Sentences with phrase «document filing retention»

Not exact matches

In December of 2000, Quattrone sent an email to employees reminding them of their obligation to clean up files after an IPO, subject to Credit Swiss First Boston's (CSFB) document retention policy.

It is difficult to put forth a «sample» document destruction policy applicable nationwide due to the immense variation in state rules on ethical obligations for file retention, though the basics of one are included below.

Pre-Petition «Next Step» workflow processing moves your cases quickly from the initial conference to retention, file opening, waiting for payment, document collection, petition preparation and signing, through filing.

The janitor focuses on the format (email) whereas a record retention schedule must target «records», i.e. document types (contract, proceeding, filing, correspondence, waybill, etc.) and be technology neutral.

Copy, scan and file documents, review and update records for retention, locate and identify lab notebooks, plan and execute work to ensure completion.

Provided assistance for file maintenance in electronic medium utilizing retention database from internal documents.

10/2008 — 03/2010 Metro Corporation — Greenville, TX Document Review Clerk • Scanned materials and coded them numerically, alphabetically or by subject matter • Extracted certain collateral documents from servicing files • Copied and scanned all completed servicing file documents into system for retention and customer service • Denoted servicing files with errors and maintained required collateral documents

• Demonstrated knowledge of using a variety of data entry programs • Familiarity with designing and maintaining organized filing systems with an aim to ensure data integrity • Comprehensive knowledge of maintaining file room logs and document retention schedules • Able to work on rotating shifts and handle physically demanding work with compete precision and accuracy

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

Designed electronic file systems and maintained electronic and paper files.Handled all media and public relations inquiries.Maintained the front desk and reception area in a neat and organized fashion.Served as central point of contact for all outside vendors needing to gain access to the building.Facilitated working relationships with co-tenants and building management.Made copies, sent faxes and handled all incoming and outgoing correspondence.Created weekly and monthly reports and presentations.Organized files, developed spreadsheets, faxed reports and scanned documents.Properly routed agreements, contracts and invoices through the signature process.Managed the day - to - day calendar for the company's senior director.Received and screened a high volume of internal and external communications, including email and mail.Managed daily office operations and maintenance of equipment.Maintained detailed administrative and procedural processes to improve accuracy and efficiency.Coordinated meetings with other department managers and served as main liaison between sales and field staff.Scheduled and confirmed appointments for entire management team.Provided support for CEO and sales team in managing operation work flow.Successfully established effective systems for record retention by creating database for daily correspondence tracking.Developed more efficient filing systems and customer database protocols.Qualified competitive subcontractor bids prior to execution of contracts.Submitted all project closeout documents in accordance with the contract.Assigned projects and tasks to employees based on their competencies and specialties.Accurately provided status information on project progress to the project management.Monitored the safety of all construction activities, making on - site personnel safety the top priority.Acted as the liaison with company safety representatives to promote awareness and understanding of safety protocols.Increased the employee base by 50 % to meet changing staffing needs.Advised managers on organizational policy matters and recommend needed changes.Conducted new employee orientation to foster positive attitude toward organizational objectives.Directed personnel, training and labor relations activities.Served as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work - related problems.