Sentences with phrase «client files organized»

Highlights Create and maintain the schedules of several executives, utilizing their preferred applications Master of Office Management: support high level executives while simultaneously keeping the office running smoothly and efficiently Superior customer service and problem - solving skills Schedule meetings and make travel plans Compose and send various documents and emails for executives Gather research data and assemble documents and presentations Maintain updated client files Excellent communication skills Experience Executive Assistant 2/1/2011 — Present Ace Company — Teller, GA Coordinate all daily activities for the office while providing exemplary support to the chief executives Schedule regular executive meetings and appointments Employ sleuthing skills to research and collate data for presentations, reports and other documents Collaborate on projects and presentations with other employees utilizing Any.do Maintain the company's social media platforms to develop greater brand awareness Keep client files organized and revised when needed Ensure order around the office by managing regular cleaning of the space

Kept all client files organized and updated information in database and disbursements, and recorded client expenses and prepared monthly client billings.

Proven history of working on multiple accounts simultaneously, developing computer - based idea monitoring systems and keeping client files organized.

Not exact matches

Buy new files, in different colors, and organize them by color: green for financial papers, purple for clients and so on.

Wi - Fi (802.11 b / g) connectivity for expanded coverage, as well as faster Web browsing and file downloading Support for T - Mobile HotSpot @Home add - on plan Enabled for T - Mobile's myFaves SM so customers can stay in touch with those who matter most with quick, one - click access via instant message, e-mail, or by calling or texting their five favorite contacts from the home screen Popular instant messaging clients: AOL ®, Yahoo! ® Windows Live ®, Google ® and ICQ ® 2 - megapixel camera with 5x digital zoom, built - in flash, self - portrait mirror and full - screen viewfinder Advanced media player with search capabilities, full - screen video playback, stereo Bluetooth ® support (A2DP / AVRCP), 3.5 mm full - size stereo headset jack and dedicated volume controls - supports MP3, AAC, WAV, WMA audio and MPEG4, H. 263 and WMV video formats Roxio ® Media Manager for BlackBerry ® (included with BlackBerry ® Desktop Manager software), which allows customers to easily search for media files on their computers, view and organize them, create MP3 music files from CDs, add audio tags, create playlists and automatically copy or convert pictures, music and videos for optimal playback High - performance HTML browser for visiting favorite Web sites while on the go Incredibly intuitive user interface with an easy - to - use trackball, dedicated «menu» and «escape» keys, and context - sensitive menus that make navigation feel instinctive and fast Full QWERTY keyboard for easy text entry Large, ultra-bright 320x240 color display for vibrant imagery Innovative light - sensing technology that automatically optimizes the screen, trackball and keyboard lighting for indoor, outdoor and dark environments E-mail and memo spell - checking available in various languages including English, French, Italian, German and Spanish Premium phone features with Speaker Independent Voice Recognition (SIVR) for Voice Activated Dialing (VAD), dedicated «send», «end» and «mute» keys, noise - cancellation technology to offset background noise, a low - distortion speakerphone for hands - free conversations, and Bluetooth ® support for hands - free use with headsets, car kits and Bluetooth peripherals Intuitive call management features such as smart dialing, conference calling, speed dialing and call forwarding Quad - band GSM / GPRS / EDGE / Wi - Fi network support for international roaming BlackBerry Maps, a mapping application that provides customers with driving directions Built - in Handango ™ InHand catalog of additional software applications available for download Support for polyphonic, MP3 and MIDI ring tones Expandable memory storage via microSD expansion slot Ultra-thin, high - capacity, removable battery that further extends the exceptional battery life for which BlackBerry smartphones are known BlackBerry ® Internet Service support allowing access to up to 10 supported e-mail accounts, including most popular ISP e-mail accounts such as Yahoo! ®, AOL ® and Gmail ® BlackBerry ® Enterprise Server support tightly integrated with IBM Lotus ® Domino ®, Microsoft ® Exchange, and Novell ® GroupWise ®, and featuring IT policy controls for IT departments to manage usage and deployments

TrackStar ™ credit repair business software will increase your productivity, free up your time, organize your client files, improve customer access to information, and streamline your operations.

Clio's time keeping features ensure that each client's monthly quota of billable hours is not exceeded, and provides a neatly organized database for all of the firm's data and files, which are accessible from anywhere.

