Executive Assistant Online Certificate Course

Be an Effective Personal Assistant and Enhance Your Organization

Executive Assistant Online Certificate Course

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Executive and Personal Assistants Online Certificate Course

The Executive and Personal Assistants Online Certificate Course is designed to provide you with the wide range of skills necessary to be an EA. The demands of the role are constant and demanding. This means you need to be able to confidentially update schedules, make travel arrangements, keep effective minutes and create vital documentation. Confidentiality is perhaps the most essential quality that every assistant must have.

Our Personal and Executive Online courses will demonstrate exactly what you need to do to be a successful assistant. Students will learn how to effectively manage schedules, organize meetings, and how to perform the tricky gatekeeper’s role. A special skill set of versatile skills is required to be an Executive or Personal Assistant.

Key Learning Objectives

  • Acclimatize to the different needs and management styles of managers
  • Effectively and clearly communicate using written, verbal, and nonverbal methods
  • Display better time management skills
  • Effectively manage meetings
  • Perform the role of gatekeeper
  • Effectively use the Executive Assistant’s tools of the trade

Executive and Personal Assistants Online Course - Requirements

The Executive and Personal Assistants Online Certificate Course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete. 

To successfully complete this course, a student must:

  • Have access to the internet and the necessary technical skills to navigate the online learning resources
  • Have access to any mobile device with internet connectivity (laptop, desktop, tablet)
  • Be a self-directed learner
  • Possess sound language and literacy skills

Quick Course Facts

  1. Course content is structured for easy comprehension
  2. Approximately 6 to 8 hours of study is needed to complete the course
  3. Registered students gain unrestricted lifetime access to the Executive and Personal Assistants Online course
  4. All course material is available online 24/7 and can be accessed using any device
  5. Study online from anywhere in your own time at your own pace
  6. All students who complete the course will be awarded with a certificate of completion

Executive and Personal Assistants Online Certificate Course – Outline

Module One - Getting Started

Module Two - Working with your Manager

Assistants are professionals who work to make life easier for their employers. Adaptability is a trait that assistance must have to work effectively. Assistants must be able to adapt to their employer's working style, needs, and responsibilities. This ensures a smooth, productive, and amicable work relationship.

Adapting to their Style

Choosing a manager is not always an option. As a professional, you must constantly be prepared to work with a variety of personalities. When working with a difficult manager, taking time to understand your manager can turn a negative into a positive. Common difficult management styles include:

  • Authoritative commander
  • Control Freak

Anticipate Their Needs

A good assistant can anticipate the needs of their employers. This is to reduce the number of distractions and minor tasks that a manager must handle. By doing this, managers can focus their energies on more important tasks. 

Getting Your Responsibilities Defined

To create a better understanding between you and your employer, you must discuss your responsibilities. This is important, especially if you are working with several managers. Be sure to write this down, so you don't get confused about the job requirements.

When to Take the Initiative

Going the extra mile is highly desired in any employee. However, you mustn't overstep your bounds. The key is to know when to take the initiative. Slowly build your employer's trust by taking the time to learn the ropes and doing small tasks effectively. As you slowly build your confidence, you are now in a better position to take the initiative.

Module Three – Administrative Soft Skills

Part of your role as an assistant can include working as an administrator. After all, you work directly under a manager, and your tasks are manager related. To be effective, you must develop your social intelligence, business acumen, office management skills, and active listening.

Social Intelligence

Social intelligence refers to the empathy, understanding, and cognition required to be effective in social settings. Empathy is the ability to understand or share feelings. However, it takes more than empathy to have effective social intelligence.

Basic Business Acumen

Business acumen is the ability to see the big picture and make the necessary decisions for the benefit of the organization. This is a trait that is often reserved for executives, but having good business acumen is something that is highly desired in executive and personal assistants. Developing your business acumen takes experience and staying informed about the different aspects of the business and industry you are working in.

Office Management

An executive and personal assistant must also operate as an office manager. This requires management skills that will help you during those times that your manager is not available.

Active Listening

Having great listening skills is a must-have for any assistant. This is especially critical in a fast-paced environment. You must hone your listening skills so you get the right information the first time, all the time.

