Executive and Corporate Assistant

Calendar and Priority Management

Calendar accuracy, responsiveness, and protected priority time

•  Selected calendars remain current, conflict-free, and aligned to agreed priorities

•  Meeting requests acknowledged or resolved within one business day

•  No preventable missed or double-booked priority commitments

Meeting Effectiveness and Follow-Through

Preparation quality, timeliness, and action closure

•  Agendas and materials distributed by agreed deadlines

•  Notes, decisions, and actions distributed within one business day when requested

•  At least 95% of assigned actions have a current owner, due date, and status

Travel and Expense Administration

Accuracy, policy compliance, and timeliness

•  Approved travel booked within budget and policy

•  Expense reports submitted accurately within agreed timelines

•  Documentation is complete, with no recurring reconciliation issues

First Point of Contact

Professionalism, hospitality, and responsiveness

•  Visitors and callers receive a prompt, professional, and welcoming experience

•  Visitor requirements and office protocols are communicated consistently

•  Employee or visitor issues are resolved or routed within one business day

Office Readiness and Supplies

Site readiness, availability, and issue resolution

•  Office, meeting rooms, shared spaces, equipment, and supplies are ready for daily use

•  Critical facility or technology issues are escalated promptly and tracked to closure

•  Routine needs are fulfilled without recurring stock-outs or preventable disruptions

Meetings Events and Customer Visits

Execution quality and stakeholder experience

•  Logistics are confirmed in advance and delivered within approved budget

•  No preventable missed deliverables for priority meetings, events, or customer visits

•  Post-event actions and invoices are closed within agreed timelines

Purchase Orders Vendors and Budget

Accuracy, control, and timeliness

•  Office purchase orders, invoices, and vendor records are accurate and current

•  Spend is tracked monthly and remains within approved budget or is escalated in advance

•  No recurring late-payment or documentation issues caused by incomplete administration

Samples and Branded Merchandise

Inventory accuracy and fulfillment

•  Requests are fulfilled within agreed service levels and tracked through delivery

•  Inventory is reviewed monthly, with reorder triggers and exceptions communicated

•  Sample and merchandise storage areas remain organized and audit-ready

Employee Onboarding Support

Day One readiness and coordination

•  Workspace, supplies, access coordination, and office orientation are ready for every scheduled new hire

•  Open onboarding issues are routed promptly and tracked to closure

Process Improvement

Standardization and measurable efficiency

•  Core recurring processes have current owners, documented steps, and accessible templates

•  At least two meaningful administrative or office-process improvements are implemented annually

New Item Setup Workflow

On-time completion, first-pass quality, and launch readiness

•  100% of requests are logged with owner, required inputs, due date, and current status

•  At least 98% of required fields and attachments are accurate and complete at first submission

•  No avoidable customer setup or launch delays caused by missed administrative deadlines

Salsify Syndigo and Portal Administration

Data completeness, currency, and system reliability

•  Approved product content is entered and published by agreed customer or launch deadlines

•  Critical errors are acknowledged within one business day and resolved or escalated to the appropriate owner

•  Quarterly audits confirm active items are complete and consistent across designated systems

Cross-Functional Input and Approval Control

Clear ownership, timely inputs, and compliant submission

•  Every required field has a named source-data owner and approver

•  Missing, conflicting, or unapproved inputs are escalated before external submission

•  No product claims, pricing, dimensions, or other controlled data are changed without authorized input

System Documentation Access and Training

Process continuity and user effectiveness

•  Current standard operating procedures and templates are maintained for all core item-setup workflows

•  User-access reviews are completed at least quarterly for systems administered by the role

•  Basic training and reference materials are available to recurring requestors

Inventory Review and Opportunity Preparation

Visibility, speed, and completeness

•  Approved excess, short-dated, obsolete, and discontinued inventory is reviewed on the agreed cadence

•  Opportunity files contain accurate item, quantity, location, dating, and handling information

•  At-risk inventory and stalled decisions are escalated promptly

Approved Liquidation Execution

Compliance, cycle time, and recovery

•  100% of external offers and commitments have documented pricing, terms, channel, and disposition approvals

•  Approved opportunities are issued to authorized partners within the agreed turnaround time

•  Orders, shipment coordination, and exceptions are tracked through final delivery

Reconciliation and Reporting

Financial closure and decision visibility

•  A monthly report shows inventory offered, units sold, recovery value, remaining exposure, and status

•  Completed transactions are reconciled with Finance, Customer Service, and Supply Chain

•  No recurring open credits, deductions, or documentation gaps attributable to process administration

Plans and Aligns

Creates clear plans, sequences work, and manages competing deadlines across leaders, functions, customers, and vendors.

Ensures Accountability

Clarifies owners and due dates, follows up directly, and escalates when inputs or decisions put outcomes at risk.

Manages Ambiguity and Demonstrates Agility

Adapts quickly to changing priorities while maintaining accuracy, composure, and focus on closure.

Communicates Effectively

Shares clear, concise updates and communicates professionally with leaders, employees, customers, vendors, and external partners.

Customer Focus

Creates dependable internal and external experiences and understands how timely, accurate administration supports customers and growth.

Instills Trust

Acts with integrity, follows through on commitments, and handles confidential or commercially sensitive information appropriately.

Process Ownership

Runs repeatable workflows from intake through completion, maintains visibility, and closes gaps rather than simply passing tasks along.

Systems and Data Stewardship

Maintains accurate, complete, and controlled product and customer information across designated systems.

Organization and Prioritization

Uses practical tools and routines to manage calendars, office needs, projects, and time-sensitive business processes.

Attention to Detail and Accuracy

Checks item data, documents, orders, expenses, and logistics carefully before submission or release.

Business Insight and Judgment

Understands approval boundaries, identifies risk, and seeks the right input before making commitments.

Resourcefulness and Problem Solving

Diagnoses issues, finds practical solutions, and works across teams to keep activity moving.

Relationship Management and Service Orientation

Builds trust with leaders, peers, employees, customers, vendors, and liquidation partners while maintaining clear expectations.

Continuous Improvement

Documents work, simplifies recurring processes, and uses systems and automation to reduce manual effort and error.