Back office work summary report and plan

Back office work is a comprehensive coordination and comprehensive service job. It has the role of coordinating the left and right and connecting the internal and external. The back office position has light responsibilities and heavy responsibilities. It must complete affairs management, document processing, comprehensive situation, and fill in reports. , drafting documents and other routine work, but also have to complete the work temporarily assigned by the leader, and also make suggestions for the leader, actively play the role of staff assistant, and assist the leader in all aspects of work. Let me share with you the work summary and plan about the back office to facilitate your learning.

Back office work summary and plan 1

As a new member of the company, I am honored to serve as an administrative clerk. I summarize the work content of the previous week and roughly divide it into personnel recruitment. , administrative work, sales back office, etc.:

1. Administrative work

During my work, I became familiar with the company's rules and regulations, presided over a company's morning meeting, and understood the technical aspects of the industry. The principle of specialization is to understand how to carry out the company's administrative work most efficiently. Understood the work system of each department and accepted the management of personnel files. I became familiar with the storage of sales department data and the printing of agreements. I got to know each other well with each employee. During this period, I completed the organization of the company's internal employee address book. In April No. 2 reached consensus with various departments to create and improve employee duty schedules.

2. Personnel Recruitment

In the personnel recruitment work, I listened to the opinions of my colleagues and constantly improved my words under the guidance of Manager Hu, so that I could improve my performance in personnel recruitment. The language expression skills have been improved to a certain extent, and 60% of the personnel recruitment work for the sales department has been completed. In several interviews, I adapted to the psychology and role of a recruitment personnel, and increased my knowledge and insights in this area. I have greatly improved and exercised myself, laying the foundation for future work and study.

3. Sales back office

In order to improve the work efficiency of the company's sales staff and provide a solid backing for their work, in addition to administrative and personnel work, I assist new employees to find sixty Yujia customer resources.

In the execution of my work, I have encountered some problems that I need to improve and continuously improve my work ability in future work:

1. Administrative work, insufficient thinking about problems Comprehensive, sometimes a little naive, lack of communication with old employees, administrative work is not carried out very smoothly, and sometimes the help of Manager Hao is needed.

2. In terms of personnel, many people who were notified did not come to the company for interviews after being notified. I think there are objective reasons but also internal reasons.

3. In the sales back-office work, the efficiency of finding customer resources is low, so it is impossible to guarantee the timely supply of the sales staff's resource needs.

In summary, in the future work, I should strengthen communication with employees, listen to more useful opinions, handle the relationship between colleagues, improve my speaking skills, and expand myself I will further understand and familiarize myself with e-commerce, improve the efficiency of finding customer resources, and provide a solid backing for the company's sales department! I will work more diligently, study humbly, make work plans, and have goals. Work on the ground and strive to improve cultural quality and various work skills. I hope to create a good working environment for the company and bring better benefits to the future work of the sales department.

Back office work summary and plan 2

In 2018, with the care and guidance of the company’s department leaders and the support and help of my colleagues, and with my hard work, the project was successfully completed I have completed this year's work and completed various tasks assigned by the leadership. I have improved in all aspects, but there are also shortcomings. I need to continue to learn and accumulate work experience in the future, and use the knowledge I have mastered to make up for my own shortcomings. The study and work situation of this year is summarized as follows:

1. Down-to-earth work attitude:

Over the past year, I have persisted in working hard, working hard, and consciously maintaining the company's corporate image. Do your job properly and try to avoid any mistakes in your work.

Office back office work is of a service nature and is relatively complicated.

(1) Every day I do all the service work carefully to ensure the normal development of the business department, document department, shipping department, finance department and design department.

(2) The daily work content of the back office is relatively trivial, requiring care and caution, and not being careless or careless.

(3) Under the guidance of May, the manager of the administrative department, create a memorandum for the day. I put the day's work into a memo and complete it one by one to avoid omissions.

2. Be dedicated to your responsibilities and do a good job in administrative personnel work:

Do your job and daily routine work conscientiously, assist leaders in maintaining a good working order and working environment, and ensure that all aspects of work are carried out Archives management is becoming increasingly formalized and standardized. At the same time, we should do a good job in logistics services so that leaders and colleagues can avoid worries. Under the direct leadership of the department manager, they can actively and proactively do a good job in the daily housekeeping work of the department.