Module Four – Effective Time Management

In this part of the Executive and Personal Assistants Online Certificate course, you will learn the importance of effective time management. Assistants must not only be able to manage their time but also the people around them. In this module, we will discuss time management techniques that can help you maintain control of your time and increase productivity.

Calendar Management

Calendar management is critical to your time management. Assistants must have a synchronized personal and professional calendar. Fortunately, applications are now available to help you easily manage your home and work calendar.

Prepare for Changes and Surprises

The nature of changes and surprises is that these come when you least expect it. However, this should not be an excuse when performing your job. You should always be prepared for any changes that can disrupt your schedule.

Keeping Others on Track

Your role as an assistant is not limited to your direct employer but all the people under your employer. Part of your responsibility is ensuring that your manager is aware of all important schedules and arriving at meetings on time.

Urgent/ Important Matrix

You should be able to discriminate urgent and important tasks as part of your time management strategy. Urgent tasks can prevent you from reaching your goals and only become distractions. This is why prioritizing important tasks should be given priority because these tasks help you meet your goals.

Module Five – Meeting Management

Assistants are responsible for planning, organizing, and arranging meetings. This is important since meetings are critical to the success of your business. In this module, you will learn the basics of how to manage meetings.

Creating an Agenda

An effective agenda is a key to a successful meeting. Fortunately, there is no shortage of computer programs that can be used to create and keep track of meeting agendas.

Keeping Minutes

Keeping minutes gives you a legal and historical record of the meeting. Keeping minutes begins before the meeting. The requirements for the minutes will also depend on the type of meeting.

Keeping the Meeting on Time

As an assistant, you should ensure that the time used in meetings is spent efficiently. Longer meetings do not equate to more productive meetings. This can be the opposite.

Variations for Large and Small Meetings

The size of the meeting has a direct effect on the proceedings. Smaller meetings do not require the same preparation compared to larger meetings. As a rule, meetings with more than 50 attendees are considered a large meeting.

Module Six – Tools of the Trade (Part 1)

In this module, we discuss the different tools of the trade for assistants. It includes familiarizing yourself with machines, computer programs, and basic etiquette for assistants.

Email Protocol

Emails have become an important medium for business communication. It is a convenient tool for sending and receiving documents, messages, and an effective way of storing business communique.

Office Machinery

Your role as an assistant is not limited to helping your employer; you should also get a working knowledge of office machinery. Each organization has its own set of equipment. It includes faxes, scanners, copiers, printers, postage machines, shredders, and telephones.

Computer and Software Skills

In today’s modern office environment, having basic computer skills and software skills is not a plus but a basic requirement. To be an assistant, you must be proficient in using computers and office applications (Microsoft Word, Excel, PowerPoint).

Communication Skills

Great communication skills are critical for any personal or executive assistant. It does not only include having active listening skills but also being able to express yourself effectively. You should possess great oral and written communication skills.

Module Seven – Tools of the Trade (Part 2)

Adaptability is a trait that every assistant must-have. Part of this is being able to cope up with the ever-changing tools of the trade caused by technology. Keeping up with the tools of the trade allows you to become an informative assistant.

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

Assistants are gatekeepers. They are responsible for keeping managers focused on their work and saving them from the hassle of distractions. It can include screening calls or weeding unnecessary information.

Filtering Data and Information

Before you can start shielding your managers from distractions, you should first develop a deep understanding of what is and what is not important. To do this, you can start by asking these general questions:

  • Is this important?
  • Is the manager the only one to handle this?
  • Is it relevant to goals?
  • Can I address this myself?
  • Is the source reliable?

Learn to Say No

Part of your job as gatekeeper is to say “no.” Your manager’s time is not infinite, and you should help them maximize their time for activities that are considered productive.

Dealing with Difficult People

People skills are a must for assistants. This is especially useful when dealing with difficult people. Conflict is sometimes unavoidable. When dealing with a difficult situation, you should maintain the utmost professionalism.

Recognize the Tricks

People with enough motivation can be very creative in getting past gatekeepers. They could be tricky, and it is your job to recognize these tricks.

Module Nine – Organizational Skills

Organizational skills are a must-have for any assistant. You must learn how to prioritize, plan, and work towards your goals. Over time, organizations skills can be improved to make you a more effective assistant.

