Executive Assistant Scope of Work

Executive Assistant Scope of Work

Prepared by: [YOUR NAME]
Contact Email: [YOUR EMAIL]
Company: [YOUR COMPANY NAME]
Company Number: [YOUR COMPANY NUMBER]
Company Address: [YOUR COMPANY ADDRESS]
Company Website: [YOUR COMPANY WEBSITE]
Company Social Media: [YOUR COMPANY SOCIAL MEDIA]


Introduction

The following Scope of Work (SoW) outlines the responsibilities, objectives, and expectations for the Executive Assistant role at [YOUR COMPANY NAME]. This document is designed to guide performance management, ensuring that the Executive Assistant’s duties align with organizational goals and standards. It serves as a reference for performance evaluations and helps in setting clear expectations.

Scope of Work

1. Job Responsibilities

The Executive Assistant will be responsible for the following tasks:

  • Managing and scheduling appointments and meetings for the executive team.

  • Handling and prioritizing incoming communications, including emails and phone calls.

  • Organizing and coordinating travel arrangements and itineraries.

  • Preparing and editing reports, presentations, and correspondence.

  • Assisting in the planning and execution of company events and meetings.

  • Maintaining confidential files and records.

  • Supporting various administrative tasks as required.

2. Performance Objectives

The Executive Assistant’s performance will be evaluated based on the following objectives:

  • Efficient management of the executive's calendar and appointments.

  • Timely and accurate handling of communications and correspondence.

  • Effective organization of travel and event logistics.

  • Quality and accuracy of reports and documentation.

  • Adherence to confidentiality and data protection policies.

3. Work Schedule

  • Regular Working Hours: Monday to Friday, 9:00 AM to 5:00 PM

  • Flexibility: Occasional extended hours or weekend work may be required based on business needs.

4. Reporting Structure

  • Reports to: Emily Johnson, Chief Operating Officer

  • Direct Reports: None

5. Required Skills and Qualifications

  • Proven experience as an Executive Assistant or similar role.

  • Proficiency in MS Office (Word, Excel, PowerPoint) and other relevant software.

  • Excellent organizational and multitasking skills.

  • Strong communication and interpersonal abilities.

  • High level of discretion and confidentiality.

6. Deliverables

The Executive Assistant is expected to deliver:

Deliverable

Description

Due Date

Frequency

Responsible

Executive Calendar

Updated schedule of appointments

Daily

Daily

Executive Assistant

Correspondence Handling

Managed and prioritized emails and calls

Ongoing

Daily

Executive Assistant

Travel Itineraries

Arranged travel plans and logistics

As needed

As needed

Executive Assistant

Reports

Prepared and edited reports

Bi-weekly

Bi-weekly

Executive Assistant

Event Coordination

Organized company events and meetings

As needed

As needed

Executive Assistant

7. Performance Review Dates

  • Initial Review: January 15, 2051

  • Quarterly Reviews: April 15, 2051; July 15, 2051; October 15, 2051

  • Annual Review: January 15, 2052

8. Additional Notes

  • The Executive Assistant must adhere to [YOUR COMPANY NAME] policies and procedures at all times.

  • Regular feedback sessions will be scheduled to ensure alignment with performance expectations.

For any queries or additional information, please contact [YOUR NAME] at [YOUR EMAIL].

This Scope of Work is designed to ensure a clear understanding of the Executive Assistant’s role and to facilitate effective performance management.


Prepared by: [YOUR NAME]
Date: August 22, 2050

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