This 120 - minute webinar will help you better understand the unique needs of your self - employed clients and how they differ from other business owners who file a form Schedule C. Learn how the features of QuickBooks Self - Employed, such as the mileage tracker and estimated tax projector can help self - employed clients stay organized and compliant throughout the year.

Both of us have stood at podiums speaking of the so - called good old paper days, and have described electronic filing systems organized by attorney rather than client / case / matter.

Duties of the paralegal - litigation support include, but are not limited to, all aspects of trial preparation and file management; gathering, organizing, summarizing and indexing of electronic and paper documents and discovery material; assisting with client contact; assisting attorneys at hearings and trials; and litigation support services using advanced software programs.

Paralegals perform a litany of tasks — including drafting documents, preparing attorneys for trial and organizing client files.

While they are not able to give legal advice or perform the duties of a lawyer, they can conduct legal research, review and organize client files, help with closings at trials, prepare documents, and so many other important practices that reduce operational costs.

Daylite allows you to link various types of documents (spreadsheets, PDFs, JPEGs) to specific client files, and then organize and even open those files from within Daylite.

But they know NOTHING about how to file documents in court, using forms and precedents, how to address clients, writing for business (considering in law school all students do is write essays, this is no surprise), how to provide advice to clients, how to organize, etc..

These tools help lawyers organize, prioritize and track the steps they have taken and the issues they have covered when dealing with a matter, whether it be a client file or an office management task.

When it comes to emails, you can integrate with Outlook, Lotus Notes, Groupwise, and Google Mail and organize emails into case files to keep track of all client correspondence.

Organizing paperless client files is simple: organize digital client files exactly how you organized your files before you went paperless.

Credenza was an add - in for Microsoft Outlook that provided the ability to organize client files, phone -LSB-...]

Clio gives Jessica the innovation needed to easily organize client information by matter and attach notes to the file so information is never misplaced or buried.

Maintaining an organized file for all your clients and cases is at the very core of your operations.

In litigation support, we organize electronic discovery and our working files on the server by the specific client matter.

Organizing paperless client files is not much different from organizing paper files, but it is much easier to create those file folders — for Mac users, at least.

You can use these files however you like to organize your work — by clients, matters, projects or whatever.

According to Matt Ryan, Legal Files Software Senior Consultant, «We aren't here to change the practice of law, we just want to make it more efficient and organized for our clients.»

Embracing cloud practice management software such as Rocket Matter — the example we use in this piece — is essential for law firms to operate efficiently and effectively and to help manage daily workflows and organize client files to achieve a mostly paperless office.

Working closely with Caleb Walker and Candace Carter - Smith, she helps keep clients» files up to date and organized.

Manage communication with clients, save documents and files online, and organize your legal calendars and court dates all in one place.

We don't want our clients to change their processes and procedures to fit Legal Files Software, so our matter management software adapts to a legal department's current system to help keep it organized and efficient.

If you have a client who reaches the point that they can not afford to continue with your services but their matter is not yet resolved, ask your office manager or assistant to provide them with a well organized file of their documents and materials to take with them, at no additional cost.

â $ cents Minimum 5 years of Litigation experience â $ cents Confident and dependable, with strong initiative and ability to work both independently and in a team oriented atmosphere â $ cents Organize and maintain client files â $ cents Experience liasing with clients, insurance adjusters and defence counsel â $ cents Prepare and edit correspondence and legal documents â $ cents Assist with authorizations, undertakings, discoveries and productions â $ cents Drafting pleadings, routine motions, affidavits of documents, pre - trial / mediation memos, etc. â $ cents Reviewing and summarizing medical documentation â $ cents Trial preparation â $ cents Responsible for tracking limitation periods â $ cents Prior experience working with Ontario & Superior Court of Justice â $ cents Draft and respond to correspondence â $ cents Initiate follow - up as required and communicate with clients â $ cents Calendar management, scheduling meetings and arrange examinations for discovery and mediations â $ cents Coordinate and monitor administrative functions to ensure completion of work accurately and in a timely manner â $ cents Act as liaison between clients and lawyers â $ cents Other duties as required

We provide efficient services to our customers for tax return filing services and take every care to ensure that this is carried out in an organized manner so that clients are not hindered by tax liabilities of any kind.

