General Office Duties

Question 1

Always consider prioritizing income generating task first before beginning routine paper work to insure income for both agent and assistant.

Answer 1

Communicate with clients at least once a week to check on their needs and assure clients understand we care about their concerns and needs.

Question 2

Keep Agent updated with all communication with clients to maintain continuity of communication between client, assistant and agent.

Answer 2

Plan all special projects with an action plan to assure there is a record of time and cost for all projects to be evaluated at the end of each year for the following year.

Question 3

Daily Action Plan

Answer 3

Plan a daily to do list and discuss/present to agent to assure each activity is a priority to both the agent and the assistant.This needs to be reviewed the beginning of each day.