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Revision as of 12:44, 22 July 2022
Skill Level
2
Year
2012
Version
28.11.2024
Approval authority
South American Division
1. What is the role of the secretary within an institution?
2. Have the role as the secretary of the unit or counselor for at least 3 months. During this period, keep unit books and reports up-to-date and well organized.
3. Do an internship in an office or in a school for a minimum of one week in the role of secretary or assistant. During this period, perform 3 of the following tasks:
- a. Know how to make urban and intercity links and identify their costs.
- b. Know how an office is organized.
- c. Know how to organize a file.
- d. Know the basics of customer service.
- e. Organize a file with no less than 30 phone numbers.
- f. Organize other people's personal schedule of commitments.
- g. Know how to operate a simple switchboard and a fax machine.
4. Discover how the following banking processes work:
- a. Withdrawals and extractions
- b. Writing a check
- c. Deposits
- d. Bill payment
- e. Taxes and fees
5. Have basic knowledge of writing techniques of:
- a. Minutes
- b. Memorandums
- c. Letters
- d. Emails
6. Know how to put together a minute, record and an agenda.
7. Know how to have quality writing and write no less than one page that defines the profession of secretary.
8. Know how important accounting terms are to a secretary's job.
