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Tasks to Delegate to Your Clerical Assistant

How much time do you spend managing your affairs in your business?

Entrepreneurs know that responding to administrative tasks eats into their time trying to make the business grow. That’s why so many business owners delegate tasks to their clerical assistants. Tasks that are repeated and mundane are given to assistants to handle.

Owning a small business is tough work, but delegation can relieve you of some of the stress and worry. Read on to learn how to delegate on a large scale.

Daily Time Management

When trying to manage your time effectively, delegating clerical tasks to your clerical assistant can help you get more out of a day. Your clerical assistant can help you take care of some of the more time-consuming administrative tasks.

Clerical assistants help with time-consuming tasks such as filing paperwork, document scanning, data entry, and travel arrangements. Due to their skills and expertise in this area, they can help you manage your time more efficiently. 

Email Organization and Triaging

The clerk would be responsible for sorting and responding to emails efficiently. They can read incoming emails and determine which emails are most important to respond to, which ones can be answered by the clerk, and which ones need to be escalated to higher levels of the organization.

The clerk can be assigned the task of tracking the progress of emails, checking the status of previously-sent emails, ensuring the responses have been received, and forwarding emails to the right people. This requires a high level of organization and attention to detail. 

Scheduling Requests

When scheduling requests are made, delegating them to your clerical assistant can be extremely helpful. Your assistant should be able to quickly sort through requests, add them to the calendar, and follow up with any questions or concerns you may have.

They can also aid with confirming appointment times, logging changes in the scheduling system, and handling cancellations or rescheduling requests. They can also be a great help with setting up reminders and alerts for upcoming events. 

Expense Management

A clerical assistant should be responsible for tracking expenses and receipts, coding expenses, reconciling accounts, and creating and maintaining a budget for each expense account. They can also assist with developing expense reports, resolving billing issues, preparing invoices, researching vendor issues, and monitoring payments.

The clerical assistant should also review accounts regularly to ensure that all expenses are documented. By delegating these important admin tasks to a clerical assistant, businesses can ensure that their expenses are properly managed and accounted for.

Social Media Management

When delegating tasks to a Clerical Assistant for social media management, it is important to consider that they are a key part of the process and are ultimately responsible for the outcomes. Depending on the size of the business, they may be responsible for administrating multiple social media accounts, such as Facebook, Twitter, Instagram, and LinkedIn.

Some key tasks they should be responsible for include creating content, scheduling posts, responding to comments on accounts, measuring the progress and effectiveness of posts, performing analytics, staying abreast of news, trends, and conversations, and keeping all accounts up-to-date with the most recent information.

Hiring a clerical assistant, as well as hiring a virtual assistant for insurance agency, can be a great help. Start your search today!

Explore the Duties of Clerical Assistant

Delegating tasks to a clerical assistant can help alleviate training and time-intensive tasks like data entry, filing, and document preparation. Whether hiring an in-office or remote worker, take the necessary steps to ensure your tasks are delegated properly.

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