Sentences with phrase «business record retention»

There is one type of business record retention about which even the one - person writer shop needs to know, and that is your contracts and agreements.

Not exact matches

«As an accomplished management executive with an impeccable record of expertise in multi-site remote hospitality management, we are confident Oliver's skills and leadership capabilities will align perfectly with our financial, client retention and business objectives in Dallas and Fort Worth.»

While there is no bright - line test regarding the duty to preserve, legal personnel should ensure their organizations have appropriate records retention policies that define procedures that meet both business and legal requirements.

The identification, retention, accessibility and disposal of records for legal compliance and / or necessary for business operation.

They consistently have done excellent work for us, including efforts implementing scanning, records management and business intake systems, developing records retention policies, and managing off - site records storage, among other things.

Here are reasons I've fired or not hired outside counsel: (1) attempting to go around me and directly to the business client; (2) giving me what turned out to be a wrong / incorrect answer after I'd delivered that wrong answer to a client; (3) forgetting I was the boss; (4) not having a strong enough track record in the hiring / retention / promotion of women and / or lawyers of color.

A closely related issue is how long you need to retain a document, something for which law firms and businesses often establish a «records retention policy» that depends mostly upon the relevant statute of limitations and the domestic laws that apply to the company.

In one key aspect of records retention — responding to a preservation order or so - called litigation hold — businesses have taken heed: 89 % of in - house counsel said their companies now have litigation hold procedures in place.

Defining the record retention period in the schedule is a combined legal and business function, said Nevin.

He provided leadership in all legal matters and a number of business units, including real estate, insurance, privacy, pensions and record retention.

Representation of a global Fortune 50 financial company in banking, insurance and asset management business with assets under management in the U.S. and abroad of approximately $ 2 to $ 3 trillion; he assists this client in revising and updating their global records retention and information security policies, and in implementing new preservation policies and litigation hold protocols

Highly experienced Target Team Leader brings a proven track record of employee retention and loss reduction.Understands Target's brand and philosophy and consistently delivers high productivity and quality.Has a Bachelor's Degree in Business Management and ten years of Target Team Leader experience.

Recruitment Consultant - Generalist Desk - Temp / Perm Key Facts: • Dual generalist sector, perm / temp desk • Award - winning business • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 30 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Only applicants with relevant recruitment experience in an agency environment will be considered Benefits • Pension • Healthcare • Further Learning and Development (In - House and External Training) The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Recruitment Consultant — Senior Appointments Perms / Interim Key Facts: • Exec level Perm / Interim Desk • Senior candidates / professional sector • Award - winning business • Free parking • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 35 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Benefits • Free Parking • Great bonus scheme • Warm desk / professional sectors The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Recruitment Consultant — Supply Chain Sector Key Facts: • Supply Chain Sector Perm / Interim Desk • Award - winning business • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 40 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Benefits • Pension • Healthcare • Further Learning and Development (In - House and External Training) The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Recruitment Consultant — Technical / Engineering Sector Key Facts: • Technical / Engineering - Perm / Interim Desk • Award - winning business • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 40 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Benefits • Pension • Healthcare • Further Learning and Development (In - House and External Training) The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Recruitment Consultant — Generalist High Street Sector Key Facts: • Dual desk temp / perm - high street / generalist sector • Award - winning business • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 30 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Benefits • Pension • Healthcare • Further Learning and Development (In - House and External Training) The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Amassed an impressive record of 94 % client retention by understanding their unique business needs; grew key major accounts by 60 %.

