Introduction to Administrative Assistant

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Lesson 1/The Administrative Professional

Describe Job Opportunities and Salary Ranges for Administrative Professionals

The Administrative Professional Field

work in medical offices, law offices, universities, and large corporations.

By 2026, the US Department of Labor's Bureau of Labor Statistics (BLS) predicts that the number of administrative positions will remain above 3.7 million.

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Why your future as an administrative professional is promising.

  • Advances in technology have created a greater variety of jobs for administrative professionals. You can choose to prepare for a job that suits your personality, lifestyle, values, and educational level.

  • Administrative professionals' adaptability demonstrates an enhanced knowledge of technology and unique specializations linked to the function of office administration.

  • Administrative professionals can work part-time, full-time, or temporary hours. More companies are hiring administrative professionals on a temp-to-hire basis where individuals are hired on a temporary basis while they're evaluated for full-time jobs.

  • Salaries in the administrative professional field are rising steadily due to the specialized skills and personal qualities employers require.

    Employers are willing to pay more for administrative professionals who have specialized skills:

    • Hard skills, or technical skills

    • Soft skills, or people skills

    • Time management and organization skills


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Roles an administrative professional might fill:

  • Administrative positions, such as executive assistant, office/facilities manager, human resources assistant, and presentation specialist

  • Office services positions, such as office clerk, imaging/scanning specialist, and office/facilities coordinator

  • Switchboard/receptionist and customer service/call center positions, such as front-desk coordinator, senior customer service/call center manager, and customer service/call center representative

  • Administrative healthcare positions, such as medical secretary/administrative assistant and medical office administrator

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Key Points 

  • The outlook for the administrative professional job market remains positive.

  • Technological advances have created a greater variety of jobs for administrative professionals.

  • Work hours are often flexible, and the common options are full-time, part-time, or temporary.

  • Many companies employ temp-to-hire, where an administrative professional is hired on a temporary basis and is evaluated for full-time positions.

  • Employers want their administrative professionals to have at least one specialized skill, such as hard (technological) skills, soft (people) skills, or time management and organization skills.

  • Experience, education, certifications, and geographical location all influence salary.

  • Administrative professionals may receive fringe benefits, including health insurance, 401k, sick leave, paid vacations, and tuition reimbursement.

  • When considering multiple positions or job offers, the higher salary might not be enough to offset the cost-of-living differences among geographical locations.

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Identify the Role and Skills of Administrative Professionals in Today's Workplace

Role and Skills of an Administrative Professional

The word secretary comes from the Latin word secretarius, which means “secret or confidential employee.” The term confidential has more relevance to the administrative professional’s job than ever before.

Administrative professionals are often called information managers.

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Hard Skills

Hard skills or technical skills include the following abilities:

  • Keyboarding

  • Internet research

  • Sending emails

  • Faxing

  • Photocopying

  • Operating machines

  • Performing calculations

  • Other specific technical skills

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Soft Skills

Soft skills, or people skills, are more intangible than hard skills and include the following:

  • Interpersonal communication

  • Listening skills

  • Coaching

  • The ability to foresee and plan for contingencies

Technical skills are important, but employers are also interested in individuals who have intangibles, like positive attitudes and interpersonal communication skills.

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Time Management and Organization Skills

involve setting work priorities and goals, planning and scheduling, keeping the work area organized (especially paperwork), establishing routines and systems to get work done, avoiding procrastination, and so on.

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Core Responsibilities

many of the core responsibilities involved in an administrative professional's job remain the same.

These responsibilities include performing and coordinating the administrative activities of an office and storing, retrieving, and integrating information for dissemination to staff and clients.

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Some skills that future administrative professionals should be proficient in:

  • Typing, keyboarding, and computer skills

  • Spelling, punctuation, and grammar

  • Oral and written communication

  • Good customer service and interpersonal skills

  • Discretion and good judgment

  • Organization and time management

  • Taking initiative and being proactive

  • Working independently

  • Performing basic office procedures, such as filing, record keeping, bookkeeping, and basic math calculations

  • Making travel arrangements

  • Coordinating or facilitating meetings

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An administrative professional will also be expected to do these routine tasks:

  • Scheduling events and appointments

  • Receiving visitors

  • Answering and screening calls

  • Sorting and distributing mail

  • Providing information

  • Maintaining manual files

  • Proofreading and editing documents

  • Preparing correspondence and reports

A successful administrative professional will be proficient with technology and have strong communication and organizational skills.

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Key Points 

  • The first secretaries performed mostly routine clerical tasks, such as typing, taking dictation, serving food, cleaning, and running errands.

  • Today’s administrative professionals have more responsibilities than routine clerical tasks.