Prioritizing Your Workload

You can use the urgent, important matrix to help identify your tasks. This is divided into four tiers: top priority, second priority, third-tier, and bottom tier.

Goal Setting

You must first establish your goals to help you prioritize and organize all work-related tasks. A great way of identifying your goals is by following the SMART method.

Plan for Tomorrow, Today

Sa planning goes, you might find out that scheduling all activities in a week is often hit or miss. This is why we suggest you create your schedule for the next day at the end of the day. There might be an unscheduled meeting or appointment that could quickly place your schedule in jeopardy.

Staying on Track

Stating on track is easier said than done. Having your activities planned on paper is one thing, but this could quickly go awry when an unexpected problem or distraction comes. Below are some tips on how to stay on track:

  • De-clutter
  • Use technology
  • Two-minute rule
  • Balance
  • Be flexible

Module Ten – Confidentiality Guidelines

As an assistant, you will have access to your client's confidential information. And as a professional, it is your solemn duty to keep this information private and away from the public.

  • Your confidentiality duty
  • Be Certificatetic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

In this module, we take a look at the special roles and tasks of an assistant. It includes interacting with clients or managing social media.

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Recognition & Accreditation

The International Association of Online Training Standards (IAOTS) has given international recognition and accreditation to this executive assistant certificate course. All courses offered by Courses For Success are presented methodically step by step allowing students to easily complete courses quickly.  This unique method enables students to obtain qualifications earlier. All students who successfully complete the course will receive a certificate of completion. Courses For Success has a high commitment to ensuring student satisfaction and works hard to ensure high completion rates.

Module One - Getting Started

Module Two - Working with your Manager

  • Adapting to their style
  • Anticipate their needs
  • Getting your responsibilities defined
  • When to take the initiative

Module Three - Administrative Soft Skills

  • Social Intelligence
  • Basic business acumen
  • Office management
  • Active listening

Module Four - Effective Time Management

  • Calendar management
  • Prepare for changes and surprises
  • Keeping others on track
  • Urgent / important matrix

Module Five - Meeting Management

  • Creating an agenda
  • Keepng minutes
  • Keeping the meeting on time
  • Variations for large and small meetings

Module Six - Tools of the Trade (Part 1)

  • Email protocol
  • Office machinery
  • Computer and software skills
  • Commuication Skills

Module Seven - Tools of the Trade (Part 2)

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

  • Filtering data and information
  • Learn to say no
  • Dealing with difficult people
  • Recognise the tricks

Module Nine - Organizational Skills

  • Prioritising your workload
  • Goal setting
  • Plan for tomorrow, today
  • Staying on track

Module Ten - Confidentiality Guidelines

  • Your confidentiality duty
  • Be Certificatetic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Customer Reviews

5 star
45%
4 star
34%
3 star
16%
2 star
3%
1 star
2%
(331)
Average rating 4 out of 5 stars

11 July 2020 07:46:26 PM

I have enjoyed this course from beginning to end.

11 July 2020 12:22:09 AM

Great course

7 July 2020 07:17:26 AM

This was a good reminder of things learned previously, and a good deal of information that was new and helpful.

23 June 2020 10:55:59 PM

Great general overview to Personal and Executive Assistant with case studies that help you avoid mistakes.

5 June 2020 05:56:17 PM

great

5 June 2020 05:47:13 PM

great

3 June 2020 10:32:55 AM

A very helpful refresher course.

30 May 2020 11:23:40 AM

A BIT COMPLICATED BUT WELL CONSTRUCTED

29 May 2020 01:44:27 PM

So Glad that I decided to do this course
Will Definately be doing more study with you

28 May 2020 09:46:52 AM

Great to learn

20 May 2020 02:12:40 PM

Great course, easily explained and love how you can refresh yourself with the contents after you have completed the course :)

20 May 2020 02:06:44 PM

Everything was clearly explained and worded in a way to promote self aware and engaged thinking in relation to the top being covered. Really love how participants can reflect back on the contents to refresh themselves or find new focus points to improve on even after completing the course.

16 May 2020 10:54:26 PM

I really enjoyed the course and pleased I bought it on WOWCHER the case studies were very funny and made the course enjoyable .

