in Page 2
1.2. Daily Routine of an Office assistant
There may be variation in the office conditions since you employer may be an entrepreneur
working from small office or even from home. An office administrator may be place in a sales
office, law office, retail business or doctor’s office. Your company may have branches in different
states or countries depending upon its size and spread.
The location and condition of the work area can affect the efficiency and competency of the
employee. The placement of the workstation physically within the entire office-setup impacts the
work and the employees. The placement of the desk-chair, desk, lighting, supplies and computer
or typewriter is also an important factor affecting the daily routine of an employee.
1.3. Office Supplies
Audiovisual supplies and Equipments
Wall board
Message board signs and lettering
Laminating equipments and supplies
Audiovisual equipments and accessories
Binding equipments and supplies
Graphic arts and drafting supplies, etc.
Essential supplies and labels
Clips, pushpins, fasteners and rubber bands
Cash boxes, coin handling and key control
Adhesives and tape dispenser
Fluid and tape
Paper punches and trimmers
Stamps and stamp pads
Labels
Staplers and staple pins
Message pads, memo-book and post-IT notes
Name pads and tickets
Mailroom supplies
Safes and security items, etc.
Pantry supplies and aid
Beverage dispenser
Electronic appliances
Coffee and hot/cold beverages
Cups, plates and utensils
Snacks
Safety products
First aid supplies
Time clock, etc.
Certified Office Administrator
www.vskills.in Page 3
Calendar and Planners
Address books
Appointment books
Organizer books
Telephone books
Calendar and wall planners, etc.
Business supplies
Travel accessories
Ring folios and pad holders
Catalog and sample cases
Business card holders and accessories
Backpacks, etc.
Cleaning supplies
Air fresheners
Glass cleaners
Bathroom cleaners
Mops and buckets
Brooms and dust pans
Soap and hand cleaner
Brushes and dusters
Sponges and squeegees
Floor and carpet cleaner
Trash cans and liners
General office cleaners
Vacuums
Filing, binding and storages
Binder accessories
Index tabs
Binders and boxes
Portfolios
Catalog racks
Reference system
Report covers
Dividers and binders
Sheet protector
Files and tabs
Index cards
Custom printing
Certified Office Administrator
www.vskills.in Page 4
Business cards
Engraved products
Human resource forms
Custom stamps
Envelopes and labels
Specialty imprints
Organizer and desk accessories
Bookends
Desk trays
Cord, cable and management
Surface protector
Desktop, wall and floor literature holder
Desktop collection
Hanging wall files
Drawer organizer
Partition organizer
Desktop sorters
Hardware
Air purifier
Key control
Batteries
Ladder and stools
Extension cord
Light bulbs and tools
Fans and heaters
Hand trucks
Utility cabinets
Rest room goods
Bathroom tissues
Paper towels and dispenser
Wipes and toiletries
Napkins and dispenser
Facial tissues
Printing tools and supplies
Inkjet cartridges
Laser toner cartridges
Printing ribbons
Thermal printers
Office equipments
Certified Office Administrator
www.vskills.in Page 5
Eraser, pencil/pens, sharpener
Highlighters and markers
Business forms
Clipboards
Document covers
Seals
Tax forms
Writing pads
Labels and envelopes
Record-keeping
Paper-rolls
Certified Office Administrator
www.vskills.in Page 6
2. TELEPHONE USAGE
2.1. Telephone Manners
For an office administrator it is very important to have a pleasing telephone personality and a well-
modulated voice that conveys courtesy and dignity. Your telephone manners represent your
employer, therefore reply in a clear tone and never raise voice. Be a good listener and listen to the
person at the other end patiently. One must answer as quickly as possible. At all times have a
memo pad and telephone near the telephone. If it is necessary to delay for some reason, make a
polite request such as “please wait for a moment”. Keep a map of the area on a nearby wall for the
sake of outside visitors.
Check whether the person to whom the call is to transferred is available.
Since the caller might be waiting in a queuing system for quite some time, therefore if you need to
transfer the call, make sure that the person you’re going to put them through to is available.
Probably the last thing the caller wants is to get diverted to somebody’s voicemail. In some cases, a
caller may be happy to leave a message on voicemail so give them that option or, alternatively if
that is not convenient, offer the caller the name of the person they should ask for if they want to
call back later, giving them the person’s direct number or phone extension if possible.
