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Intake Questions for Administrative Professionals

By Teena Rose

1. Tell me more about your employer; e.g. industry, # of employees, and so on.

2. Describe a typical day in this role. What consumes your time?

3. Do you support a specific executive or possibly a team/department?

4. Do you have any involvement with the Board of Directors or any other executive committee?

5. Do you fulfill any financial tasks? For example, do you review and approve expense reports? Any other financial tasks?

6. Do you conduct any on-the-job training for fellow administrative staff?

7. Since joining this company, what have been your most notable achievements? What top 5 successes have you delivered thus far?

8. Do you have any involvement with certain projects or programs? If so, what? What impact have you made?

9. Have you had any supervisory responsibilities in this role?

10. Do you oversee travel and/or itinerary details for staff? If so, what?

13. Note below anything else I should know about this position.

Keywords Relevant to Administrative Professionals

Account Reconciliations
Administrative Support
Administrative Processes
Appointment Scheduling
Back-Office Operations
Best Practices Implementation
Budget Support/Administration
Break Room Upkeep
Change Management Initiatives
Client Account Management
Client Services Synergy
Conference Room Scheduling
Correspondence Processing
CRM/Customer Service
Customer Account Management
Customer Liaison
Customer Resolution
Customer Retention Levels
Customer Satisfaction
Customer Service
Customer-Centric Relationship Building
Credit Card Statement Reconciliations
Document Management
Employee & Customer Metrics
Event Planning
Event Preparation & Logistics
Executive Liaison Support
Executive Secretary
Executive Support
Expense Report Management
Form & Report Development
Human Resources Support
Inbound Call Management
Lead Generation
Mail Delivery
Multi-Line Phone Support
New Client Development
On-The-Job Training
Order Fulfillment
Order Processing
Outbound Call Management
Project Management
Process Development & Implementation
Records Administration
Relationship Management
Report Preparation
Resource Management
Sales-Cycle Management
Segmented Corporate Communications
Service Delivery & Quality
Special Assignments
Staff Relations
Technical Support
Technical Writing
Telemarketing Operations
Time Management
Travel Coordination
User Surveys
Vendor Relations & Support
Workflow Planning & Management

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