15 May 2020 10:59:35 PM

Really helpful.

11 May 2020 10:25:50 PM

Good introduction to being an assistant

5 May 2020 11:46:03 AM

very informative and useful to put in action at work.

1 May 2020 03:47:26 PM

Course was easy to access and very informative.

1 May 2020 01:48:01 PM

Great course!

24 April 2020 02:13:48 AM

learnt lots!

15 April 2020 04:59:08 PM

Good course for refresh

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1.  Who are Courses For Success?

Courses For Success is a global course platform that started in 2008 with 5 courses, since then we have grown to over 10,000 online courses. As our courses are delivered online via the internet, we sell our courses worldwide.

Our courses span across many categories including Academic, Animal, Beauty, Business, Career, Counseling, Creative & Media, Health & Therapy, Hobbies & Trades, IT, Personal Development, Sports & Fitness.

Some of the companies we work with include Groupon, Living Social, CNN, Entrepreneur, Mashable, Reed UK, Stack Social and many more.

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to email/info)(coursesforsuccess.com with the subject Courses For Success Refund so we can accommodate your request.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program was developed by Courses For Success to help our customers achieve success. Currently, we are offering this program for FREE with every course or bundle purchase this month. This is a limited time offer! We have received thousands of reviews for this program, please see: Personal Success Training Program Reviews

4.  Are there any requirements to study this course?

No, anyone who has an interest in learning more about this subject matter is encouraged to take our course. There are no entry requirements to take this course.

5.  Do I require to have finished high school to complete this course?

No, you do not require a High School Diploma or to have finished school to study this course, this course is open to anyone who would like to take this course.

6.  What if English is not my first language?

This course is provided in English, however, due to the digital nature of our training, you can take your time studying the material and make use of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After you have completed the payment, you will receive a confirmation email and tax receipt. You will also receive an email containing your course login details (username and password), as well as instructions on how to access and log in to your course via the internet with any device, please check your junk/spam folder in the event that you do not receive the email.

9.  When does this course start?

Providing you have internet access you can start this course whenever you like, just go to the login page and insert your username and password and you can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation. By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace. Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You don't need to be a computer expert to succeed with our online training, but you should be comfortable typing, using the internet and be capable of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

There is no time limit for completing this course, it can be studied in your own time at your own pace. Once you have purchased this course you will have unlimited lifetime access, meaning you can access this course whenever you want.

13.  How long will my course take?

Individual courses are designed to be completed within 6-8 hours.

If you choose a course bundle, simply multiply the above hours by the number of courses included in the bundle.
For example:

  • 2 course bundle is 2 x 6-8 hours = 12-16 hours
  • 3 course bundle is 3 x 6-8 hours = 18-24 hours
  • 5 course bundle is 5 x 6-8 hours = 30-40 hours
  • 10 course bundle is 10 x 6-8 hours = 60-80 hours
14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes, you will be required to complete a multiple-choice test online at the end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You will receive a Certificate of Completion that is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers and employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."
Valencia Marie Aviles - 5 STAR REVIEW
"I had a very good experience with my course. It has helped me to get multiple jobs and prepared me for almost everything I would need to know. The course was very informative and easy to understand and broken up perfectly to be done in a short amount of time while still learning a good amount! I would recommend Courses for Success to anyone trying to get abs certifications for job advancements, it is well worth it!"
ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our completion certificates are very valuable and will help you progress in your work environment and show employers how committed you are to learn new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying and completing this course will show employers that you have the knowledge in this field, additionally you will gain more confidence in this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses are studied online at your own pace and you are free to study as many or as few courses as you wish, we also offer online course bundles that allow you to save on additional courses so that you may get all the topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer. *For faster transaction Credit Card payments are preferred. Please purchase online via our website course product page or contact us at email/info)(coursesforsuccess.com, to pay via bank transfer.

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at email/info)(coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at email/info)(coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to email/info)(coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes, you can customize your own bundle. Please send us the complete list with the exact course link of the courses you'd like to bundle up via email email/info)(coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at email/info)(coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

About this Course

Executive and Personal Assistants Online Certificate Course

The Executive and Personal Assistants Online Certificate Course is designed to provide you with the wide range of skills necessary to be an EA. The demands of the role are constant and demanding. This means you need to be able to confidentially update schedules, make travel arrangements, keep effective minutes and create vital documentation. Confidentiality is perhaps the most essential quality that every assistant must have.

