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Ep 254: Ciara Trotman on Forming Professional Relationships and Career Paths for Assistants

LEADERASSISTANT.COM

Ciara Trotman is an executive assistant and event planner with over 20 years of experience in corporate finance and big box technology. You can find the show on Apple Podcasts , Spotify , Google Podcasts , Pandora , and Stitcher. SUBSCRIBE Subscribe to The Leader Assistant Podcast so you don’t miss new episodes!

Forms 72
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Top 2 Essentials for Managing Your Business

Jen Lawrence

Aside from getting your finances and legal business in order, here are the top 2 essentials for managing your business well. A good CRM will facilitate obtaining contract signatures, receiving payments, scheduler links, and creating forms/questionnaires. It leaves you asking the question, “What’s essential to running a business well?”.

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7 Tips for Administrative and Executive Assistants

Office Dynamics

Think of someone filling out a finance form in excel then switching to writing an email that concerns the items needed for a meeting. Rely on major companies such as Twitter , Facebook , and Google. Once you’ve switched tasks your brain needs to “shut off” the rules from the old task and “turn on” the rules for the new task.

Stress 255
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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

Google Drive. Google Calendar. Advanced features offered by Monday.com include resource management, Gantt charts, a document editor, file attachments, and detailed form templates. Monday.com docs and forms. There are dozens of form templates on Monday.com to collect and manage your requests. Registration forms.

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What electronic record-keeping software best fits your needs?

BMT Office Administration

Software systems also tend to be more secure for sharing sensitive information including employee forms with SSNs and other private data. Small businesses often opt for more general file storage options like Google Drive, Dropbox, or Microsoft Sharepoint to store their business and HR files. Preventing lost data. eFileCabinet.

Filing 98
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Can You Pick Stocks Better than Your 401k?

Small Business CEO

Indeed, stories of people who bought stock in Google or Apple early abound on the internet, as do articles stocks about people who followed a gut feeling and struck it rich. The advantages of a 401k. While a 401k isn’t as liquid as a normal investment account, that isn’t to say that there aren’t any benefits to 401ks.

Google 50
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SUCCESS’ 2024 Women of Influence

Success

Kim Carson CEO, Founder, Parallax Futures With more than 15 years of leadership experience in research, operations, strategy, finance and business development, Carson’s track record stands out for clients. Pryor brings her expertise to a variety of global organizations, including Google, Workday, FIS Global and Johnson & Johnson.

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