  • Instead of supporting your boss and waiting for direction, you will likely have a blend of independent work and teamwork with your boss.

  • Administrative professionals can also be called information managers.

  • Given the access to information that an administrative professional has, confidentiality is important.

  • Today’s administrative professionals frequently have multiple bosses and work on many different kinds of projects.

  • Some common administrative assistant titles include legal assistant and medical assistant.

  • Many employers, especially government employers, use classification levels that suggest salary, career state, and the routineness of tasks that might be part of the job.

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What are three ways the role of the secretary has changed in recent years?

Secretaries do a greater variety of tasks, computer and word-processing knowledge is a standard requirement for most professionals, administrative professionals report to more than one boss, and there are multiple classifications (titles) for administrative professionals.

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Why is the ability to maintain confidentiality an important qualification for all administrative professionals?

Confidentiality is an important requirement for all administrative professionals because they have access to a lot of information which, if shared, could harm the company or violate people’s right to privacy.

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Why is it important for an administrative professional to have a positive self-image?

A positive self-image is important because it’s the foundation for the confidence needed to learn and perform on the job. When a person has a positive self-image, other people sense it and thus are more likely to view the person as competent.

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Explain Trends in the Workplace and the Importance of Lifelong Learning

Today's Work Environment

Current Trends and Their Impact

Industry changes and global trends generally affect most jobs, and the administrative professional job is no exception.

Four trends are currently having an impact on administrative professionals:

  1. Downsizing and restructuring of organizations

  2. Emerging technologies and existing technology enhancements

  3. Aging working population

  4. Greater appreciation and recognition of soft skills

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Downsizing

refers to reducing the size of a company, organization, or workforce—usually to cut costs or improve efficiency.

Global competition refers to a situation in which many companies sell similar products worldwide and compete with one another. Companies must learn how to do more with less in a condition called a lean-and-mean business environment.

Another result of organizational restructuring is that some employees move to a contract position.

Key Reasons for Downsizing:

  • Financial strain – Companies may need to reduce expenses to stay profitable.

  • Technological advancements – Automation can replace certain roles, leading to workforce reductions.

  • Restructuring – Businesses may streamline operations to focus on core objectives.

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Emerging Technologies

Emerging technologies are innovations that are rapidly advancing and shaping the future across industries. These technologies often introduce new capabilities, improve efficiency, and create transformative changes.

Key Emerging Technologies:

  1. Artificial Intelligence (AI) & Machine Learning – Used in automation, predictive analytics, and personalized experiences. In healthcare, AI helps streamline medical coding, documentation, and diagnostic processes.

  2. Blockchain – Originally for cryptocurrency, but now applied to secure data storage and healthcare records management.

  3. 5G Connectivity – Improves speed and reliability for smart devices, telemedicine, and remote work solutions.

  4. Biotechnology & Genomics – Advances in genetic research and personalized medicine enhance treatment approaches.

  5. Augmented Reality (AR) & Virtual Reality (VR) – Used in education, healthcare simulations, and immersive experiences.

  6. Automation & Robotics – Applied in industries like manufacturing, customer service, and even surgery.

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Aging Working Population

According to a 2017 report by the US Senate's Special Committee on Aging, aging workers will make up nearly one-fourth of the workforce by 2026.

The aging working population refers to the increasing number of older individuals staying in the workforce due to longer life expectancy, financial necessity, or personal choice.

Key Impacts of an Aging Workforce:

  1. Experience & Expertise – Older employees bring valuable knowledge, leadership, and mentorship opportunities.

  2. Changing Workplace Needs – Companies must adapt by offering flexible schedules, ergonomic adjustments, and health benefits suited to older workers.

  3. Skills & Technological Adaptation – As industries advance, ongoing training ensures older professionals remain competitive.

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Greater Appreciation of Soft Skills

A greater appreciation of soft skills is reshaping workplaces as employers recognize the importance of qualities beyond technical expertise.

Why Soft Skills Matter More Than Ever:

  1. Enhanced Communication & Collaboration – Strong interpersonal skills improve teamwork, customer service, and leadership, making professionals more effective in diverse environments.

  2. Adaptability in a Changing Workforce – With evolving technologies and workplace dynamics, problem-solving, emotional intelligence, and resilience help employees navigate uncertainty.

  3. Healthcare & Administrative Demand – In medical administration, soft skills like empathy, discretion, and clear communication are essential for handling patient interactions, documentation accuracy, and ethical compliance—which is critical for roles like the Certified Medical Administrative Assistant (CMAA) you're preparing for.

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Survival Means Being a Lifelong Learner

A lifelong learner is someone who never stops acquiring new knowledge and skills and who realizes that education and training never end.