Performed monthly facility environmental reports, Created a detailed log of activities and behaviors each shift, Medication administration, Schedule planning, Transportation coordinator, Meal preparation, Supervised up to 5 clients per shift, Sanitize and organize facility and files, Filing, Attend monthly employee meetings.

Calendared court dates, organized client files, performed light bookkeeping and answered phones

Front Desk Clerks work at the reception areas of hotels and other organizations; these employees complete duties such as welcoming visitors, taking phone calls, answering to client inquiries, sorting correspondence, helping to organize meetings, preparing and serving coffee, maintaining the reception area clean, collecting payments, filing documents, sending emails, issuing parking permits, taking messages, and maintaining calendars.

Design and organize client meetings and events including all venue / vendor sourcing and budget management.Selected accomplishments: • Increased client referrals 25 % by conducting in - person meetings and consistent client management • Acquisition of 2 major national client contracts in 3 months through presented sales proposals • Created cohesive company marketing collateral packages including logo development & printing • Streamlined client file organization by the creation of excel based spreadsheets to track client contact & sales resultsBusiness Development Project Manager, Company Name1 / 2006 — 5 / 2007Appointed lead business development strategist for initial contact with new clients.

Performed general office duties to include: cleaning, making confirmation calls, assisting clients with checking in / out, providing general information, filing, organizing.

Employers select candidates who are able to complete the following work activities: answering phone calls, offering information to clients, organizing and attending meetings, updating records and maintaining filing systems, ordering office supplies, making travel arrangements, greeting guests, and facilitating communication between departments.

Supervised File Room while keeping shelves organized according to client and packet contents.

Essential duties of a Professional Organizer are discussing requirements with clients, eliminating clutter, teaching clients how to be well - organized, recommending paper management techniques, developing filing systems, planning office space, and organizing clients» spaces.

Performed various office duties including filing client records, scheduling appointments, organizing a computer database, interfacing with vendors, answering phones and making follow up calls

Special talent for performing general legal secretarial duties, processing mail, managing calendars, opening accounts and organizing and maintaining electronic and paper client files.

If you don't know how to use Access or another database program, you can keep databases in Microsoft Excel or any other file that allows you to organize and use data to generate reports or client mail lists.

Legal assistants must be able to master a firm's computer software for organizing client files and tracking incoming cases.

Excellent ability to maintain organized client payment files, has developed several innovative way to track policy renewal dates and is also responsible enough to maintain -LSB-...] Continue Reading →

Answer and direct phone calls Organize and schedule appointments Plan meetings and take details minutes Write and distribute email, correspondence, memos, letters, faxes and forms Assist in the preparation of regularly scheduled reports Develop and maintain a filing system Update and maintain office policies and procedures Order office supplies and research new deals and suppliers Maintain contact list Book travel arrangements Submit and reconcile expense reports Provide general support to visitors and act as a point of contact for internal and external clients Liaise with executive and senior administrative assistants to handle requests and queries from senior managers Other duties as assigned Job Requirements Qualifications for the Administrative Assistant Position:

PROFESSIONAL SUMMARY Helpful, punctual, and persistent law professional with 12 years of hands - on experience in organizing, managing and updating client files and pleadings.

• Maintained all files, employee and client data neatly organized and archived in the office.

• Demonstrated ability to analyze data and generate well drafted reports based on the same • Capable of organizing office data into section files and retrieve the same as per need • Skilled in personnel management and public dealing • Substantial knowledge of client / partner liaison protocols • Well - versed in preparing correspondence and front desk operations • Customer oriented approach towards work • Matchless computer skills • Proficient in understanding and taking instructions, acting promptly upon the same

Highlights of Qualifications • Demonstrated ability to maintain the workflow of the office by insuring that all systems are in place and running appropriately • First - hand experience in organizing and scheduling appointments and planning details of meeting • Qualified to develop and maintain filing systems in accordance with the company's established procedures and protocols • Competent in acting as a sole point of contact for both external and internal agencies and clients

• Organize and carry our market and trend research activities • Write copy, press releases and promotional literature • Assist marketing team by handling administrative details for each marketing campaign • Provide support in arranging and producing marketing materials for campaigns • Organize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective commuOrganize and carry our market and trend research activities • Write copy, press releases and promotional literature • Assist marketing team by handling administrative details for each marketing campaign • Provide support in arranging and producing marketing materials for campaigns • Organize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective commuOrganize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective commuorganize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communication