Personal Assistant Job Description

This personal assistant job description template is optimized for posting on online job boards or careers pages and is easy to customize for your company.

A personal assistant is an individual that provides various forms of support to individuals, helping them manage their daily tasks and activities. The role of a personal assistant is to assist with organizational and administrative responsibilities, enabling individuals to focus on their core tasks and priorities.

In the context of an individual, a personal assistant may be someone who works directly for them, helping with tasks such as scheduling appointments, managing emails, arranging travel plans, and handling personal errands. They act as a right-hand person, ensuring that the individual's professional and personal life runs smoothly.

Job Brief

We are seeking a dependable individual to fulfill the role of a Personal Assistant, offering personalized secretarial and administrative assistance in an efficient and timely manner. The successful candidate will work closely with a manager, undertaking diverse tasks associated with their professional life and communication, maintaining an organized workflow.

Responsibilities

  • Serve as the primary liaison between the manager and both internal and external clients
  • Screen and redirect phone calls and distribute various forms of correspondence
  • Handle requests and inquiries in a suitable manner
  • Organize and manage the manager's calendar, scheduling meetings and appointments
  • Arrange travel plans and accommodations
  • Take dictation and minutes during meetings
  • Procure office supplies from appropriate sources
  • Create reports, presentations, and briefs
  • Develop and maintain an efficient filing system for office documents

Requirements and Skills

  • Demonstrated professional experience as a Personal Assistant
  • Familiarity with office management systems and protocols
  • Proficiency in MS Office and fluency in English
  • Exceptional organizational and time management abilities
  • Knowledgeable about the latest office gadgets and applications
  • Capable of multitasking and effectively prioritizing daily tasks
  • Excellent verbal and written communication skills
  • Discretion and the ability to maintain confidentiality
  • High School degree as a minimum educational qualification
  • Possession of a PA diploma or certification would be considered beneficial

FAQ about Personal Assistant

What are the specific skills required for Personal Assistant?

1) Proficiency in office productivity tools

Personal Assistants should have a strong command of tools such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Suite, or other similar software to create documents, spreadsheets, and presentations, and manage emails efficiently.

2) Time management and scheduling tools

Familiarity with tools like calendar management systems (e.g., Microsoft Outlook, Google Calendar) helps Personal Assistants effectively schedule appointments, manage meetings, and keep track of important events.

3) Communication tools

Personal Assistants should be well-versed in using various communication tools, including email clients (e.g., Outlook, Gmail), instant messaging platforms (e.g., Slack, Microsoft Teams), and video conferencing software (e.g., Zoom, Microsoft Teams), to facilitate seamless communication with the manager, clients, and colleagues.

4) Document and file management systems

Knowledge of document and file management tools such as Microsoft SharePoint, Google Drive, or Dropbox allows Personal Assistants to efficiently organize, store, and retrieve important documents, reports, and other files.

5) Task and project management software

Proficiency in task management tools like Asana, Trello, or Microsoft Planner helps Personal Assistants stay organized, track progress on various tasks, and collaborate with team members effectively.

6) Travel planning tools

Familiarity with online travel booking platforms, such as Expedia, Kayak, or TripIt, allows Personal Assistants to efficiently make travel arrangements, including flights, accommodations, and transportation.

7) Note-taking and dictation tools

Personal Assistants with knowledge of note-taking applications like Evernote, OneNote, or Google Keep can quickly jot down meeting notes, create to-do lists, and manage important information.

8) Virtual meeting tools

Competence in using virtual meeting platforms like Zoom, Microsoft Teams, or WebEx enables Personal Assistants to coordinate and participate in virtual meetings, set up conference calls, and facilitate remote collaboration.

How to find the right candidate for Personal Assistant?

1) Craft a compelling job description

Instead of using generic language, highlight the unique aspects of the role and the opportunities it offers. Clearly communicate the value of the position and how it contributes to the success of the organization.

2) Leverage your network

Reach out to your professional network and let them know about the open position. Personal recommendations often yield great candidates. Additionally, consider posting the job on social media platforms where your network can easily share it.

3) Assess communication skills early on

Since effective communication is vital for a Personal Assistant, incorporate a specific task during the application process that assesses their written or verbal communication abilities. For example, request a short email response or conduct a brief phone interview.

4) Conduct video interviews

To get a better sense of a candidate's professionalism, demeanor, and attention to detail, conduct video interviews instead of relying solely on phone interviews. This allows you to evaluate their presentation skills and gauge their suitability for the role.

5) Test organizational skills

Provide candidates with a sample task that requires organizational skills, such as arranging a hypothetical schedule or managing a small project. Assess how well they prioritize, plan, and organize their work to determine their proficiency in this key area.

6) Gauge tech-savviness

Since Personal Assistants often work with various digital tools, assess their tech proficiency. Ask about the software they have used in the past, and their familiarity with online collaboration tools, or request a demonstration of their knowledge in specific applications.

7) Consider a trial period

If you're unsure about a candidate's suitability, offer a short trial period before making a final decision. This allows you to assess their performance in real time and determine if they can effectively handle the responsibilities of the role.

8) Check online presence

Conduct a quick online search of the candidate's name to gather additional insights. This can provide a sense of their professionalism, level of engagement in professional communities, and any potential red flags.

9) Assess cultural fit

Personal Assistants often work closely with managers, so cultural fit is important. During the interview process, pay attention to their attitude, values, and compatibility with the organization's work culture. Consider involving the manager in the final stage of the interview process to evaluate chemistry and alignment.

10) Trust your instincts

While it's essential to evaluate skills and qualifications objectively, don't underestimate your gut feeling. Trust your instincts about a candidate's potential fit within the organization and their ability to handle the responsibilities of a Personal Assistant.