  • Keeps Skills Relevant – Industries evolve, and new technologies reshape workflows. Staying curious and engaged ensures you remain competitive—especially in fields like healthcare administration, where updates to coding systems, documentation standards, and reimbursement processes require continuous learning.

  • Boosts Problem-Solving & Adaptability – As a logical thinker, your ability to analyze challenges, refine methods, and apply new knowledge makes you a strong problem solver. Lifelong learning strengthens critical thinking and adaptability.

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Key Points 

  • Trends of downsizing, emerging technologies, an aging workforce, and a greater appreciation of soft skills all affect administrative assistants.

  • Downsizing often means that administrative professionals have to take on more responsibilities.

  • Because organizations restructure to remain competitive, administrative professionals must be flexible and adapt if they suddenly have a new job description or a new boss.

  • Restructuring sometimes means that professionals find themselves hired back in a contract position and not full-time.

  • Administrative professionals need to be able to keep up with technological upgrades as technology moves fast.

  • Remote or virtual work is becoming more common, and you can thrive in this area if you are reliable and can work without direct supervision.

  • Administrative professionals need to be lifelong learners to adapt to current trends and to adapt to whatever trends the future may hold.

  • It only takes three to five years for half a person’s skills to become outdated, so take responsibility for keeping your skills current.

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List three major trends that are impacting administrators’ roles.

Downsizing, emerging technologies, and greater appreciation for soft skills

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What is one positive effect that downsizing has on administrative personnel?

One positive effect is that administrative professionals have opportunities to learn new skills and perform tasks formerly done by middle managers.

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Why is it important for an office professional to be a lifelong learner?

Changes, particularly changes in technology, are so rapid that present job skills quickly become out-of-date without proper education.

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List Various Specialized Fields That Administrative Professionals Have an Opportunity to Work In

Specialized Fields for Administrative Professionals

Field Specialization

  • Receptionist and office clerk (routing phone calls, greeting visitors, handling mail, filing, faxing, scanning, and emailing)

  • Customer-service representative (handling customer questions and problems, either in person, over the phone, or through the internet)

  • Transcription specialist (transferring verbal recordings into a written format)

  • Telecommunications liaison (using current and emerging technologies to focus on communications for the workforce of a business)

  • Virtual meetings organizer (using online technologies to coordinate and facilitate meetings and the attendees from local, national, or global locations)

  • Library science specialist (accessing detailed data, images, and text in a way that’s user-friendly for any team needing that type of data)

  • Resource coordinator (tapping into internal or external networks, both human and technological, to build the team for a project—that is, bringing together the right resources)

  • Workflow controller (specializing as the hub of the communication and document processing for a team)

  • Knowledge manager (maintaining and providing historical and current perspectives of the corporation to ensure continuity in the culture of the business; serving as the go-to person for questions from other employees)

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Medical Assistants

Medical office assistants work in facilities, such as hospitals, clinics, physicians’ offices, nursing homes, health maintenance organizations (HMOs), and laboratories.

A medical assistant performs the administrative tasks particular to the facility.

Medical assistants must want to help people. They must be patient, tactful, poised, dependable, and accurate. In addition, medical assistants must strictly adhere to confidentiality requirements.

The smaller the office, the more likely it is that you’ll perform a wide range of tasks as an assistant to the doctor(s).

  • In a small office, it’s not unusual for a medical assistant to be promoted to office manager.

  • In a larger office, you would more likely be hired for a specific job such as receptionist, bookkeeper, or transcriptionist.

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Medical Assistants

The Department of Health and Human Services enforces two pieces of legislation related to confidentiality:

  1. The Health Insurance Portability and Accountability Act (HIPAA) of 1996, which “protects the privacy of individually identifiable health information”

  2. The Patient Safety Rule, which “protects identifiable information being used to analyze patient safety events and improve patient safety”

Medical administrators receive specialized education and training on these policies.

The Association for Healthcare Administrative Professionals (AHCAP) is a professional development and recognition society for executive assistants and administrative professionals in healthcare. This group is an excellent source for learning more about specializing in the medical field.

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Legal Assistants

also known as paralegals, play a crucial role in law firms, corporate legal departments, and government agencies by providing support to attorneys. Also work in law offices of all sizes and types.

Most large law offices have lawyers who specialize in certain areas, such as tax law, criminal law, labor law, real estate law, marital law, and corporate law.

Most law offices have a large volume of paperwork.

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Technical Assistants

work for scientists, researchers, and other people in scientific and technical fields.

As a technical assistant, you must be able to understand technical terms and symbols that are found in scientific reports and abstracts.