Call Transfer – Phrasing and Etiquettes
It is good etiquettes to explain why you need to transfer the call and ask them if it is fine to put
them on hold and check if the person is available. If they agree to put them on hold, make sure
you come back and give them minute to minute details and check if they would like to continue to
hold. In case the caller does wants to discontinue, give them the name and number of the person
they should ask for when they call back. In case you are able to make contact with the appropriate
person, then go back to the caller and tell them that you are going to put through them to the
relevant person.
Case: When callers do not want to be transferred
In some cases, a caller may have been waiting for long and transferred from one person to other
before you take their call and might be extremely irate and not wish to be transferred anymore
having been put through to several others who have not been able to assist them. In situations like
these, apologize for the inconvenience this has caused and then take their name and number and
tell them you will get the relevant person to call them back. Make sure you also relay this
information to the person at work who is going to need to return the call giving them any preferred
times the caller wishes them to call back along with any background information about the caller’s
issue. Therefore, it is important to practice good etiquette when it comes to call transfers.
Taking Messages
It is useful for an office assistant to keep an accurate written record of both, particularly when the
employer is not in office. You should record the caller’s name, telephone number, purpose of call
or any message. In case the caller has a message to leave for your employer or another employee,
take the message word for word. If you do not understand what the caller is saying, ask them to
repeat, since this message is very important for the employer. In case you are unfamiliar with
Certified Office Administrator
www.vskills.in Page 7
caller name, ask for the spelling and make sure you note whom the message is for. It is
advantageous to maintain a telephone message is that you are more likely to take complete
information by filling in the printed form asking for relevant information required.
Screening calls
Sometimes it may be required to screen your boss’s incoming call. In this case you become the
judge as to whether your boss should be disturbed or not. It is extremely important to handle the
calls tactfully, so that the caller is not affronted. Many callers will ask your employer by name and
will tell you the question they need answered. It is therefore important to confer your boss to
know if screening should be done or the call should be put through immediately.
2.2. Telephone Etiquettes
Take the call without disruption
Never chew gum, eat or drink while you are on call.
Always have something available to write
Answer calls by second or third ring
Be cheerful when answering the calls
Speak clearly with controlled volume and speed
Be enthusiastic and respectful
Greet the caller well
Verify the caller by asking “To whom am I speaking to?”
Ask the caller “How may I assist you?”
Avoid unnecessary jargon and acronyms in your conversation
Use the caller’s name
Observe good learning skills
Be empathetic and apologetic in case of any problem
Express gratitude for calling and ask them to call again
2.3. Voice Mail Etiquettes
The objective of voice mail is to improve communication without being careless.
Points to be considered by the receiver when voice mail facility is made available
Keep your greeting short
Inform the caller how and when they can reach you
Update your message frequently
Keep your message friendly but don’t forget being professional
Check your voice mail frequently throughout the day
Return calls in timely manner
Encourage the caller to leave a detailed message
Respect the confidentiality of the messages you receive
Points to be considered by callers when encountering voice mails
Leave a clear concise message with a phone number
Provide a good time to return the call
Remember that sometime voice messages are lost somewhere in the system due to
accidental deletion of the message
Certified Office Administrator
www.vskills.in Page 8
Use voice mail as a way of informing that other communication are waiting or coming
since voice mail users check voice mails frequently more often than emails or fax
machine
Never confidential inflammatory or embarrassing messages on a voice mail message
Certified Office Administrator
www.vskills.in Page 9

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Vskills office administrator sample material

  • 2. 1. OVERVIEW OF OFFICE ADMINISTRATION Job of an office assistant The job of an office administrator is to relieve your employer of the great deal of work, especially the details of office procedure and other matters that do not require the employer’s personal involvement. As an office administrator y our job is to act as a mediator between your boss and the rest of the company. Sometimes an office administrator acts as a buffer. Everything done by an office administrator for the employer must duplicate as closely as possible what he/she would do if not absorbed in work that could not be delegated. 