1. Daily reception work:

When answering the phone, use civilized language, speak kindly and enthusiastically, politely receive visitors from the factory and foreign customers, and respond to relevant questions. For those who consult or ask for help, I will answer to the best of my knowledge or convey it to the relevant leaders for resolution in a timely manner.

2. Material management work:

Formulate the company's daily office supplies purchase and requisition form, do a good job in the management of material requisition, and carry out requisition registration according to the department's requisition situation. .

3. Document management work:

According to work needs, make various forms, documents, etc. at any time, and at the same time complete the printing, scanning, copying documents, etc. assigned by each department, and do all the company's work Notices and documents issued must be uploaded and issued in a timely manner.

4. Personnel file management work:

Classify and archive the files of current employees and resigned employees, and scan and electronically archive them. New employee evaluation forms are bound into books in order of year and saved, etc. .

5. Recruitment work:

Check emails, read resumes, and make appointments for candidates to conduct manager interviews and general manager re-examinations.

6. Business meeting and exhibition itinerary arrangements: Make business trip schedules, book domestic and international air tickets and hotels, and ensure that business travelers' itineraries proceed normally.

7. Financial work:

Verification and application of office supplies and express delivery fees, payment of air tickets and hotel fees, and ensuring timely payment of monthly fees of relevant cooperative companies.

8. Express delivery work:

Do a good job in registering and signing for domestic and international shipments, and regularly go to the DHL and Aramex websites to track and check the customer's receipt status. If any abnormal express shipments are found, , promptly respond to external business personnel and relevant leaders.

9. Assistance work:

Assist department managers to organize and arrange the company's quarterly and annual activities, as well as promote the company's corporate culture.

3. Knowledge learned in 2018:

1. Administrative department manager May’s guidance: learn formalized document management, standardized official document writing, flexible reception skills, public affairs* **Etiquette images in relationships, etc.

2. Guidance from Document Department Manager Lin Luwen: Learn basic foreign trade knowledge, international express freight accounting and cost control, basic network maintenance and computer knowledge, and maintenance and repair of copiers and printers .

3. The guidance of Chang Hong, the manager of the shipping department: the provision of English software and learning methods, and always reminded me to strengthen my English learning and practice.

4. Guidance from design department manager jacky: the correct use of photoshop and simple cover design of company archive files.

5. Guidance from the business department manager echo: Learn how echo handles things in an organized manner at work.

6. Guidance from colleagues in the Finance Department: standard filling of expense application forms and correct binding methods for archived documents.

7. Guidance from foreign trade salesmen ally and lilian: how to organize and archive external mail in&out, and strengthen English reading ability.

8. Guidance from General Manager Ms. Chen: Make extensive use of the Internet and do everything carefully.

9. Guidance from Mr. Director_: If you think it is the right thing, just do it boldly and work hard. It doesn’t matter even if you don’t succeed in the end, at least you have tried hard.

4. Directions and thoughts that need to be worked on in 2019:

For me, administrative back office is an affirmation of my ability by the company and a new challenge given to me. I hope that I can Through the study in the past two months, we strive to improve our work standards, adapt to the needs of work under the new situation, change our working methods in the process of continuous learning, maximize our strengths and avoid weaknesses, work hard, and strive to do better administrative work in the future.

Thanks to the company for cultivating me and giving me the opportunity to learn, and thanking my colleagues for every help. In the future, I will continue to push myself, motivate myself, and always strictly demand myself to do everything well. I hope that I will also I can use what I have learned to contribute to the company. I also hope that in the near future, I can stand alone at work and no longer rely on department managers or colleagues. They will live up to their training and help me. People who make me grow up!

In 2019, I will devote myself to future work with a new look. At the same time, I also hope to grow and make progress together with the company!

< p> Back office work summary and plan 3

In 2017, under the careful guidance of leaders at all levels and the enthusiastic help of colleagues, I successfully completed various tasks for 2017 In terms of internal work tasks, great progress has been made in work and thinking, and political awareness and professional quality have been better improved.

