Position Description Position Details Title Executive & Business Services Assistant Unit Corporate Services Time Fraction Full time Position Relationships Reports to Chief Executive Officer Liaises and works co-operatively with the CEO, Stream Managers, Business Services Team, The Board, Committees and all staff at LifeWorks. Principal Location Level 4 255 Bourke Street Melbourne Position Purpose Provide high level administrative and secretarial support to the CEO, senior managers and the Business Services team as well as designated Committees and work groups. Manage the CEOs diary and arrange meetings. Assist CEO and Business Services Team members to organise workflow and follow up actions delegated. It is anticipated that the position will work flexibly between EA and Business services functions, and that time will roughly be apportioned equally between the two functions. Qualifications Tertiary Qualifications and/or relevant administrative/business studies. Significant experience providing administration support to senior managers/executive officer. Major Responsibility Areas and Indicators of Success 1. To provide secretarial support and administrative assistance to the Chief Executive Officer and Senior Managers. Provide administrative support to the CEO and Senior Managers Prioritise and ensure that reports, business papers and correspondence are dealt with efficiently and promptly. Organise travel and other related arrangements Provide administrative support to business services including amendments to training manuals, presentation slides and printing as required. Provide secretarial support to the CEO. Maintain diary of CEO Filing, preparation, collation and distribution Seek opportunities to provide administrative support to CEO and senior managers. All requests for administrative assistance are met in a timely and professional manner. Information is recorded and conveyed according to or better than expected standards in terms of completeness, accuracy and compliance with the style guide at LifeWorks. Anticipate needs of CEO and take steps to meet those needs. Deal with issues appropriately when CEO is not available. Employee seeks opportunities to provide assistance to other staff and management wherever possible. Attitude is friendly and professional at all times. Major Responsibility Areas and Indicators of Success 2. of supportive documentation, notes and correspondence. Screen telephone calls for the CEO. Advice the CEO of matters requiring personal attention, with associated deadlines, and preparing relevant documentation. Deal with matters requiring attention, or refer them to the appropriate person in the absence of the CEO. Coordinate submission process and document control for tenders and submissions including business services tenders. Assist in the maintenance of documentation of the LifeWorks policies and procedures manuals and the intranet. To provide secretarial support and administrative assistance to the Business Services Team Provide administrative support to business services including: Organisation of contractors work – preparing and sending out materials, final confirmation re: details of client work, organising payment of contractor invoices, issuing contractor invoices to clients. Liaison with clients re: training details. Preparation of formatting and printing of materials. Booking of all flights, accommodation for staff & contractors Business Services Invoicing using CRM Assist with online training registrations Prepare and send out training confirmations; room bookings etc Preparation of client proposals for work requests Help with tender preparation, proofreading and submission Assistance with database, spreadsheets Assist with keeping Biz Services website information up to date Submit investigation audio files to transcriptionist and monitor for return Typing support Booking client work for consultants and contractors in calendars and CRM (Penelope) Provide administrative support for Investigation work in the form of proof reading, liaison with clients, booking 2 Keep all information confidential. Seek opportunities to provide administrative support to Business Services team. All requests for administrative assistance are met in a timely and professional manner. Information is recorded and conveyed according to or better than expected standards in terms of completeness, accuracy and compliance with the style guide at LifeWorks. Anticipate needs of Business Services Team and take steps to meet those needs. Deal with issues appropriately when Business Services team consultants are not available. Attitude is friendly and professional at all times. Keep all information confidential. Major Responsibility Areas and Indicators of Success rooms, organising recording and formatting of reports Any other duties as reasonably required by consultants 3. Provide administrative and clerical support to the meetings Take notes or minutes of various Board, Board Committee, stakeholders and other meetings when required. Check agenda and supportive documents and notes. Check details in all paperwork working with others as necessary. Identify and take any follow up action arising from the notes that are required. 