Typing and editing skills and proofreading for accuracy are particularly necessary for technical assistants. Technical professionals, such as researchers and scientists, often depend on assistants to edit grammar, sentence structure, and the organization of information.

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Executive Assistants

who are the right-hands of executives, fill high-level jobs.

You must be well-acquainted with the general operation of the company and your executive’s goals and objectives to assume this responsibility.

An executive assistant performs higher-level tasks, such as planning, writing correspondence (rather than just editing or typing it), conducting research, preparing budgets and reports, maintaining the executive’s calendar, and giving and receiving information to and from other staff who report to the executive. Other tasks might include arranging conferences, making presentations, entertaining clients at social gatherings, delegating assignments, scheduling the office staff, and serving on committees.

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Receptionists and Office Clerks

Receptionists and office clerks have more responsibilities than answering the phone; they must make a good first impression on the company's behalf. Receptionists and office clerks answer telephones, route and screen calls, greet visitors, respond to inquiries from the public, and provide information about the organization.

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Education Assistants

work in educational institutions, from preschools to colleges. An education assistant's duties vary depending on the type and size of the school.

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Government Assistants

can work on the federal, state, county, or municipal levels. Many opportunities exist for government jobs. Along with the medical and education industries, the government is one of the top employers for administrative professionals. To qualify for this type of job, you must take a written civil service examination.

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Making a Decision

The following questions may help you begin to sort out your options:

  • Is earning a high salary one of your primary needs and desires? If so, you should probably consider specializing. 

  • Do you lean toward the technical side of work? If so, working with emerging and enhanced technologies like a virtual meeting organizer may suit you.

  • Do you enjoy frequent interactions with people? If so, jobs such as medical or education assistant may be more on target for you.

  • Do you lean toward the administrative side of office work (planning how to keep the office running smoothly and managing people) more than operating machines or having frequent faceto- face interactions with customers? If so, you may want to become qualified as an office manager or a higher-level job, such as an executive assistant.

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Key Points 

  • Administrative work can be as general or specific as you want. There are many specialized administrative professional roles, which could include customer service representative, telecommunications liaison, virtual meetings organizer, library science specialist, resource coordinator, workflow controller, or knowledge manager.

  • Medical office assistants work at medical facilities, research centers, or medical supply manufacturers. The number of medical office assistant jobs is expected to increase over the next decade.

  • Legal assistants work in law offices of all sizes, government and industrial settings, along with large and small corporations. You would need some more specialized skills such as knowledge of the law, strong communication skills, and a commitment to confidentiality.

  • A technical assistant must demonstrate strong skills in science and math, along with a commitment to lifelong learning to stay current with technological advances.

  • One high-level administrative assistant job is the executive assistant, or the direct assistant to company presidents, vice-presidents, chief financial officers, and others. An executive assistant often has a great deal of professional experience.

  • Another specialized role is the receptionist, or office clerk, who answers phones and often serves as the first person someone sees when visiting or interacting with the company.

  • Education or government assistant jobs would involve interacting with people of various ages, cultures, and ethnicities.

  • You must understand the reasons why you might want to specialize, such as how much you hope to earn, what kind of office environment you want, the frequency or type of communication you want to perform regularly, and more.

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Recognize the Importance of Setting Learning Goals and Ways to Achieve Them

Education and Training Opportunities

Learning Goals

A goal tells you who will do what and when.

  1. Register for the course.

  2. Get a tuition reimbursement from your company.

  3. Buy the required course materials.

  4. Attend one class each week for a total of 10 weeks.

  5. Complete all course requirements and pass the final examination.

When you have specific career goals (what you want to accomplish), the steps (the actions you need to take to reach your goal), and a target date for completing that goal, you have a sense of being in control of your career.

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Distance Education

refers to learning that takes place remotely, rather than in a traditional classroom setting. It allows students to access coursework online, through mail correspondence, or via other virtual platforms.

  • Flexible Learning – Students can study at their own pace, balancing education with work or personal commitments.

  • Technology Integration – Online courses use video lectures, interactive assignments, and digital collaboration tools to enhance engagement.

  • Expanded Access – Distance education makes learning accessible to individuals who may not be able to attend in-person classes due to location, schedules, or mobility challenges.

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Traditional Schools and Colleges

refer to educational institutions that offer in-person learning experiences, structured curricula, and direct interaction between students and educators.

  • Face-to-Face Learning – Students benefit from real-time discussions, group work, and hands-on experiences that enhance engagement.

  • Campus Resources – Libraries, labs, career counseling, and extracurricular activities provide additional learning opportunities.

  • Structured Environment – Fixed schedules, deadlines, and guided instruction help develop discipline and consistency in learning.

