- Reed Courses Certificate of Completion - Free
- Administrative File Management and Minutes Drafting Assessment (included in price)
- Tutor is available to students
Included in course price
This course contains
Format: 10 Videos (with subtitles and transcripts), 8 PDFs, 2 Quizzes and 1 Assessment
Duration: 1h and 57m
This comprehensive course is designed to prepare learners for the dynamic and highly trusted role of a Personal Assistant (PA) or Executive PA. Combining practical office administration skills with interpersonal and leadership competencies, the program provides a step-by-step development path that aligns with industry standards and real-world expectations. It is ideal for those seeking to strengthen their capabilities in managing records, coordinating meetings, supporting executives, and maintaining efficient office operations.
Module 1: Introduction to Executive PA
This foundational module introduces the varied responsibilities of an Executive Personal Assistant. It outlines the PA’s core role in managing day-to-day operations, supporting decision-making, and coordinating communication on behalf of senior executives. Learners explore essential skills such as professional discretion, task anticipation, and schedule management. The module also highlights the importance of understanding executive priorities and adapting to their working styles, while laying a roadmap for long-term career growth and professional excellence.
Module 2: Interpersonal Excellence for Executive PAs
Professional relationships are at the heart of a successful PA career. This module focuses on emotional intelligence, communication adaptability, conflict resolution, and handling sensitive information. Learners will strengthen their ability to collaborate with teams, navigate workplace dynamics diplomatically, and build trust through discretion and consistent performance. Emphasis is placed on managing confidential data and serving as a reliable liaison between the executive and both internal and external stakeholders.
Module 3: Communication Mastery
In this module, learners develop both written and verbal communication proficiency. Training covers email etiquette, business writing, internal messaging, public speaking, and presentation delivery. A strong focus is placed on communicating with clarity, confidence, and professionalism. Participants also learn how to conduct meetings, manage agendas, and engage with clients and external partners in ways that represent the executive and organisation effectively.
Module 4: Task and Time Management
The ability to prioritise tasks, manage multiple deadlines, and stay focused under pressure is central to the PA role. This module introduces techniques such as the Eisenhower Matrix, Pomodoro Technique, and SMART goals. Learners practice using digital tools for time tracking and calendar coordination. Strategies for reducing procrastination, overcoming distractions, and enhancing personal productivity are reinforced through real-world examples and practical exercises.
Module 5: Diary Management & Meeting Coordination
One of the PA’s most vital duties is managing schedules and facilitating efficient meetings. This module covers appointment scheduling, diary prioritisation, and the use of digital calendar platforms. Learners explore the full meeting cycle—from assessing participant availability to preparing agendas, recording minutes, and distributing follow-ups. Both virtual and in-person meeting logistics are addressed, as well as best practices for handling last-minute conflicts with flexibility and professionalism.
Module 6: Office Operations and Supervision
This module prepares learners to oversee administrative tasks and workflows in a busy office. Topics include supply management, office budgeting, supervising administrative staff, and planning office events. Learners are trained to implement office policies, lead team projects, and promote workplace efficiency. Techniques for maintaining productivity, tracking tasks, and creating a collaborative culture are integrated with project management tools and leadership strategies.
Module 7: Record Keeping & Archiving
Maintaining accurate and confidential records is a legal and professional responsibility for any PA. This module covers digital vs. physical record-keeping systems, file organisation, data protection, and archiving policies. Learners review compliance obligations and data retention standards relevant to employment, financial, and operational documentation. The module also includes confidentiality protocols and best practices for protecting sensitive information from unauthorised access or breaches.
Module 8: Stress and Self-Management
To perform effectively in high-pressure roles, PAs must maintain their own wellbeing. This final module explores stress management, mindfulness, and self-care strategies. Learners are introduced to work-life balance concepts, resilience-building habits, and relaxation techniques such as guided breathing and time blocking. Encouraging open communication, setting boundaries, and identifying stress triggers are also discussed, helping participants cultivate long-term emotional and mental sustainability.
Other Learning Features:
Throughout the course, learners apply skills in realistic scenarios, receive feedback from facilitators, and access downloadable templates and tools. The course fosters professionalism, discretion, and proactive problem-solving—hallmarks of effective executive support.
Upon completion, learners will be prepared to manage executive schedules, support strategic initiatives, maintain high standards of communication and documentation, and serve as trusted coordinators in any professional setting.
The Personal Assistant – Record-Keeping & Meeting Management course is ideal for:
Aspiring Personal Assistants and Executive PAs
– Individuals entering administrative roles who want to build core skills in diary management, documentation, and executive support.
Current Administrative Professionals
– Office assistants, secretaries, or admin staff looking to formalise their skills, advance their career, or move into high-level PA roles.
Office Managers and Team Coordinators
– Professionals managing office operations or teams who want to improve their scheduling, communication, and record-keeping capabilities.
Career Switchers
– Those transitioning from hospitality, customer service, or similar sectors into administrative or executive support positions.
Small Business Support Staff
– Employees or virtual assistants supporting executives, entrepreneurs, or consultants with meetings, calendars, and confidential tasks.
Remote or Hybrid Administrative Workers
– Professionals working in remote or flexible office environments who need to manage digital diaries, virtual meetings, and electronic records efficiently.
This course provides the foundational knowledge, tools, and confidence to succeed in demanding professional support roles across industries.
Graduates can pursue roles such as Personal Assistant, Executive PA, Office Manager, or Administrative Coordinator. Entry-level salaries typically start around £22,000–£28,000, with experienced Executive PAs earning £35,000–£55,000+ annually. In high-level corporate or C-suite roles, earnings can exceed £60,000 depending on sector and location.
There are currently no Q&As for this course. Be the first to ask a question.
Currently there are no reviews for this course. Be the first to leave a review.
This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: Zopa Bank, Level 12, 20 Water Street, Canary Wharf, London E14 5GX. VAT Number 281765280.