Our Personal and Executive Online courses will demonstrate exactly what you need to do to be a successful assistant. Students will learn how to effectively manage schedules, organize meetings, and how to perform the tricky gatekeeper’s role. A special skill set of versatile skills is required to be an Executive or Personal Assistant.

Key Learning Objectives

  • Acclimatize to the different needs and management styles of managers
  • Effectively and clearly communicate using written, verbal, and nonverbal methods
  • Display better time management skills
  • Effectively manage meetings
  • Perform the role of gatekeeper
  • Effectively use the Executive Assistant’s tools of the trade

Executive and Personal Assistants Online Course - Requirements

The Executive and Personal Assistants Online Certificate Course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete. 

To successfully complete this course, a student must:

  • Have access to the internet and the necessary technical skills to navigate the online learning resources
  • Have access to any mobile device with internet connectivity (laptop, desktop, tablet)
  • Be a self-directed learner
  • Possess sound language and literacy skills

Quick Course Facts

  1. Course content is structured for easy comprehension
  2. Approximately 6 to 8 hours of study is needed to complete the course
  3. Registered students gain unrestricted lifetime access to the Executive and Personal Assistants Online course
  4. All course material is available online 24/7 and can be accessed using any device
  5. Study online from anywhere in your own time at your own pace
  6. All students who complete the course will be awarded with a certificate of completion

Executive and Personal Assistants Online Certificate Course – Outline

Module One - Getting Started

Module Two - Working with your Manager

Assistants are professionals who work to make life easier for their employers. Adaptability is a trait that assistance must have to work effectively. Assistants must be able to adapt to their employer's working style, needs, and responsibilities. This ensures a smooth, productive, and amicable work relationship.

Adapting to their Style

Choosing a manager is not always an option. As a professional, you must constantly be prepared to work with a variety of personalities. When working with a difficult manager, taking time to understand your manager can turn a negative into a positive. Common difficult management styles include:

  • Authoritative commander
  • Control Freak

Anticipate Their Needs

A good assistant can anticipate the needs of their employers. This is to reduce the number of distractions and minor tasks that a manager must handle. By doing this, managers can focus their energies on more important tasks. 

Getting Your Responsibilities Defined

To create a better understanding between you and your employer, you must discuss your responsibilities. This is important, especially if you are working with several managers. Be sure to write this down, so you don't get confused about the job requirements.

When to Take the Initiative

Going the extra mile is highly desired in any employee. However, you mustn't overstep your bounds. The key is to know when to take the initiative. Slowly build your employer's trust by taking the time to learn the ropes and doing small tasks effectively. As you slowly build your confidence, you are now in a better position to take the initiative.

Module Three – Administrative Soft Skills

Part of your role as an assistant can include working as an administrator. After all, you work directly under a manager, and your tasks are manager related. To be effective, you must develop your social intelligence, business acumen, office management skills, and active listening.

Social Intelligence

Social intelligence refers to the empathy, understanding, and cognition required to be effective in social settings. Empathy is the ability to understand or share feelings. However, it takes more than empathy to have effective social intelligence.

Basic Business Acumen

Business acumen is the ability to see the big picture and make the necessary decisions for the benefit of the organization. This is a trait that is often reserved for executives, but having good business acumen is something that is highly desired in executive and personal assistants. Developing your business acumen takes experience and staying informed about the different aspects of the business and industry you are working in.

Office Management

An executive and personal assistant must also operate as an office manager. This requires management skills that will help you during those times that your manager is not available.

Active Listening

Having great listening skills is a must-have for any assistant. This is especially critical in a fast-paced environment. You must hone your listening skills so you get the right information the first time, all the time.

Module Four – Effective Time Management

In this part of the Executive and Personal Assistants Online Certificate course, you will learn the importance of effective time management. Assistants must not only be able to manage their time but also the people around them. In this module, we will discuss time management techniques that can help you maintain control of your time and increase productivity.