The annual work is now summarized as follows:

1. Focusing on compliance, improve sales management of various channels

My position It is a channel business sales management position. The daily work of the sales management position is mainly to establish and manage intermediary files, marketer training files, maintenance of the marketing management platform, relevant data submission, personnel training and compliance management, etc. In addition, it also includes daily communication with relevant bank departments, intermediary departments and bancassurance departments of life insurance companies, cooperating with superior companies to track bancassurance and comprehensive expansion performance, reporting for company large project funds, and assisting business units in preparing proposals and tenders. wait. In order to strengthen the standardized management of intermediary business, I will continue to study compliance documents in my daily work, communicate with leaders and superior companies in a timely manner, sum up experience in practice, and ensure that intermediary business complies with laws and regulations.

2. Strengthen information research and enhance writing skills

In order to improve my writing skills, I am diligent in writing in my daily work. In my spare time, I read a large number of company documents materials, learn with an open mind, and apply the learned knowledge to practical work. In the past year, I drafted 4 summary materials and 10 self-examination reports. 1 piece of research information and 1 piece of compliance essay.

3. Complete other tasks assigned by the leadership

While completing my job seriously, I also actively participated in various activities organized by the company. During the fifth anniversary celebration party, I hosted and participated in the program arrangement with my colleagues, and exercised myself in terms of organization and language expression.

4. Persist in ideological and political study

With the convening of the party, as a member of the Communist Party of China, I should always maintain the motivation to study hard and learn endlessly. Study at work, study in books, study in practice, regard learning as a good living habit, constantly improve your cognitive ability and cognitive scope in learning, constantly improve your comprehensive cultural quality and respond to various situations. ability in complex situations. Only through continuous learning can we keep pace with the times, master the latest technologies and the most effective methods, and create new achievements in our positions.

At work, leaders and colleagues have played a very good role model. Many good working methods and the professionalism reflected in the work are worthy of my study. I also found that I have many shortcomings: First, my writing ability is poor, and my writing ability needs further learning and improvement. The second is that work innovation is not enough, not good at thinking and finding problems, and not good at refining and summarizing work situations through words.

These shortcomings have greatly restricted the expression and improvement of my ability in future work. In future work, I will definitely study more seriously, strive to improve my ideological awareness and work ability, and strive for greater progress.

Back office work summary and plan 4

20_ is a year in which the competition in China's insurance market will become more intense. Civil servants across the country will be in the same world! At the same time, it will also be a milestone in the development history of China Life. In an important year, the _ Marketing District Department conscientiously implemented the various requirements put forward by the Municipal Insurance Association and the Municipal Company General Manager's Office at the beginning of the year. The following is a summary of the annual work of the insurance company's back office.

Closely focus on various work indicators issued by the branch, take business development as the theme of the whole year, clarify business ideas, grasp business priorities, and carry out actively and effectively.

Business results and work summary in 20_

As of November 30, with the joint efforts of all business colleagues and staff, the 13th District Department *** Achieved new insurance premium income of __ million yuan, including mid-term premiums of __ x million yuan, single payment premiums of __ As of November, there are __ marketing agents, including __ certificate holders, and the certificate holding rate is _ %; there are _ supervisors at all levels, including x department managers and x branch managers. Achieved stability in business scale and team manpower.

Looking back on the journey of 20_, we embody the spirit of tenacious struggle and perseverance of the people in the district. Focusing on the work priorities at different stages and in response to the actual conditions at each stage, we actively adjust our ideas to keep up with the company. The rhythm of development.

Strengthen ideological confidence, clarify the direction, fully understand the market situation, seize opportunities, and face challenges head-on.

The general manager’s office has emphasized in various meetings many times that the market competition will become increasingly fierce in the future, and peer companies will continue to compete with us from all aspects. In this market environment, we can only catch up and actively develop. It's the hard truth. _ The whole district department has fully understood the spirit of their superiors and realized that they must not passively follow the planned targets of the municipal company, but should actively explore the market. These are two different development concepts and will achieve completely different development results. We use various opportunities to change the concepts of all personnel in the district and department, changing "I want development" to "I want development." For front-line sales staff, we have repeatedly emphasized that achieving performance and occupying the market is fundamental. We must see the inexhaustible resources of the life insurance market and realize that by making a policy, we occupy a piece of the market. Only by establishing new concepts of development, continuously occupying market share, and competing with peers with service and morale can the marketing team remain invincible in the market tide.