4. Correspondence and Communication Assists with letters and presentations for CEO and business services team. Greets stakeholders on arrival at LifeWorks office Manage communication to CEO by screening calls, letters and emails. Determine which require priority and bring to CEO attention and which communication is appropriate to deal with independently. 5. Special Projects Carry out special projects as allocated by Chief Executive Officer or Manager, Business Services Carry out research and analysis that may be needed for projects and tenders. Communicates with stakeholders, clients, visitors to achieve aims of projects. Monitor progress of projects allocated to staff. 6. Comply with LifeWorks’ Policies and Procedures Aware of all LifeWorks’ Policies and Procedures to gain understanding of these policies 7. Comply with safety in the workplace Read and obey all warning and safety signs in the work place Take reasonable steps to prevent risks and to enable compliance with safety, health and environmental duties Report workplace incidents, accidents and emergencies immediately. 3 All meetings are serviced efficiently and notes or minutes are produced always on time with very few errors. Any errors or discrepancies are always rectified before distribution. All actions identified and followed up before due dates. Deal with correspondence promptly. Is friendly and professional in manner at all times and display a high level of empathy towards all stakeholders/visitors. Convey warmth; always polite & courteous; always meet established protocols & cope with simultaneous periods of high ‘live’ personal interactions. Project requirements are exceeded. At times initiates ideas for projects Able to deal with all issues involved with project. Delivery deadlines are always met. Good relationship established with people undertaking projects Can demonstrate a working knowledge of all LifeWorks’ Policies and Procedures to provide guidance on all work related matters Understand and abide by safety, health and environmental policies and procedures and communicate these as required Key Selection Criteria: (Please note: Applicants need not respond in writing to all selection criteria) Excellent communication, organisational and secretarial skills are required. Providing secretarial support to the Chief Executive Officer, Senior Management, Board and Business services team requires initiative, responsible judgment, and maturity when dealing with sensitive and confidential matters, as well as a professional manner and excellent personal presentation. A creative approach to solving problems, an efficient and friendly manner, and a sense of humour under pressure are also required. Communication Skills: Able to communicate with others in a warm and helpful manner while simultaneously building credibility and rapport. Written Communication – Communicates ideas on complex and sensitive issues clearly in writing, selecting language, tone and format to suit target recipients. Verbal Communication – Speaks in a clear succinct manner and tailors language to suit target audience. Conflict Resolution – Defuses and resolves conflict in a range of situations, where tact and diplomacy are required. Analytical Capacity: Intellectual Capacity – Learns new skills and ideas quickly and assimilates complex information, applying knowledge gained to a new setting. Problem solving – Quickly defines complex and ambiguous problems, pinpoints key issues and develops workable solutions. Analytical Thinking – Across multi-dimensional areas, assesses complex information, quickly perceives implications and makes sound strategic judgements. Technical Skills: High level computer literacy including thorough understanding of word processing software, competence in advanced functions and file and disk management, and willingness to continue to develop skills and undertake further training. Document production and word processing including excellent layout and formatting, proof reading and editing skills; typing speed of 60 words per minute with very high level of accuracy. Organisational Planning Skills: Able to organise or schedule tasks Develops realistic action plans while being sensitive to time constraints and resource availability. Plans and manages multiple jobs at once. Always accurate and a focus on getting things right- first time. Personal Qualities: Affinity with LifeWorks’ values Generosity of spirit Capacity to “join in” Flexibility Terms and Conditions Salary will be negotiated according to qualifications and experience and in accordance with the Social Community Homecare and Disability Services Award 2000 Level 4 pay point depending on skills and experience. The position is subject always to ongoing funding and satisfactory annual performance 4 reviews. A six month probationary period applies and will be formally reviewed with key responsibilities and success indicators as outcomes. As an agency funded partially through the Commonwealth Department Social Services, all employees are required to sign an Oath of Confidentiality. Position is subject maintaining a current working with children check and a satisfactory National Police Check. Acknowledgements: Name: Signature: Date CEO’s Name: CEO’s Signature: Date Probationary Review: Date Attachments. Current organisational chart. File Name: Position Description- Executive and Business Services Assistant May 2015 Created: May 2015 Authorised by: Chief Executive Officer Circulated: May 2015 Reviewed: May 2016 5