3 “tricks” every admin professional should consider implementing

Traditional networking, that being in-person, can be a very powerful activity, especially when it’s with people of the same profession. When I’m networking with other admins I make it a point to ask the same question, “What are your three favorite tricks?”. There’s never a wrong answer and they always vary.  It’s intoxicating to hear how admins are being creative in their role, and I always walk away inspired.  For me, I’m a big believer in great customer service. A big part of the admin role is customer service and while it’s not a checkout clerk or restaurant server position, it’s a role that serves a variety of situations, i.e. board meetings, conference calls, lunch meetings, and so on.

I share here three of my favorite tricks:


Chilled plates you say, what does that have to do with being a great admin? Well…for meetings that happen in the office and include hosting a lunch, there’s a high chance the meal choice is a salad. Serving the salad on a chilled plate can be viewed as a special touch that is both professional and classic leaving a lasting impression about the company and you.


Admins can excel at their job when they have a pulse on both directly and indirectly related business dealings. Being in the know doesn’t just prepare them for possible requests, it also helps them build professional relationships. Taking note, and responding appropriately to requests, likes, and actions of regular office guests, adds a special touch to the interaction. Being confident in your approach, engaging in small talk, and presenting a welcoming tone helps you learn more about the professional.

Requests – Does he/she regularly visit in the morning? If so, do they enjoy water or tea, espresso or coffee, black or with cream…learning their patterns allows the admin to excel at hospitality. Anticipating requests is a well-received personal touch.

Likes – When you engage in small talk, you learn about the person’s interests. Knowing them casually helps broaden your working relationship.  Does the individual enjoy working out, do they follow sports, are there any dietary restrictions/favorite foods? Learning traits helps you better support them when they are in your office.  Let’s say, considering it happens often, you need to order lunch last minute because a meeting is running over. Since you know more about them, you can order effectively with no help. The same goes for your boss. Knowing his/her preferences empowers you to do the task with no assistance; that makes you an exceptional admin.

Actions – The last two times a specific guest held a meeting at your office, he/she asked to email you a document for printing. If this is the case, consider emailing in advance of the meeting sharing you’re happy to prepare any materials prior to their arrival. Taking note of this reoccurring request shows you pay attention to detail and are supportive of their meeting and business relationship.


It happens all the time, you’re scheduling a calendar event with someone in a different time zone or with last minute travel being a reality for many, some people set their devices to change time zones when they travel and some don’t, it can be very complicated. To avoid confusion, keeping variables in mind when scheduling meetings or calls can help all participants stay on schedule. I decided years ago to have the habit of including the time in the subject line while noting the time zone.

 (4pm MT / 5Pm CT) Call: Hilani Ellis & Nicole Smith w/RM Capital Group

It’s a smart habit to adopt. In doing so, you show you pay attention to detail and want to ensure the event goes as scheduled.

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