Executive Assistant Performance Evaluation Form (Page 3 of 8) in pdf

Major Duties and Responsibilities

Level of Performance

Comments

Very Poor

Very Good

13. Distributes BCASLPA bylaws, Code of Ethics, P&P,

Private Practice Roster, Membership application

Package, new members package, CEU, Expense

Claim Forms, and others as requested.

_________________________________________

_________________________________________________________________________________________________________________

14. Makes bank deposits and completes paperwork,

and transmits information related to the Associations

Finances to the Associations Treasures & bookkeeper

_________________________________________

_________________________________________________________________________________________________________________

15. Receives and distributes mail, faxes, internal

Correspondence and courier documents.

_________________________________________

_________________________________________________________________________________________________________________

16. Performs general office functions such as setting

Up meeting rooms, arranging conference calls

And keeping a stock of supplies.

_________________________________________

_________________________________________________________________________________________________________________

17. Prepares and distributes materials for the AGM

_________________________________________

_________________________________________________________________________________________________________________

18. Assists in the preparation of conferences and training

events by maintaining conference registration

database, nametags, receipts processes conference

registration payments

_________________________________________

_________________________________________________________________________________________________________________

Major Duties and Responsibilities

Level of Performance

Comments

Executive Assistant Performance Evaluation Form Page 3