Calendar Management

Calendar management is critical to your time management. Assistants must have a synchronized personal and professional calendar. Fortunately, applications are now available to help you easily manage your home and work calendar.

Prepare for Changes and Surprises

The nature of changes and surprises is that these come when you least expect it. However, this should not be an excuse when performing your job. You should always be prepared for any changes that can disrupt your schedule.

Keeping Others on Track

Your role as an assistant is not limited to your direct employer but all the people under your employer. Part of your responsibility is ensuring that your manager is aware of all important schedules and arriving at meetings on time.

Urgent/ Important Matrix

You should be able to discriminate urgent and important tasks as part of your time management strategy. Urgent tasks can prevent you from reaching your goals and only become distractions. This is why prioritizing important tasks should be given priority because these tasks help you meet your goals.

Module Five – Meeting Management

Assistants are responsible for planning, organizing, and arranging meetings. This is important since meetings are critical to the success of your business. In this module, you will learn the basics of how to manage meetings.

Creating an Agenda

An effective agenda is a key to a successful meeting. Fortunately, there is no shortage of computer programs that can be used to create and keep track of meeting agendas.

Keeping Minutes

Keeping minutes gives you a legal and historical record of the meeting. Keeping minutes begins before the meeting. The requirements for the minutes will also depend on the type of meeting.

Keeping the Meeting on Time

As an assistant, you should ensure that the time used in meetings is spent efficiently. Longer meetings do not equate to more productive meetings. This can be the opposite.

Variations for Large and Small Meetings

The size of the meeting has a direct effect on the proceedings. Smaller meetings do not require the same preparation compared to larger meetings. As a rule, meetings with more than 50 attendees are considered a large meeting.

Module Six – Tools of the Trade (Part 1)

In this module, we discuss the different tools of the trade for assistants. It includes familiarizing yourself with machines, computer programs, and basic etiquette for assistants.

Email Protocol

Emails have become an important medium for business communication. It is a convenient tool for sending and receiving documents, messages, and an effective way of storing business communique.

Office Machinery

Your role as an assistant is not limited to helping your employer; you should also get a working knowledge of office machinery. Each organization has its own set of equipment. It includes faxes, scanners, copiers, printers, postage machines, shredders, and telephones.

Computer and Software Skills

In today’s modern office environment, having basic computer skills and software skills is not a plus but a basic requirement. To be an assistant, you must be proficient in using computers and office applications (Microsoft Word, Excel, PowerPoint).

Communication Skills

Great communication skills are critical for any personal or executive assistant. It does not only include having active listening skills but also being able to express yourself effectively. You should possess great oral and written communication skills.

Module Seven – Tools of the Trade (Part 2)

Adaptability is a trait that every assistant must-have. Part of this is being able to cope up with the ever-changing tools of the trade caused by technology. Keeping up with the tools of the trade allows you to become an informative assistant.

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

Assistants are gatekeepers. They are responsible for keeping managers focused on their work and saving them from the hassle of distractions. It can include screening calls or weeding unnecessary information.

Filtering Data and Information

Before you can start shielding your managers from distractions, you should first develop a deep understanding of what is and what is not important. To do this, you can start by asking these general questions:

  • Is this important?
  • Is the manager the only one to handle this?
  • Is it relevant to goals?
  • Can I address this myself?
  • Is the source reliable?

Learn to Say No

Part of your job as gatekeeper is to say “no.” Your manager’s time is not infinite, and you should help them maximize their time for activities that are considered productive.

Dealing with Difficult People

People skills are a must for assistants. This is especially useful when dealing with difficult people. Conflict is sometimes unavoidable. When dealing with a difficult situation, you should maintain the utmost professionalism.

Recognize the Tricks

People with enough motivation can be very creative in getting past gatekeepers. They could be tricky, and it is your job to recognize these tricks.

Module Nine – Organizational Skills

Organizational skills are a must-have for any assistant. You must learn how to prioritize, plan, and work towards your goals. Over time, organizations skills can be improved to make you a more effective assistant.

Prioritizing Your Workload

You can use the urgent, important matrix to help identify your tasks. This is divided into four tiers: top priority, second priority, third-tier, and bottom tier.

Goal Setting

You must first establish your goals to help you prioritize and organize all work-related tasks. A great way of identifying your goals is by following the SMART method.