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Organization-Sponsored Training

refers to professional development programs funded and provided by a company or institution to enhance employee skills.

Why It Matters:

  1. Skill Development & Career Growth – Organizations invest in training to ensure employees stay updated on industry trends, technologies, and best practices. This is especially important in fields like healthcare administration, where regulations and coding systems evolve frequently.

  2. Increased Efficiency & Productivity – Well-trained employees work more effectively, reducing errors and improving overall workflow.

  3. Employee Retention & Job Satisfaction – Companies that offer ongoing education foster a culture of growth, making employees more engaged and motivated.

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Self-Directed Learning

a powerful approach where individuals take responsibility for their own education, choosing what, when, and how they learn.

Why It’s Valuable:

  1. Flexibility & Independence – Learners set their own pace, focusing on topics that interest them or align with their goals—like your NHA CMAA exam preparation!

  2. Problem-Solving & Critical Thinking – Taking charge of learning sharpens analytical skills, helping you apply knowledge in practical situations.

  3. Lifelong Growth & Adaptability – In fields like healthcare administration, regulations, coding systems, and technology evolve, making continuous learning essential.

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Professional Associations

organizations that support individuals within a specific field by offering resources, networking opportunities, and industry standards.

Why They Matter:

  1. Career Development & Certifications – Many associations provide training, exams, and credentials to enhance expertise. For example, in healthcare administration, groups like the National Health career Association (NHA) certify professionals in medical administrative roles—such as the CMAA exam you're preparing for!

  2. Networking & Industry Connections – Membership offers access to conferences, job boards, and mentorship programs that help professionals stay engaged and connected.

  3. Advocacy & Industry Standards – Associations establish best practices, policy guidance, and ethical standards, ensuring quality in various industries, including medical documentation, coding, and reimbursement processes.

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Certification Programs

  • Certification issued by the International Association of Administrative Professionals:

    • Certified Administrative Professional (CAP)

  • Certification issued by the International Virtual Assistants Association:

    • Certified Virtual Assistant (CVA)

    • Certified Real Estate Support Specialist (CRESS)

  • Certification issued by the NALS: The Association for Legal Professionals:

    • Accredited Legal Professional (ALP)

    • Professional Legal Secretary (PLS) and/or Certified Legal Professional (CLP)

    • Professional Paralegal (PP)

  • Certification issued by Microsoft:

    • Microsoft Office Specialist (MOS)

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International Association of Administrative Professionals (IAAP)

a nonprofit organization dedicated to supporting administrative professionals through education, certification, and leadership development.

Key Features of IAAP:

  • Certification Programs – IAAP offers the Certified Administrative Professional (CAP) credential, validating expertise in administrative roles.

  • Professional Development – Members can access training, networking events, and leadership programs to enhance their careers.

  • Annual Conferences – IAAP hosts events like the IAAP Summit, where professionals gather to learn about industry trends and best practices.

IAAP is considered one of the leading associations for administrative professionals.

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Key Points 

  • A commitment to a lifetime of learning is important if you want a career as an administrative professional. Your industry will look very different at retirement than it did when you were first hired, and you need to be able to keep up with the changes.

  • It's a good idea to set specific goals for your learning, focusing on what you want to do and by what date. When setting goals, remember to outline the steps needed to accomplish the goal.

  • One way to acquire new or updated skills is through distance education.

  • Many traditional schools and colleges offer courses that can help you keep your skills current.

  • Many organizations sponsor training, seminars, or conferences where employees can gain new knowledge about their jobs or their field.

  • Sometimes you must pursue learning on your own, and you can rely on self-directed learning methods for this, including e-learning courses, library resources, or the internet.

  • One sign of professionalism is membership in one or more professional organizations that focus on specific aspects of your job role. Professional organizations not only help you learn by providing materials as part of your membership fees, but they also serve as important ways to network within your industry but outside of your company.

  • If possible, seek out a mentor within your organization who can help guide you in your career.

  • Many organizations award certifications if you pass an exam focusing on one skill; gaining these certifications in your industry is another way to further your learning goals and your career.

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Why is it important to set goals for your education and training?

It’s important to set goals for your education and training so that you can target the specific results you desire. Goals give you direction, a purpose, and a standard against which to judge your progress.

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What are some of the different resources for learning?

The Internet, online courses, trade publications, newsletters, CDs and books (audio or traditional), bookstores, and libraries

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What are some of the benefits of belonging to professional organizations?

Some of the benefits of professional associations are networking, mentoring, friendship, learning, fun, support, and travel.

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How do you achieve the Certified Administrative Professional (CAP) rating?