1.1. Qualities required in an office assistant The most important qualities that an employer seeks in an office administrator are as under Punctuality: An employer always wants an office administrator to be consistently punctual and always on hand during working hours. Not being active and punctual at work may give a picture of disinterest and apathy towards work. There is a possibility that he/she may be passed over or terminated in favor of someone with greater respect for job. Urge to learn: An employer is always interested to know the educational level of the applicant, not only formal programs or degrees but also self-instructions. An employer is always interested to know the capability and willingness of the applicant to learn. Reliability: One of the most important characteristic that an employer wants in an employee is reliability and dependability. An employee with good track record and dedication towards work is considered more trustworthy and faithful. Loyalty and confidentiality: Since it is difficult for an interviewer to assess whether the applicant is loyal or not, but every employer wants its office administrator to possess all these qualities. There is nothing more unwelcoming than human sieve, spreading idle rumors, overhear conversations etc. Ability to take instructions: An employer wants an employer wants its employees to obey instructions carefully. A good employee will take initiative to perform tasks efficiently and improves results. Therefore, an employer wants someone who is an asset for an organization than a handicap. Additional-value: An employer looks for something extra in an office administrative assistant than general qualifications. The boss wants its employee to be flexible, committed, quick-witted, good communication skills and courteous. These additional features help in building cordial relation with clients and colleagues. Interview tips Following are the interview tips Be relaxed Appear on time Be groomed and neatly dressed Don’t try to sell yourself
  • 3. Certified Office Administrator www.vskills.in Page 2 1.2. Daily Routine of an Office assistant There may be variation in the office conditions since you employer may be an entrepreneur working from small office or even from home. An office administrator may be place in a sales office, law office, retail business or doctor’s office. Your company may have branches in different states or countries depending upon its size and spread. The location and condition of the work area can affect the efficiency and competency of the employee. The placement of the workstation physically within the entire office-setup impacts the work and the employees. The placement of the desk-chair, desk, lighting, supplies and computer or typewriter is also an important factor affecting the daily routine of an employee. 1.3. Office Supplies Audiovisual supplies and Equipments Wall board Message board signs and lettering Laminating equipments and supplies Audiovisual equipments and accessories Binding equipments and supplies Graphic arts and drafting supplies, etc. Essential supplies and labels Clips, pushpins, fasteners and rubber bands Cash boxes, coin handling and key control Adhesives and tape dispenser Fluid and tape Paper punches and trimmers Stamps and stamp pads Labels Staplers and staple pins Message pads, memo-book and post-IT notes Name pads and tickets Mailroom supplies Safes and security items, etc. Pantry supplies and aid Beverage dispenser Electronic appliances Coffee and hot/cold beverages Cups, plates and utensils Snacks Safety products First aid supplies Time clock, etc.
  • 4. Certified Office Administrator www.vskills.in Page 3 Calendar and Planners Address books Appointment books Organizer books Telephone books Calendar and wall planners, etc. Business supplies Travel accessories Ring folios and pad holders Catalog and sample cases Business card holders and accessories Backpacks, etc. Cleaning supplies Air fresheners Glass cleaners Bathroom cleaners Mops and buckets Brooms and dust pans Soap and hand cleaner Brushes and dusters Sponges and squeegees Floor and carpet cleaner Trash cans and liners General office cleaners Vacuums Filing, binding and storages Binder accessories Index tabs Binders and boxes Portfolios Catalog racks Reference system Report covers Dividers and binders Sheet protector Files and tabs Index cards Custom printing
  • 5. Certified Office Administrator www.vskills.in Page 4 Business cards Engraved products Human resource forms Custom stamps Envelopes and labels Specialty imprints Organizer and desk accessories Bookends Desk trays Cord, cable and management Surface protector Desktop, wall and floor literature holder Desktop collection Hanging wall files Drawer organizer Partition organizer Desktop sorters Hardware Air purifier Key control Batteries Ladder and stools Extension cord Light bulbs and tools Fans and heaters Hand trucks Utility cabinets Rest room goods Bathroom tissues Paper towels and dispenser Wipes and toiletries Napkins and dispenser Facial tissues Printing tools and supplies Inkjet cartridges Laser toner cartridges Printing ribbons Thermal printers Office equipments
  • 6. Certified Office Administrator www.vskills.in Page 5 Eraser, pencil/pens, sharpener Highlighters and markers Business forms Clipboards Document covers Seals Tax forms Writing pads Labels and envelopes Record-keeping Paper-rolls