PLUS... - Follow - up materials to increase your retention and application of the information - Lifetime access to the Pricing & Packaging, Building Your Social Brand, and Speaking to Build Your Business Master - E-Sessions recorded in 2016 (a $ 150 + value) Investment: $ 339 ($ 309 for ACRW, CPBS, & CTL Associates)

• Track record of initiating contact with prospective customers and converting them into business - providing patrons • Well - versed in following sales initiatives, aimed at achieving selling targets • Exceptional public relation skills, targeted at ensuring excellence in customer service provision • Able to handle tight deadlines and work back - to - back shifts during peak hours • Special talent for demonstrating store products, with the aim of selling to customers what they need • Particularly effective in inventory control procedures, order processing and shelves stocking, in sync with store procedures and protocols • Skilled in handling adverse situations involving irate customers by providing solutions to ensure customer retention • Excellent communication and interpersonal skills, targeted at working harmoniously alongside peers, supervisors and clients • Hands - on experience in leading store and product promotion activities, in accordance to popular marketing and promotional directives • Able to work well under stressful situations brought on by customer pressure or tight deadlines • Functional ability to employ persuasive skills, aimed at focusing customers» interest in new products and upgrades • Expert in handling merchandising activities, organizing store displays and working alongside marketing personnel to edict a positive image of the store

Solid track record of client retention and satisfaction in competitive markets in a range of business sectors.

• Adept at handling both complex POS machines and typical cash registers with equal ease • Focused on providing excellence in customer services within the food service industry • Demonstrated expertise in tabulating billing data and handling correlating record maintenance services • Proficient in handling complaints with special focus on customer retention and recurring business

Bringing track record of success providing tier - one services with an intention to ensure recurring business and customer retention.

• A self - starter who has a deep desire to exceed sales goals • An interest in retail sales work with special focus on customer service and business retention • Demonstrated ability to negotiate transactions to successful conclusions, aided by persuasive skills • Known for rapidly gain customers» confidence, along with a stellar performance record

Demonstrate a track record of cutting - edge business development initiatives and client acquisition and retention efforts that align perception and creates distinction among competitors.

Recruitment Consultant Executive Search and Selection Key Facts — • Search desk • 100 % retained • Award - winning business • Superb office facilities • Established International client base - Go to brand • Very experienced team / management team • Base salary to # 45 k + bonus — negotiable — will consider Equity Benefits — • Pension • Healthcare • Fantastic reward scheme / profit share • Further Learning and Development (In - House and External Training) The Company — My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Experienced, results - driven and well - heeled Sales Management executive with demonstrated track record of superior client acquisition / retention, customer service, and superlative business development proficiencies.

Dynamic, experienced and knowledgeable Mortgage Loan and Sales Account Management Professional with a demonstrated track record of leading aggressive customer service, client acquisition / retention, sales and business administration strategies that translates to bottom line success.

Dynamic results - oriented audience development and subscription management executive offering a proven track record of accomplishment leading the strategic development, creative design and tactical execution of a broad range of marketing, business development, branding and customer retention / loyalty programs.

Recruitment Consultant Technical Engineering Sector — Dual Desk Temp / Contractors / Perm Key Facts: • Award - winning business • Superb office facilities • Established client base and enviable reputation for quality of service • Very experienced team / management team • Very low staff turnover • Base salary to # 35 k + bonus - negotiable WILL CONSIDER HIGHER BASIC SALARIES FOR PROVEN RECRUITERS Benefits • Pension • Healthcare • Great Reward / profit share scheme • car allowance • Further Learning and Development (In - House and External Training) The Company My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

Bank of America -LRB-[Insert City, State]-RRB- 9/1988 — 11/1992 Customer Service Representative / Head Teller • Conducted customer transactions and processed new account opening procedures / documents in a professional, client - focused manner which promoted business retention and branch revenue growth • Maintained detailed logs and records while organizing critical and sensitive client / branch files, providing oversight to and execution of various branch operations • Performed all required computer operations necessary to facilitate customer transactions, including data entry and account maintenance tasks • Assisted management with various other duties as assigned