Plan for Tomorrow, Today

Sa planning goes, you might find out that scheduling all activities in a week is often hit or miss. This is why we suggest you create your schedule for the next day at the end of the day. There might be an unscheduled meeting or appointment that could quickly place your schedule in jeopardy.

Staying on Track

Stating on track is easier said than done. Having your activities planned on paper is one thing, but this could quickly go awry when an unexpected problem or distraction comes. Below are some tips on how to stay on track:

  • De-clutter
  • Use technology
  • Two-minute rule
  • Balance
  • Be flexible

Module Ten – Confidentiality Guidelines

As an assistant, you will have access to your client's confidential information. And as a professional, it is your solemn duty to keep this information private and away from the public.

  • Your confidentiality duty
  • Be Certificatetic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

In this module, we take a look at the special roles and tasks of an assistant. It includes interacting with clients or managing social media.

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Recognition & Accreditation

The International Association of Online Training Standards (IAOTS) has given international recognition and accreditation to this executive assistant certificate course. All courses offered by Courses For Success are presented methodically step by step allowing students to easily complete courses quickly.  This unique method enables students to obtain qualifications earlier. All students who successfully complete the course will receive a certificate of completion. Courses For Success has a high commitment to ensuring student satisfaction and works hard to ensure high completion rates.

Module One - Getting Started

Module Two - Working with your Manager

  • Adapting to their style
  • Anticipate their needs
  • Getting your responsibilities defined
  • When to take the initiative

Module Three - Administrative Soft Skills

  • Social Intelligence
  • Basic business acumen
  • Office management
  • Active listening

Module Four - Effective Time Management

  • Calendar management
  • Prepare for changes and surprises
  • Keeping others on track
  • Urgent / important matrix

Module Five - Meeting Management

  • Creating an agenda
  • Keepng minutes
  • Keeping the meeting on time
  • Variations for large and small meetings

Module Six - Tools of the Trade (Part 1)

  • Email protocol
  • Office machinery
  • Computer and software skills
  • Commuication Skills

Module Seven - Tools of the Trade (Part 2)

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

  • Filtering data and information
  • Learn to say no
  • Dealing with difficult people
  • Recognise the tricks

Module Nine - Organizational Skills

  • Prioritising your workload
  • Goal setting
  • Plan for tomorrow, today
  • Staying on track

Module Ten - Confidentiality Guidelines

  • Your confidentiality duty
  • Be Certificatetic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

(331)
Average rating 4 out of 5 stars
5 star
45%
4 star
34%
3 star
16%
2 star
3%
1 star
2%

11 July 2020 07:46:26 PM

I have enjoyed this course from beginning to end.

11 July 2020 12:22:09 AM

Great course

7 July 2020 07:17:26 AM

This was a good reminder of things learned previously, and a good deal of information that was new and helpful.

23 June 2020 10:55:59 PM

Great general overview to Personal and Executive Assistant with case studies that help you avoid mistakes.

5 June 2020 05:56:17 PM

great

5 June 2020 05:47:13 PM

great

3 June 2020 10:32:55 AM

A very helpful refresher course.

30 May 2020 11:23:40 AM

A BIT COMPLICATED BUT WELL CONSTRUCTED

29 May 2020 01:44:27 PM

So Glad that I decided to do this course
Will Definately be doing more study with you

28 May 2020 09:46:52 AM

Great to learn

20 May 2020 02:12:40 PM

Great course, easily explained and love how you can refresh yourself with the contents after you have completed the course :)

20 May 2020 02:06:44 PM

Everything was clearly explained and worded in a way to promote self aware and engaged thinking in relation to the top being covered. Really love how participants can reflect back on the contents to refresh themselves or find new focus points to improve on even after completing the course.

16 May 2020 10:54:26 PM

I really enjoyed the course and pleased I bought it on WOWCHER the case studies were very funny and made the course enjoyable .

15 May 2020 10:59:35 PM

Really helpful.

11 May 2020 10:25:50 PM

Good introduction to being an assistant

5 May 2020 11:46:03 AM

very informative and useful to put in action at work.

1 May 2020 03:47:26 PM

Course was easy to access and very informative.