To achieve the CAP rating, you must first meet certain educational and experience requirements before submitting an application. Then you must pass a 300-question test that measures competency in skills in organizational communications, business writing and document production, technology and information distribution, office and records management, event and project management, and operational functions.

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FLASHCARDS

Organization Matrix

A business where an administrative professional reports to several bosses

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Legal Assistant

An administrative professional who is educated and certified to provide administrative support to an attorney or legal firm

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Temp-to-Hire Basis

Individuals are hired on a temporary basis, which allows them (and the employer) to decide if the job is a good fit.

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Lean-and-Mean Business Environment

Organizations have to do more with less, due to global competition.

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Global Competition

Many companies sell similar products worldwide and thus compete with each other

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Mentor

An experienced and knowledgeable professional who serves as teacher, coach, role model, and supporter

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Hard Skills

Technical skills, such as keyboarding, using software, conducting internet research, photocopying, and so on

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Soft Skills

People skills, such as interpersonal communication, listening skills, coaching, and the ability to foresee and plan for contingencies

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Medical Assistant

An administrative professional who specializes in the nuances of the medical industry

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Downsizing

When an organization must eliminate some jobs  to be profitable

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Restructuring

Changing the arrangement or organization of certain departments and jobs

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Contract Position

A situation in which a company hires a specialized expert in a temporary position, on a contract basis

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Remote or Virtual Office

The place where a telecommuting employee works

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Lifelong Learner

Someone who continually acquires new knowledge and skills

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Receptionist and Office Clerk

A specialized area where an administrative professional routes phone calls, greets visitors, and handles mail, filing, faxing, and scanning

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Customer Service Representative

A specialized area where an administrative professional handles customer questions and problems, either in person, over the phone, or through the Internet

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Goal

 What you want to accomplish

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Networking

 Communicating and interacting with people who have the same interests and concerns as you

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Transcription Specialist

A specialized area where an administrative professional transfers audio recordings into a written format

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Workflow Controller

A specialized area where an administrative professional serves as the hub of the communication and document processing for a team

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Lesson 2/Your Professional Image

List Major Components of a Professional Image and Four Points of the Image Cycle

The Image Blueprint

Components of a Professional Image

  • Attitude – The way you look at yourself, at others, and at the world in general; your attitude can range from very negative to very positive, and it can change from one day to the next.

  • Appearance – Your clothes and grooming, in addition to nonverbal behavior, such as your handshake, posture, gestures, eye contact, facial expressions, and voice qualities.

  • Behavior – The words you say (how you communicate) and all your actions (everything you do); your behavior reflects the choices you make.

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The Image Cycle

  1. Attitude

  2. Expectations

  3. Appearance and Behavior

  4. Results

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Self-fulfilling prophecy

occurs when people create certain expectations in their minds and then these expectations come to pass.

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Key Points 

  • Your professional image is the picture you present to others as well as to yourself. It's composed of your attitude, your appearance, and your behavior.

  • Your attitude is the way you look at yourself, at others, and at the world in general.

  • Your appearance consists of your clothes and grooming, as well as nonverbal behavior like handshakes, eye contact, facial expressions, and more.

  • Attitude, appearance, and behavior together form the image cycle.

  • Your attitude is the foundation of the image cycle because it influences your appearance, behavior, and the results you get from yourself or from interacting with others.

  • The image cycle is how your attitude influences your expectations, which influences your appearance and behavior, which influences the results of your action, and this result then influences your attitude for the next encounter.

  • Negative expectations can create a self-fulfilling prophecy, where you think you'll fail ahead of time, and your attitude then negatively influences your actions, guaranteeing that the encounter really is negative.

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Recognize the Role a Professional Image Plays in Having Career Success

Professional Image and Job Success

plays a crucial role in career success, influencing how colleagues, employers, and clients perceive your competence and credibility.

1. First Impressions & Reputation

A strong professional image helps establish trust and authority. Whether in healthcare administration or another field, maintaining clear communication, ethical behavior, and polished presentation enhances credibility.

2. Career Advancement & Opportunities

Employers often consider professionalism, reliability, and leadership presence when promoting employees. A well-managed image can open doors to new roles, networking opportunities, and career growth.

3. Workplace Influence & Effectiveness

Your image affects how others respond to you. Demonstrating confidence, organization, and expertise can improve collaboration, decision-making, and leadership impact.

4. The PIE Framework: Performance, Image, Exposure According to Forbes, career success is shaped by Performance (delivering results), Image (how others perceive you), and Exposure (visibility in your industry). Balancing these elements strengthens professional influence.

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Key Points 

  • People who develop a professional image stand out and are more likely to get hired and to move ahead in their careers.