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

Import / Export Compliance Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various operational, support and administrative functions and ensuring both efficient organizational communications and on - going process enhancements Develop and maintain all trade compliance policies and operations procedures, updating regularly according to regulatory enhancements initiated by the US government and other related agencies Provide continuous assessment of all execution and resource utilization tasks, while furnishing oversight and guidance regarding process efficiency, delivery and receiving requirements and schedule adherence Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both staff and client satisfaction, and ensure adherence to related quality control standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Prepare complex licenses and agreements in support of all programs, including temporary / permanent export licenses (DSP 5, 6, 61, 73 and 74), foreign employment licenses, technical assistance agreements and amendments, warehouse distribution agreements and other functions Ensure adherence to all Bureau of Tobacco Firearms and Explosives (BATFE) compliance, including submission of permits (ATF 2, 3, 5, 6 and 9), USG and foreign transfers / variances, record - keeping requirements, destructive device movement and shipping requirements Address key client, personnel, and management queries and resolve them in an expedited manner, promoting sustained operational growth through business retention and the leveraging of available resources Oversee critical functions related to technical data transfers and data management, foreign travel and foreign visitor requests Educate, supervise and lead staff in the execution of all related functions, including the execution of audits and briefings Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to position function Act as a liaison between clients, vendors, support staff and other management partners to facilitate information flow

Business Manager — Duties & Responsibilities Responsible for daily operations, sales, and customer service for a variety of businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, and other tactics Represent company brand with poise, integrity, and positivity Create and implement successful advertising campaigns to generate new business Analyze market trends, consumer behavior, and craft sales strategies Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales and customer service training for new team members Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to budgets and sBusiness Manager — Duties & Responsibilities Responsible for daily operations, sales, and customer service for a variety of businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, and other tactics Represent company brand with poise, integrity, and positivity Create and implement successful advertising campaigns to generate new business Analyze market trends, consumer behavior, and craft sales strategies Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales and customer service training for new team members Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to budgets and sbusiness Analyze market trends, consumer behavior, and craft sales strategies Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales and customer service training for new team members Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to budgets and schedules

Business Manager — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Build and strengthen relationships with key clients, industry figures, and community leaders Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Negotiate contracts and agreements with vendors, distributors, and partners Support human resources department through benefit administration and performance evaluations Set and strictly adhere to company budgets and project timelines Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Implement training and development programs to reinforce branding and develop team skillsets Design and execute employee recognition program to boost morale and individual efficacy Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity Consistently promoted and awarded for excellence in management, sales, and customer service

Marketing & Fundraising Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Develop and implement comprehensive marketing campaigns and all collateral materials Proficient in copywriting, editing, and digital photography Responsible for business development through corporate and community partnerships Build and strengthen professional relationships with community leaders, business partners, and coworkers Represent company brand with poise, integrity, and positivity in television and radio interviews Conduct public relations activities and attend relevant events, fairs, and conferences Coordinate and participate in charitable events in service of the local community Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain records of site visits to potential and existing clients to assist in assessing their future needs Consistently exceed location revenue goals through effective marketing and sales tactics Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Study internal literature to become an expert on products, corporate history, and mission Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform administrative tasks including filing, data entry, phones, and other tasks as needed Set and strictly adhere to budgets and schedules

Sales Manager — Duties & Responsibilities Responsible for daily operations, sales, technical support, and customer service for wireless retail business Consistently meet or exceed sales goals through networking, cold calling, and other sales tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales, customer service, and technical support workshops for new team members Negotiate and execute contracts with C - Level decision makers Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Provide administrative assistance including phones, data entry, and recordkeeping as needed

Administrative Assistant — Duties & Responsibilities Provide effective administrative support services across a variety of industries Represent company brand with poise, integrity, and positivity Strictly adhere to department budgets and project timelines Responsible for tracking and replenishing office supplies and product inventory Study internal literature to become an expert on products and services Develop and strengthen relationships with vendors, customers, and coworkers Encourage high customer retention by maintaining friendly, supportive contact with existing clients Generate record sales through networking, referrals, and other tactics Manage complex, high volume telephone systems and in person reception duties Oversee financial records, bookkeeping, and accounts payable / receivable Provide excellent customer service ensuring client satisfaction and repeat business Consistently recognized for excellence in customer service and operational support Proficient in Microsoft Office suite, software troubleshooting, and minor hardware repair Perform additional administrative duties including faxes, photocopying, and filing Conduct all responsibilities in courteous, polite, and positive manner