Sentences with phrase «assets in the account build»

Not exact matches

It is common for borrowers to build up savings in the form of offset accounts, redraw balances or other assets.

«Assets such as equipment, buildings, accounts receivable, and (in some cases) inventory are considered possible sources of repayment if they can be sold by the bank for cash.

They can accumulate funds in an offset or redraw account, or build up other assets.

I personally use six different brokers for trading and would recommend all serious traders to open a few accounts with different brokers in order to build up a good variety of assets.

Open a SmartMetals ® account with the Hard Assets Alliance, and start building your position in physical precious metals.

From an accounting standpoint, the work that is done to a building and the fixtures that are put in place and attached to the property (lights and plumbing, for example) are considered assets of your business, since you pay for them.

Tax cuts always effect assets prices, regulations are estimated to account for up to 35 % of building new construction costs for homes in some locations and though federal deregulation may not impact local regulations as much it does have a multiplier effect on the economy just like a tax cut does and anticipation of an infrastructure plan the scale of this administration's, though it hasn't been passed, would also have an anticipatory effect on leading indicators like stocks and other commodities that raise costs, which we have already seen.

And as the number one fund company in Canada, our asset management business continues to build on its momentum, with Q1 sales accounting for a third of the industry.

CIA can help build you a cash flow plan to systematically be investing the proper assets in the proper investments and across the best accounts.

Other than having a database of historic asset returns, an automatic way to download online investment account data into the program (to self - input the current portfolio), talking to CRM software, making trades, and a having a built - in portfolio optimizer; this investment software does everything, and more, compared to other vendors.

If the monthly targeted retirement savings exceed what is allowed to be saved in an IRA or employer's plan, building additional assets in a taxable account or an emergency fund may be considered.

Hopefully, you've managed to build some financial assets, whether that's equity in your home or savings in various accounts, even if you still have debt to pay off.

«Assets such as equipment, buildings, accounts receivable, and (in some cases) inventory are considered possible sources of repayment if they can be sold by the bank for cash.

Through a built - in level of protection called the Shield Rate, Shield protects account assets from some of the losses that can derail portfolio performance.

Other than having a database of historic asset returns, an automatic way to download online investment account data into the asset allocation program (to self - input the current portfolio), making trades, and a having a built - in portfolio optimizer, this investment software does everything, and more, compared to other vendors.

The Chrysler Building is taken into account in certain ratios in the CFI but excluded from others since those assets, which are tied up, wouldn't enable Cooper Union to weather a storm the way an endowment or cash reserve would.

Any auditor in the business longer than a day will be able to tell you wonderful stories about customers who have lost just about every document under the sun, from (kidding you not) the company's share register, list of accounts receivable, large assets (buildings!)

If you have built a life and a home in this beautiful state, you have important investments to protect such as your house, retirement accounts, savings and assets.

As reported by BuzzFeed and Jalopnik — and confirmed by The Verge — LeEco imperiled FF's future by leveraging the company's assets to secure a loan for the purchase of a former Yahoo building; forensic accounts discovering $ 300 million in unbooked liabilities; and former employees have expressed concerns about violating the terms of the loan if LeEco and FF's combined net worth dropped below $ 120 million.

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Accountant — Duties & Responsibilities Trained in corporate finance and accounting with a proven record of academic excellence Maintain proficiencies in industry accounting software including QuickBooks Online Pro and PTS Skilled in financial management and customer service best practices Oversee company payroll, P&L statements, credit cards, savings accounts and general ledger Provide exceptional customer service resulting in client loyalty and referrals Build and strengthen professional relationships with clients, vendors, and corporate partners Responsible for corporate cash flow, inventory, and other assets Create spreadsheets tracking sales, customer service, accounting, and other activities and data Author and present reports regarding corporate financial health, customer service operations, and sales Train junior team members ensuring they understand the brand and adhere to corporate protocols Perform all duties in a professional, positive, and timely manner

Sales Manager — Duties & Responsibilities Provide customer service and administrative support across a variety of industries Represent company brand with poise, integrity, and positivity Resolve customer service inquiries in a timely and professional manner Deliver exceptional service resulting in client satisfaction and repeat business Generate significant product sales through networking, referrals, and other tactics Study internal literature to become an expert on company products and services Responsible for official correspondence including letters, emails, telephones, and reception Coordinate meetings, travel arrangement, and special events for senior leadership Assist accounting department with purchasing, billing, and payment collection Direct mailroom operations ensuring accurate and timely shipping and receiving Build and strengthen relationships with key clients, partners, vendors, and coworkers Manage security surveillance ensuring safety of personnel and company assets Oversee office and salon inventory ordering supplies as needed Create a welcoming, clean, and uplifting environment for clients and peers Provide additional support such as data entry and recordkeeping

I know it's been mentioned a lot above but retirement accounts are accessible before age 59.5 and I personally am investing in them as well as looking to build cash for real estate assets (currently have the cash just having a challenge getting the right property... might be being too stingy on the offers).