  • People who manage their professional image also appear more confident, capable, and positive, and other people like to work with them.

  • The very first impression people have of you is the start of your professional image.

  • It takes just ten seconds for the average person to form a first impression of someone, and once made, this impression is very difficult to change.

  • Hiring decisions are routinely made because of a candidate’s professional image.

  • Your professional image projects a lot about your likability, reliability, trustworthiness, intelligence, moral character, competence, and promotability.

  • You must project a professional image every time you interact with someone, not just the first time.

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Describe the Importance of First Impressions, Self-Esteem, and Professional Appearance and Attire

Projecting a Professional Image

First Impressions

  • Do your homework - If you know you’re going to meet someone new, try to learn something about that person ahead of time. People are flattered when you know something about them at the first meeting.

  • Don’t be late - Being punctual shows people that you value them. Being late does just the opposite.

  • Introduce yourself - Extend your hand, shake hands firmly, and speak clearly. Make eye contact as you shake hands. Be sure to speak in a friendly tone of voice. Politely ask the other person's name if it isn't offered. If the person uses a first name, that gives you permission to be on a first-name basis.

  • Use a person’s name - Use someone's name several times during a conversation. First, people love to hear their names. Second, using the name will help you to remember it. Be sure you pronounce the name correctly.

  • Listen more than you talk - When you listen to people, you show that you’re interested in them. Listening to people makes them feel important and worthwhile. Echoing means that you periodically rephrase what the person says or repeat a key word or short phrase.

  • Don’t forget to smile - Smiling makes a good impression and helps ensure that people will more likely view future interactions with you as positive.

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Self-Esteem

refers to the way in which you evaluate yourself; it’s the confidence you have in yourself.

Glenn Schiraldi, in his book, The Self-Esteem Workbook, defines self-esteem as “a realistic, appreciative opinion” of oneself. For Schiraldi, self-esteem is the honest judgment of your worthiness to succeed and to be happy during your lifetime.

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Answer the following questions with either a yes or no to determine a sense of your self-esteem:

  • Do you enjoy making your own decisions and being responsible for the outcomes of your decisions?

  • When you do something well, are you comfortable receiving compliments and giving yourself credit for the effort you put forth?

  • Do you have confidence in your ability to make appropriate life choices?

  • Do you believe that your successes depend primarily on your own efforts?

  • Do you believe that you deserve respect from others?

  • Do you accept the fact that you aren’t perfect?

  • Do you enjoy facing challenges and taking planned risks?

  • Can you bounce back quickly after a setback?

  • Can you maintain a sense of humor about yourself and life in general?

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Talk to yourself with respect

Try to avoid telling yourself negative things. Negative self-talk leads to negative feelings and unproductive behavior. Negative thinking can become so ingrained in your mind that you aren’t even aware of it. Your self-talk should show self-acceptance rather than rejection. Some psychology experts say that negative self-talk causes 90 percent of our stress.

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Avoid procrastination

Procrastinating things lowers your confidence that you’re capable of doing them. The longer you use delaying tactics, the less likely you are to complete a task well.

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Persevere

The important thing is to keep trying when the going gets rough and you become frustrated. You may also have to try different strategies or modify your goals. Try to figure out why you’re stuck. If your goal is too difficult, set a more realistic goal or break an overwhelming goal into several smaller ones. Your persistence will pay off in the long run.

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Associate with people who respect you

People who put you down or who discount your ideas and feelings undermine your self-esteem. Avoid them.

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Accept compliments graciously

Compliments help boost your self-esteem. When someone gives you one, take it with appreciation.

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Accept criticism with an open mind

Constructive criticism is generally meant to help, not hurt. When someone makes constructive suggestions to you, accept them as a way to improve your performance.

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Take primary responsibility for your decisions and actions

Don’t blame the past or use it as an excuse for your present problems or failures. You can’t be in control of everything that happens to you, but the key is to take responsibility for what you can control and stop wasting your energy on things you can’t.

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Manage your stress

Prolonged, unmanaged stress has an impact on how you feel about yourself, both emotionally and physically. It’s difficult, if not impossible, to feel positive when you’re feeling overwhelmed, tired, and frustrated.

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Recognize your strengths and successes

Knowing your good qualities helps you to develop them even further. Consider keeping a career portfolio. Keep samples of your work, pictures, and anything that represents successes you’ve had. Review the file occasionally to remind yourself of positive experiences. This file can be especially helpful when you’re experiencing a bad day.

People with healthy self-esteem trust their own judgment, respond to opportunities and challenges with persistence, focus on their goals, and bounce back quickly after setbacks.

