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Do an administrative assistant has to store & manage whole documentation of an organization?

If there is no documentation clerk available in any organization, do an administrative assistant take that responsibility to store & manage whole documentation of that organization? If then, how he can record financial documents? Even if he doesn’t have financial knowledge?

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تم إضافة السؤال من قبل Mahammed Imran Hameed , Office Administrator & P.A. for Technical Services Manager , ADNOC Gas Processing
تاريخ النشر: 2017/12/27
El hamel Arwa
من قبل El hamel Arwa

Yes, an administrative assistant typically is responsible for storing and managing the documentation of an organization. They organize files, documents, reports, ensuring availability and easy access when needed. Their role may also include managing emails, scheduling meetings, handling incoming calls, and assisting in other administrative tasks.

موسى  نصرالدين
من قبل موسى نصرالدين , مهندس نظم معلومات , الشركة المصريه للاتصالات والتكنولوجيا

Yes, company data collection and storage 

Ahmad Alkhaldi
من قبل Ahmad Alkhaldi , موظف استقبال , ريف العالمية

Yes, he must have saved references

Amer karam
من قبل Amer karam , مدير مشروعات ومدير المكتب الفني , شركة (ميجا مار) للتجارة والديكورلصاحبها م / عمار شفيق

Yes, because it is good documentation for the company to retrieve the following items and as a reference for future work.

Mostafa Mohamed Abdulhasib Tolba TOLBA
من قبل Mostafa Mohamed Abdulhasib Tolba TOLBA , فني تمريض وطواريء طبيه عاجله , الصناعات الهندسيه الثقيله وبناء السفن

Yes, it has to be stored and preserved.

Mohammed   Abdulmalik Othman Abdulrahman Al-Haji
من قبل Mohammed Abdulmalik Othman Abdulrahman Al-Haji , Civil Engineer , Arab Horizons Engineering Consulting Office

When there is no dedicated documentation clerk available, an administrative assistant may indeed take on the responsibility of managing organizational documentation.
I will give you some steps they can follow:

  1. Categorize Documents: The administrative assistant should categorize documents based on their type (e.g., financial, legal, operational). This helps maintain order and accessibility.

  2. Create a Filing System: Set up a structured filing system. Use physical folders or digital folders on a shared drive. Label folders clearly to indicate the content they hold.

  3. Document Control: Implement version control for important documents. Ensure that the most recent versions are accessible and that outdated versions are archived.

  4. Financial Documents:

    • Invoices and Receipts: For financial documents like invoices and receipts, the administrative assistant can create a separate folder or section. These documents should be organized by date and vendor.
    • Expense Reports: If the organization uses expense reports, the assistant can collect and organize them.
    • Bank Statements: If the organization receives paper bank statements, they should be filed securely. Alternatively, digital copies can be saved in a designated folder.
  5. Collaborate with Relevant Departments: The administrative assistant should work closely with finance, HR, and other relevant departments. They can seek guidance on handling specific financial documents.

  6. Record Keeping Tools:

    • Spreadsheets: Even without extensive financial knowledge, an administrative assistant can use basic spreadsheet software (like Microsoft Excel or Google Sheets) to record financial data. They can create simple tables for tracking expenses, income, and other financial transactions.
    • Document Templates: Use pre-designed templates for financial documents (e.g., expense reports, purchase orders). These templates guide the assistant on what information to include.
  7. Seek Training or Support: If the assistant lacks financial knowledge, they can attend workshops or online courses related to basic financial management. Additionally, they can consult with colleagues who have expertise in finance.

Remember, accuracy and attention to detail are crucial when handling financial documents. If in doubt, it’s always best to seek guidance from someone with financial expertise within the organization.

jameel meerah
من قبل jameel meerah , مسؤول علاقات حكومية , عبدالصمد القرشي

نعم يجب عليها حفظها كمرجع له فقط

Radwa Bahaa
من قبل Radwa Bahaa , مدير مكتب المدير العام , اوبرا سيتي

Of course  document files very important for us to make our work so easy and help another to found the information quick we make it for the organization t

Shatha Zaqout
من قبل Shatha Zaqout , Public Relations and Communication Officer , Interpal- UK (Gaza Field Office)

In general yes. In specific, the Administrative Assistant is an assistant, so he/she supposed to do anything requested by him/ her. Sometimes there are files supposed to be banded. 

Simon Gamil Gamil
من قبل Simon Gamil Gamil , Data Entry Clerk , El_ Farana Firma

Yes, An administrative assistant must have these skill because Documentation is very important 

 

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Akram Hossain
من قبل Akram Hossain , Sub Assistant Engineer , TEKKEN-AML-YBC JV

No, an administrative assistant typically manages only specific documents and records, not the entire organization's documentation. Their role is to organize, maintain, and retrieve documents relevant to their responsibilities or department.

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