Level 3 Executive Admin and PA Certification
This engaging and informative course is ideal for the secretaries, PA’s and Administration Assistants in your organisation who are looking to take the next step in their career.
It is just as useful, if you have new team members who are starting out in these fields and are looking to expand their knowledge and skills.
Organised into 21 comprehensive, yet easy-to-follow, modules, the course covers all the key skills that are needed for this career path, including diary management, handling petty cash and customer service.
What’s Covered in the Course?
The following is covered in detail, plus much more:
- The key responsibilities and duties that your team member will perform as a PA or administrative assistant;
- How to effectively manage diaries and make business travel arrangements, including scheduling appointments, booking travel and accommodation and cross-referencing information;
- Tips on writing and composing professional business documents, including letters and e-mails;
How to communicate by telephone in an efficient and professional manner;
- Time management skills and how to improve productivity by effectively prioritising and delegating, as well as how to plan work in the most efficient manner;
- Customer service and how to provide the best possible care for both the customers and the stakeholders of the business, as well as how to appropriately deal with customer complaints and liaise with customers at Reception;
- Dealing with the financial elements of a PA/administrative role, such as how to invoice and handle petty cash;
- How to proofread and professionally present different types of documents;
- Tips on how to set up and run an organised filing system, by effectively categorising and structuring;
- Working with key office software, such as Microsoft Outlook, PowerPoint, Excel and Word.
- How to organise and execute meetings, in order to achieve the best results;
- Tips on how to improve typing and audio skills.
What are the Benefits of the Course?
There are plenty of benefits in taking the Level 3 Executive Admin and PA Certification:
- The structured certification can help to accelerate the team member’s career;
- As there are no entry requirements, your team member needn’t worry about having the right qualifications, in order to apply;
- Students can study at their own pace, in a place and at a time that suits them;
- Upon completion of the course, students can print off their own certificate which is recognised by leaders in the industry.
- The role of a personal assistant/secretary
- Associated job role and responsibilities
- Requisite skills required for the job
- The difference between a personal assistant and a secretary
- Manage dates, times and schedule appointments
- How to be creative and develop a user-friendly diary system
- Use our tips and implement them into the role of a PA
- How to plan ahead successfully
- How to write a good business letter
- How a business letter should be structured and edited
- Common mistakes to avoid
- How to be persuasive while maintaining courtesy
- How to compose and send faxes
- How to write memorandums
- How to create and send emails
- Things to avoid when doing the above
- How to make phone calls and speak in a professional tone
- Tips on how you should communicate with people over the phone
- Mistakes that should be avoided while communicating on the telephone
- How to conduct business and represent your company over the phone
- What you should look for when booking a hotel for business travel
- Things you should avoid when making travel arrangements
- How to plan and execute a successful business trip
- The role of a PA in booking hotels and making other travel arrangements for business travel
- How to set up a good filing system
- What you should avoid when creating a filing system
- How to categorise, sub-categorise and manage your filing system
- Why it is important to have a good system when running a successful business
- How to manage your time at work efficiently
- What to avoid when trying to get tasks done
- How to improve on your weak points
- How to identify the importance of tasks
- How to create invoices and send them
- What you should avoid when creating invoices
- How to handle petty cash
- Why invoicing and petty cash handling are crucial to a business
- The importance of customer care
- Your role as a PA when dealing with customers
- Things you should avoid when dealing with customer care
- How to represent your company in a professional manner
- How to handle customer complaints
- Understand and execute a proper complaints procedure
- What should be avoided when dealing with complaints
- The importance of a good complaints procedure
- How to plan your work into a schedule
- The importance of proper work planning
- Things you should avoid when planning your work
- How to structure your plans for improved efficiency
- How to present written documents
- The basics of what to include when preparing and sending documents
- How to proofread your work
- The importance of document presentation and proofreading
- How to improve your confidence at work
- How you can benefit from improved confidence
- What to expect when your confidence improves
- Signs of lack of self-confidence
Module 15: Typing and audio skills to proficient level or further if you already touch type/Audio transcribe
- Improve your typing skills beyond a beginner level
- Tips on how to improve your touch typing
- How to effectively transcribe audio
- Mistakes and errors to avoid
- Why meetings are important and what they achieve
- How you should plan and organise a meeting
- Things to avoid
- The aspects of a successful meeting and how to execute them
- What Microsoft Outlook is
- What Microsoft Outlook can do
- How it can help you in the workplace
- Simple tricks on how to get the most out of Microsoft Outlook
- How to understand the basics of Excel
- How to easily navigate Excel
- Why Excel is a useful tool for making spreadsheets
- Simple ideas for troubleshooting
- Understand the basics of PowerPoint
- How to navigate PowerPoint
- How you can benefit from using PowerPoint
- Troubleshooting guide for basic PowerPoint
- How to successfully use Microsoft Word
- How to navigate around Microsoft Word
- Tips and tricks for easy use or shortcuts
- Troubleshoot simple problems in Word
- The importance of customer communication skills
- The most important reception skills
- How to handle tasks at work efficiently
- What to avoid and how to overcome problems with customer communication
Who can take the Level 3 Executive Admin and PA Certification course?There are no entry requirements to take the course.
What is the structure of the course?The course is broken down into 21 individual modules. Each module takes between 20 and 90 minutes on average to study. Although students are free to spend as much or as little time as they feel necessary on each module.
Where / when can the course be studied?The course can be studied study at any time and from any internet connected device
Is there a test at the end of the course?Once you have completed all 21 modules there is a multiple choice test. The questions will be on a range of topics found within the 21 modules. The test, like the course, is online and can be taken a time and location of your choosing.
What is the pass mark for the final test?The pass mark for the test is 70%.
What happens if a user fails the test?If the user doesn’t pass the test first time they will get further opportunities to take the test again after extra study. There are no limits to the number of times a test can be taken.
How long does it take to complete the Level 3 Executive Admin and PA Certification course?We estimate that the course will take about 15 hours to complete in total, plus an additional 30 minutes for the end of course test.