Sentences with phrase «account management purposes»

In a comment on an earlier article, one of our readers said, «I'm married, we jointly own everything, but there is only one normal IRA and one Roth IRA account (in my name for account management purposes).

Not exact matches

Payments are made to the creditors from the client's special purpose account directly, so no third - party management will be reflected on the credit report.

For security purposes, you must be enrolled in Internet Cash Management to access account information and perform banking transactions using the ICM Mobile App.

Here, you'll find banking solutions for every purpose, from checking and savings accounts, to home loans and student loans, to wealth management services.

MUTUAL FUND SERIES F — Purpose Series F mutual funds are designed for investors working with advisors that have fee based accounts and are offered at exact same management fee as our ETF Series.

Some debt management plans do allow you to keep one credit card open for emergencies, business expenses or travel purposes, but others require you to close all accounts.

/ / 6 / / The management fees paid by a TFSA account holder will not be counted as part of your contribution, but they will also not be tax deductible for income tax purposes.

A behavior score is calculated for, and only seen by, one particular creditor using their own information to fine - tune the ongoing management of that account for marketing and risk purposes.

Your Limited Partnership Agreement can include details like: the name, address, and purpose of forming the partnership; whether limited partners have any voting rights regarding the day - to - day business decisions; how decisions will be made (by unanimous vote, majority vote, or majority vote based on percent ownership); the names, percent ownership, and capital contributions of the partners; defined management roles for individual partners; accounting and auditing information; how to transfer or buy out shares; how to dissolve the partnership; and more.

The purpose of these specified records is management of the accounts and health care of individuals.

The main purpose of this role is to drive account penetration through the strategic management of accounts within specific... more

Account Confluence Health Location Wenatchee, WA Facility Central Washington Hospital Department Pharmacy Practice Resident Schedule Full Time; Exempt Shift Variable Shifts Hours / PP 80 Job ID # 19204 Job Details Basic Purpose of The Job The Pharmacy Practice Resident is a motivated individual committed to developing clinical, operational and management skills through...

• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.

The accounting clerk will be responsible for the data input of accounts payable, research and investigate invoice discrepancies, assist the Controller in reconciling balance sheet accounts, perform analytics on income statement accounts, assist in preparing daily / weekly operational updates to management, assist in the preparation of internal monthly financial statements, assist the Controller with YE reporting for tax purposes and ad hoc projects from the Controller and CEO.

An account management resume template used for this purpose should be framed in such a manner that it includes the important sections and provides necessary spaces for specific details of qualification, education, and practical accounting skills to be filled in the resume.

The Aboriginals Benefit Account (ABA) is a Special Account (for the purposes of the Financial Management and Accountability Act 1997 (Cth)-RRB- established for the receipt of statutory royalty equivalent monies generated from mining on Aboriginal land in the Northern Territory (NT), and the distribution of these monies.