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Personal Appearance

Your professional appearance is the visual picture others take of you. That image is a combination of the clothes you wear, your grooming, and your nonverbal behavior. Your appearance speaks for you silently, without saying a word.

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Professional Attire

Most workplaces don't adhere to strict rules regarding the styles and colors of clothes. A wide range of clothes is generally acceptable, depending on your position and your place of work. Appropriate clothes enhance your professional image and give you a competitive edge.

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Proper Grooming

Grooming includes aspects of your appearance, such as body and mouth hygiene; hair, skin, and fingernail care; makeup; and the care of your clothes.

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Key Points 

  • An important part of projecting a professional image is making a good first impression. You can make a good first impression by doing some homework on the person you will be meeting, using the person's name, listening more than you talk, and remembering to smile.

  • Another invaluable part of your professional image is how punctual you are for appointments, meetings, and deadlines.

  • Self-esteem is how you evaluate yourself and can reflect how much confidence you have in yourself. People don't generally have a constant level of self-esteem, but people with high self-esteem tend to “bounce back” from adverse events faster.

  • Avoid negative self-talk whenever possible.

  • Remember that you ultimately have primary responsibility for your decisions and actions and accepting this is an important step in cultivating good self-esteem.

  • Stress can be unhealthy when it is prolonged, and it's important to recognize the signs of stress and how to mitigate them.

  • Your professional appearance is the visual picture others take of you. Therefore, your clothing choices should be appropriate for your job, for your customers, and for your location.

  • If you're not sure what to wear for an interview, dress conservatively and then pay attention to how the office looks when you're there.

  • Grooming is also an important part of your professional image. Good grooming habits include paying attention to your hygiene, skin care, hair care, nails, makeup application, the amount of perfume or cologne you use, and the state of your shoes, socks, and other articles of clothing.

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Explain How to Appropriately and Effectively Use Nonverbal Communication in the Workplace

Nonverbal Communication

Body Language and Voice Qualities

Your body language includes your handshake, eye contact, gestures and mannerisms, facial expressions, posture, and use of space. Vocal qualities, such as tone, rate, volume, and enunciation are also considered to be aspects of body language. They’re referred to as nonverbal communication.

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Handshake

  • Grasp the person’s entire hand, not just the fingertips.

  • Maintain eye contact while shaking hands.

  • Don’t hold the other person’s hand more than a few seconds.

  • Don't pump the person’s hand up and down more than twice.

  • Don’t use a two-handed shake in which you hold a person’s hand with both of your hands.

  • Don’t squeeze the hand more than once.

  • Release the hand after shaking it.

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Eye contact

Your eye contact connects you with people. Establishing eye contact makes others feel important and more positive about you.

A good rule of thumb is to look at the person about 75 to 85 percent of the time. Most people have more sustained eye contact when listening than when talking.

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Gestures and mannerisms

involve movements of your arms, hands, legs, feet, and head. Your body movements should be consistent with what you’re saying.

Examples of distracting gestures include fidgeting with your hands, tapping your feet, and fiddling with your clothes, hair, or jewelry. These gestures make you look nervous, tense, or bored.

Avoid putting your hands on your face or over your mouth as you speak. It sends the message that you aren’t confident about what you’re saying.

Biting nails, pointing your finger at people, chewing your lips, and clicking a pen also tend to annoy people.

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Facial expressions

Your facial expressions should be sincere, interested, friendly, and attentive. When you smile, others smile back at you. Be sure that your smile is genuine; it shouldn’t look forced. A real smile involves the whole face, not just the mouth.

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Posture

Walk and stand with your shoulders back, but relaxed, with your head up, but not stiff. Don’t tilt your head down toward the floor or to the side. Walk with a purpose and confidence rather than as if you’re trying to slip by without being seen. Stand with your weight distributed evenly on both feet.

Poor posture suggests passivity, exhaustion, lack of confidence, and sloppiness.

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Space

refers to the way you position yourself in relation to other people.

Don’t invade people’s personal space; that is, don’t stand or sit too close.

Stand about three to five feet away for an average business conversation. If the other person moves toward you, that’s a signal that the person is comfortable at a closer range.

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Voice quality

Your tone of voice should be pleasant, clear, and sincere. A smile on your face brings a smile to your voice. The volume of your voice should be moderate, not too loud or too soft. Your rate of speech should also be moderate.

If you talk too slowly, your words lack energy and interest. If you talk too quickly, people may have difficulty understanding you, and you’ll sound nervous. Be sure to pronounce your words clearly.

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Remember these important points about body language:

  • You’re not as conscious of your body language as you are of the words you say.

  • If your body language and words don’t match, people tend to believe your body language.

  • A match between your body language and your words results in clear communication.