  • 7. Certified Office Administrator www.vskills.in Page 6 2. TELEPHONE USAGE 2.1. Telephone Manners For an office administrator it is very important to have a pleasing telephone personality and a well- modulated voice that conveys courtesy and dignity. Your telephone manners represent your employer, therefore reply in a clear tone and never raise voice. Be a good listener and listen to the person at the other end patiently. One must answer as quickly as possible. At all times have a memo pad and telephone near the telephone. If it is necessary to delay for some reason, make a polite request such as “please wait for a moment”. Keep a map of the area on a nearby wall for the sake of outside visitors. Check whether the person to whom the call is to transferred is available. Since the caller might be waiting in a queuing system for quite some time, therefore if you need to transfer the call, make sure that the person you’re going to put them through to is available. Probably the last thing the caller wants is to get diverted to somebody’s voicemail. In some cases, a caller may be happy to leave a message on voicemail so give them that option or, alternatively if that is not convenient, offer the caller the name of the person they should ask for if they want to call back later, giving them the person’s direct number or phone extension if possible. Call Transfer – Phrasing and Etiquettes It is good etiquettes to explain why you need to transfer the call and ask them if it is fine to put them on hold and check if the person is available. If they agree to put them on hold, make sure you come back and give them minute to minute details and check if they would like to continue to hold. In case the caller does wants to discontinue, give them the name and number of the person they should ask for when they call back. In case you are able to make contact with the appropriate person, then go back to the caller and tell them that you are going to put through them to the relevant person. Case: When callers do not want to be transferred In some cases, a caller may have been waiting for long and transferred from one person to other before you take their call and might be extremely irate and not wish to be transferred anymore having been put through to several others who have not been able to assist them. In situations like these, apologize for the inconvenience this has caused and then take their name and number and tell them you will get the relevant person to call them back. Make sure you also relay this information to the person at work who is going to need to return the call giving them any preferred times the caller wishes them to call back along with any background information about the caller’s issue. Therefore, it is important to practice good etiquette when it comes to call transfers. Taking Messages It is useful for an office assistant to keep an accurate written record of both, particularly when the employer is not in office. You should record the caller’s name, telephone number, purpose of call or any message. In case the caller has a message to leave for your employer or another employee, take the message word for word. If you do not understand what the caller is saying, ask them to repeat, since this message is very important for the employer. In case you are unfamiliar with
  • 8. Certified Office Administrator www.vskills.in Page 7 caller name, ask for the spelling and make sure you note whom the message is for. It is advantageous to maintain a telephone message is that you are more likely to take complete information by filling in the printed form asking for relevant information required. Screening calls Sometimes it may be required to screen your boss’s incoming call. In this case you become the judge as to whether your boss should be disturbed or not. It is extremely important to handle the calls tactfully, so that the caller is not affronted. Many callers will ask your employer by name and will tell you the question they need answered. It is therefore important to confer your boss to know if screening should be done or the call should be put through immediately. 2.2. Telephone Etiquettes Take the call without disruption Never chew gum, eat or drink while you are on call. Always have something available to write Answer calls by second or third ring Be cheerful when answering the calls Speak clearly with controlled volume and speed Be enthusiastic and respectful Greet the caller well Verify the caller by asking “To whom am I speaking to?” Ask the caller “How may I assist you?” Avoid unnecessary jargon and acronyms in your conversation Use the caller’s name Observe good learning skills Be empathetic and apologetic in case of any problem Express gratitude for calling and ask them to call again 2.3. Voice Mail Etiquettes The objective of voice mail is to improve communication without being careless. Points to be considered by the receiver when voice mail facility is made available Keep your greeting short Inform the caller how and when they can reach you Update your message frequently Keep your message friendly but don’t forget being professional Check your voice mail frequently throughout the day Return calls in timely manner Encourage the caller to leave a detailed message Respect the confidentiality of the messages you receive Points to be considered by callers when encountering voice mails Leave a clear concise message with a phone number Provide a good time to return the call Remember that sometime voice messages are lost somewhere in the system due to accidental deletion of the message
  • 9. Certified Office Administrator www.vskills.in Page 8 Use voice mail as a way of informing that other communication are waiting or coming since voice mail users check voice mails frequently more often than emails or fax machine Never confidential inflammatory or embarrassing messages on a voice mail message