First, I would like to say I am exicited about becoming a member and look forward to getting and giving feedback from those that are in the same line of work. I have been an administrative assistant at the same public accounting firm for almost 9 years. I work for 5 partners and 15 staff accountants. There is one other admin assistant but honestly, don't even get me started on that. I guess to sum it up the best I have been told that I am the "go to" person for anything that is needed. Each year we are to write a self evaluation for the partners. The past three or four years I have basically just used the same one and changed dates. This year, I feel like I have come to a time when I want to really step it up and prepare a knockout evaluation. Not just the typical, I am responsible, reliable, love my job type of evaluation. Some points that I know I want to focus on is the 1 - 3 year goals. In my job, I also feel as though I have come to a place where I am not sure that there is any advancement. But I make a very decent wage and am treated very well. So does there also come a time in this line of work, where you do hit the plateau and just have to come to live with it. Maybe that is a decision I have to make on my own as to whether or not this is enough for me. Anyway, I would love to hear any advice on items that might be helpful in me being able to put together the evaluation that I will be happy with and hope that they are to.
Submitted by: Kristie Mueller
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Kristie,
As far as your question regarding the Certified Administrative Professional or Certified Professional Secretary (there are two different certifications), depending on where you are located and your company depends on financial gains. Both however will transfer in to some colleges for college credits. They accounted for 61 college credits for me when I went back to school so they can be very benefical and well worth the money. The networking is also a plus if you attend the hour long monthly meetings. Hope this helps.
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Anna Worman on
5/19/2009 10:26:26 AM
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Dear Member,
I too, am at the top for this position and organization. I too, love my job and the supervisor I work for. I guess, if you are content and make a good wage, I would stick with this job for as long as it makes you happy. No one ever said you have to keep moving forward. Sometimes staying right where you are is OK. That being said, I suggest that you do supe up your evaluation form this year, noting the extras that you do for the company. There is no reason why, if you are the "go to" person, that you shouldn't either get a raise, more time off, or a fiscal year-end bonus. Good luck!
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DeDe on
5/15/2009 5:20:58 AM
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Thanks for the responses. They are very helpful. I have started to put together some ideas and notes. I have actually thought about becoming a Certified Administrative Professional. Does anyone have any advice on that and if it is worth the time and money for that matter? I am not sure that doing so will help my in my current position, but possibly down the road should I decide to look for a higher level position that this firm cannot provide me. Again, thanks for the help.. I believe I am going to enjoy being a member.
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Kristie Mueller on
5/14/2009 10:26:14 AM
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My rating was far exceeds+ for my Spring Review. Usually I receive bonuses worth thousands of dollars; but because of this "so called" economy, the Company withheld bonuses.
Spring 2009 Self Evaluation
Productivity:
I am a true service professional embarking on each day- sorting through the various tasks that need to be completed. For example,
The telephone is ringing and people are coming in and out. “Gloria could you…? Gloria would you…? Gloria are you…? Gloria did you…? Gloria who does…? These are questions awaiting answers, and these questions are not from my immediate executive officer who has his own set of tasks and responsibilities for me, but rather from his direct reports and staff that depend on me for assistance and cooperation. Such as, scheduling meetings, arranging domestic and international travel, obtaining email approvals for travel from senior level management; process business visas, department activities, working meals requests and ongoing projects.
Then there are my executive officer’s requests – conference calls, airline reservations to make and remake; meetings and more meetings to schedule and reschedule.
Organizational Skills:
I am organized, productive, and have excellent time management skills. Most of my projects are done by the end of the day. I think ahead and work quickly and efficiently and anticipate what’s needed before its needed or asked for. For example, as soon as the Telepresence Conference Room re-opened, I grabbed them quickly for on-going meetings. When the rooms are highly preferred, but unavailable, I go the extra mile and obtain them from other people.
Accomplishments:
I obtain Business Visas on last minute notice for international travel. This is no easy task. Folks want me to obtain visas in three days, whose processing time is three weeks. This is heavy weight on my shoulder, but without fail, I meet that all-important responsibility very well.
People I worked with outside of my community:
Put their names and what you did for them here.
Teamwork:
Engineers were working under heavy pressure on various projects. Therefore, I was asked to work with Human Resources to put together “thank you gifts” in recognition of their hard work. The thank you gifts decided upon were Massages and Care Packages. The project was given first to Human Resources; however, Human Resources delegated it to me. I was poised for action!
Progress reports were given frequently. Questions were responded to, information sent and emails routed and rerouted to those who could be of assistance. Human Resources quickly recognized “the ball would not be dropped.” Before the project was half way through, I received a QUALSTAR Hall of Fame for being so helpful!
To make a long story, short, I took the thing and drove it home. I add a ‘multi’ to the word multi-tasking. Why? Because this is what I do!
Goals for next review: Finding ways to do even better
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Gloria Holmes on
5/14/2009 9:50:02 AM
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Kristie,
Good luck in "knocking their socks off". My suggestion would be to purchase a book about how to conduct employee performance reviews. If you go to Amazon.com and enter performance review phrases there are three really good ones. Especially working with accountants they are going to be looking for you to quantify your performance. Sometimes it isn't what you say, but how you say it that gets the most attention.
On a second not be cautious about becoming the "go to" person. It is great for a while, but it can pigeon hole you as everyone becomes comfortable to have you where you are and where they can "go to". Be willing to take a few risks and ask for assignments that might be a little outside your comfort zone, but that would provide a measureable benefit to the staff you support. Good luck.
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Victoria Hahn on
5/14/2009 9:32:41 AM
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If you can put numbers to things and quantify your accomplishments; it is a real eye opener. They might have an idea of what you do, but if you can show them numbers -- especially since they are accountants -- you just might blow their mind. For example: Produced 50 month-end reports for 12 months, and by deadline 100% of the time.
Secondly, establish some "dream goals" for yourself. For example: get certified in Microsoft Office.
One thing I do is keep a running list of accomplishments throughout the year so that when it comes to self-eval time, I have a record from which to build my report.
Good luck!
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Anonymous on
5/13/2009 6:29:55 PM
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