Back office work summary and plan 5

It has been three months since I entered the company. After three months, I have worked hard and made a lot of progress. I have learned a lot. There are many things that I didn’t have before. I think this is not only work, but more importantly, it gives myself an opportunity to learn and exercise. From this stage, I find that the knowledge I crave is coming to me in a steady stream. At this point, Melting in a big melting pot, I think this is experience. I am very grateful to the leaders and colleagues for their help.

Back office work is a comprehensive coordination and comprehensive service job. It has the role of coordinating the left and right and connecting the internal and external. The back office position has light responsibilities and heavy responsibilities. It must complete affairs management, document processing, comprehensive situation, and fill in reports. , drafting documents and other routine work, but also have to complete the work temporarily assigned by the leader, and also make suggestions for the leader, actively play the role of staff assistant, and assist the leader in all aspects of work. A qualified back office employee must have a strong sense of professionalism, a high sense of responsibility and a pragmatic work attitude, have high political quality and professional ability, be familiar with business and back office work, have a broad knowledge base and a reasonable knowledge structure and Rigorous and capable work style, hard-working dedication.

In the past three months, I have realized how important it is to have attentiveness, concentration, care, and patience at the same time when working.

In the process of work, I deeply felt the urgency of strengthening my own learning and improving my own abilities. First, I learned from books, insisted on squeezing out a certain amount of time every day to continuously enrich myself, and widely absorbed various "nutrition". Second, I learned from the people around me. I learn from my colleagues, and I always maintain a modest, prudent and open-minded attitude in asking for advice at work, and learn from their hard-working, truth-seeking and pragmatic work style and problem-solving methods; the third is to learn from practice and apply the knowledge learned to actual work.

Generally speaking, the three months in the company have been spent smoothly, and there have been achievements, but more of them are some understanding of the work and some shortcomings discovered in the work. These shortcomings are obstacles. The biggest stumbling block to my own progress is the following summary of some mistakes and deficiencies in my work:

1. Working methods need to be further improved. They are often busy and chaotic, and disorganized, resulting in low efficiency. Because I hold many positions, I have made many mistakes due to improper work arrangements. Fortunately, with the care of my leaders and the help of my colleagues, they have not caused serious consequences. However, in terms of work arrangements, I am still my own fault. A weakness is that I often have to rush to get things done. In order to avoid this situation, I decided to carry out detailed arrangements and registration measures at work, register the work that needs to be done and arrange it reasonably to prevent the occurrence of work. A backlog occurs.

2. There is little communication, problems encountered at work, and failure to communicate with leaders in time lead to delays in some work. Due to my own personality, I don’t communicate much with my colleagues and leaders, and the communication is also very little, which leads to misunderstandings between each other. The most important thing between people is communication. Communication is also to resolve conflicts. It is best to understand each other. In this way, I decided to change my own shortcomings, speak more, communicate more with leaders and colleagues, let everyone understand and trust each other, thus making the work easier.

3. The lack of professional knowledge caused me to encounter many thorny problems during the practical operation. I decided to further study and strengthen the back-office work of the insurance company. 4. Lack of industry experience and ability to judge matters. Disadvantages

In the new year, I will seize the opportunity to continuously learn professional knowledge, improve skills, sum up experience, and comprehensively improve the overall quality of all aspects. Seriously study the company's policies and regulations, strive to bring ideological awareness and work efficiency to a new level, and make greater contributions to the company's development.

All in all, the back office position is a melting pot and a stage where you can both exercise and show yourself. As long as you continue to strengthen your political and ideological quality, style quality, business quality and psychological quality, By earnestly fulfilling the responsibilities of back-office work positions, persevering in the "five diligences", and constantly pioneering and innovating, we can do a good job in back-office work.

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