1 May 2020 01:48:01 PM

Great course!

24 April 2020 02:13:48 AM

learnt lots!

15 April 2020 04:59:08 PM

Good course for refresh

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1.  Who are Courses For Success?

Courses For Success is a global course platform that started in 2008 with 5 courses, since then we have grown to over 10,000 online courses. As our courses are delivered online via the internet, we sell our courses worldwide.

Our courses span across many categories including Academic, Animal, Beauty, Business, Career, Counseling, Creative & Media, Health & Therapy, Hobbies & Trades, IT, Personal Development, Sports & Fitness.

Some of the companies we work with include Groupon, Living Social, CNN, Entrepreneur, Mashable, Reed UK, Stack Social and many more.

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to email/info)(coursesforsuccess.com with the subject Courses For Success Refund so we can accommodate your request.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program was developed by Courses For Success to help our customers achieve success. Currently, we are offering this program for FREE with every course or bundle purchase this month. This is a limited time offer! We have received thousands of reviews for this program, please see: Personal Success Training Program Reviews

4.  Are there any requirements to study this course?

No, anyone who has an interest in learning more about this subject matter is encouraged to take our course. There are no entry requirements to take this course.

5.  Do I require to have finished high school to complete this course?

No, you do not require a High School Diploma or to have finished school to study this course, this course is open to anyone who would like to take this course.

6.  What if English is not my first language?

This course is provided in English, however, due to the digital nature of our training, you can take your time studying the material and make use of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After you have completed the payment, you will receive a confirmation email and tax receipt. You will also receive an email containing your course login details (username and password), as well as instructions on how to access and log in to your course via the internet with any device, please check your junk/spam folder in the event that you do not receive the email.

9.  When does this course start?

Providing you have internet access you can start this course whenever you like, just go to the login page and insert your username and password and you can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation. By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace. Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You don't need to be a computer expert to succeed with our online training, but you should be comfortable typing, using the internet and be capable of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

There is no time limit for completing this course, it can be studied in your own time at your own pace. Once you have purchased this course you will have unlimited lifetime access, meaning you can access this course whenever you want.

13.  How long will my course take?

Individual courses are designed to be completed within 6-8 hours.

If you choose a course bundle, simply multiply the above hours by the number of courses included in the bundle.
For example:

  • 2 course bundle is 2 x 6-8 hours = 12-16 hours
  • 3 course bundle is 3 x 6-8 hours = 18-24 hours
  • 5 course bundle is 5 x 6-8 hours = 30-40 hours
  • 10 course bundle is 10 x 6-8 hours = 60-80 hours
14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes, you will be required to complete a multiple-choice test online at the end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You will receive a Certificate of Completion that is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers and employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."
Valencia Marie Aviles - 5 STAR REVIEW
"I had a very good experience with my course. It has helped me to get multiple jobs and prepared me for almost everything I would need to know. The course was very informative and easy to understand and broken up perfectly to be done in a short amount of time while still learning a good amount! I would recommend Courses for Success to anyone trying to get abs certifications for job advancements, it is well worth it!"
ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our completion certificates are very valuable and will help you progress in your work environment and show employers how committed you are to learn new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying and completing this course will show employers that you have the knowledge in this field, additionally you will gain more confidence in this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses are studied online at your own pace and you are free to study as many or as few courses as you wish, we also offer online course bundles that allow you to save on additional courses so that you may get all the topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer. *For faster transaction Credit Card payments are preferred. Please purchase online via our website course product page or contact us at email/info)(coursesforsuccess.com, to pay via bank transfer.

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at email/info)(coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at email/info)(coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to email/info)(coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes, you can customize your own bundle. Please send us the complete list with the exact course link of the courses you'd like to bundle up via email email/info)(coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at email/info)(coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

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Delivery Method

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The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!
Benefits:
  • How to layout a Success Plan.
  • Get where you want to be in life.
  • How to unclutter your mind to succeed.
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  • How to have faith in yourself.
Features:
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Course Summary

Course ID: 020EAPA
Delivery Mode: Online
Access: Lifetime
Tutor Support: Yes
Time: Study at your own pace
Duration: 6-8 Hours
Assessments: Yes
Qualification: Certificate

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