Sentences with phrase «file opening procedure»

Revisit (or draft for the first time) your client intake form, file opening procedures, calendar system, billing processes, file maintenance practices, file closing procedures, monthly trust account reconciliation process, timekeeping practices, and any other office procedures used in your practice.

Not exact matches

$ 5,119 — $ 9,189 per Month; Final Filing Date: Open Until Filled; Priority Screening Date: March 03, 2018 — For a complete job description please visit http://www.co.monterey.ca.us/personnel/documents/specifications/14N06.pdf APPLICATION & SELECTION PROCEDURES: TO APPLY: Submit the following to the Monterey County Health Department, Human Resources Division, 1270 Natividad Road, Salinas, CA 93906 by the final filing date: Open Until Filled; Priority Screening: March 2, 2018: 1) Monterey County Employment Application form; 2) Resume; 3) Responses to the Supplemental Questions — Or apply on - line at www.co.monterey.ca.us/personnel (Posted 2/Filing Date: Open Until Filled; Priority Screening Date: March 03, 2018 — For a complete job description please visit http://www.co.monterey.ca.us/personnel/documents/specifications/14N06.pdf APPLICATION & SELECTION PROCEDURES: TO APPLY: Submit the following to the Monterey County Health Department, Human Resources Division, 1270 Natividad Road, Salinas, CA 93906 by the final filing date: Open Until Filled; Priority Screening: March 2, 2018: 1) Monterey County Employment Application form; 2) Resume; 3) Responses to the Supplemental Questions — Or apply on - line at www.co.monterey.ca.us/personnel (Posted 2/filing date: Open Until Filled; Priority Screening: March 2, 2018: 1) Monterey County Employment Application form; 2) Resume; 3) Responses to the Supplemental Questions — Or apply on - line at www.co.monterey.ca.us/personnel (Posted 2/27/18)

Make collecting the required information part of your standard procedure when you open any new file.

One of the best administrative tools in marketing is the file - opening procedure: it should include how the client came to you.

Don't overlook or take shortcuts on basic file - opening procedures when handling matters involving foreign law, even where the client also directly retains foreign counsel.

In a handbook, these policies and procedures range from how to access your employee personnel file to your open door policy, your promotion policy, and your Americans With Disabilities Act (ADA) and Equal Employment Opportunity Commission (EEOC) policies.

Understand and follow all office procedures and systems, including opening, closing, POS, cash drawer reconciliation, paperwork filing, and H&R Block products

Responsibilities for this Administrative Assistant job include: • Responsible for scheduling appointments, giving information to callers, making travel arrangements and otherwise relieving officials of clerical work and minor administrative and business detail Set up and maintain paper and electronic filing systems for records, correspondence, and other material • Answer office telephone and give information to callers, take messages, or transfer calls to appropriate individuals • Locate and attach appropriate files to incoming correspondence requiring replies • Greet office visitors and handle their inquiries or direct them to the appropriate person based on their needs • Open, read, route, and distribute incoming mail or other materials and answer routine letters • Complete forms in accordance with company procedures • Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions as needed • Compose, type, and distribute meeting notes, routine correspondence, and reports Qualifications: • Must have Associate's Degree or 2 - 3 years work experience in the field or in a related area • Proficiency in Microsoft Office, with demonstrated expertise in Word, Excel and PowerPoint • Strong attention to detail and follow - up skills Pay for this position is $ 15.00 / hr plus overtime as needed.

• Develop and implement departmental administrative procedures • Manage calendars and schedules • Organize meetings and seminars and handle material acquisition duties • Ensure that university executives are appropriately prepared for meetings and conferences • Provide needed administrative support to student services • Plan the various logistics of university events such as budgets, speakers, promotions and communications) • Provide administrative support to HR by assisting with interviews and providing needed information • Provide administrative support to accounting department by preparing forecasts and reconciling budgets • Write and coordinate grant applications • Draft correspondence and prepare presentations • Take and record minutes of meetings • Prepare notices, memos and university agendas • Research information and record research summaries for university staff • Assist in designing and implementing university policies and procedures • Coordinate university affairs and events • Serve as a liaison to faculty, staff and alumni • Open, review and distribute incoming mail • Plan and arrange conferences and communicate arrangements to appropriate individuals • Supervise, monitor and coordinate activities of administrative staff • Take dictation from staff and faculty to prepare manuscripts and correspondence • Proofread and correct documents • Entertain visitors in the absence of supervisors • Maintain inventory of office supplies and equipment • Order supplies and manage paperwork necessary for purchasing • Design office filing systems and handle office records • Compile information provided by staff and faculty and organize it in the form of reports • Resolve routine conflicts • Follow up and track work flow and provide needed support to various projects • Train subordinates and assign appropriate work duties • Answer, screen and route incoming calls

The Law Offices of Arturo Dopazo III, P.A. (Miami, FL) 8/2005 — 3/2006 Receptionist / Title Processor • Represent the brand with positivity, professionalism, and integrity • Performed general office duties with ease • Answered and transferred phone calls on a multi-phone line system for three law firms • Demonstrated ability to quickly learn organizational processes, workflows, policies and procedures of various companies • Opened and processed files • Ordered title commitments, lien searches, surveys, estoppel letters, payoffs, etc. • Prepared final title policies

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

Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new staff members in daily operations, billing, and company policies Oversaw all financial records, bookkeeping, and accounts payable / receivable Responsible for scheduling of all patient appointments, procedures, and follow - ups Handled all company correspondence ensuring professional image and reputation Served as first point of company contact with clients and general public Provided excellent customer service ensuring client satisfaction and repeat business Maintained confidential client and patient information database Opened new patient accounts and upgraded existing files Inventoried company office supplies and replenished as needed Performed additional administrative duties including faxes and phones Conducted all responsibilities in courteous, polite, and positive manner

Professional Experience Fox Asset Management (Red Bank, NJ) 6/2006 — Present Client Records / New Accounts Associate • Direct customer account records, new account generation, and customer service initiatives • Train and direct junior account associates ensuring compliance with company protocols • Craft detailed reports for senior leadership regarding client trends, revenue, and other data • Verify and prepare all documentation for monthly openings of 150 - 200 new accounts • Establish accurate hard copy files for 520 individual and 480 Institutional accounts • Verify new account inception values for 520 individual accounts by generating daily APL reports • Add 40 - 50 new individual accounts monthly to security database software system • Ensure timely and accurate updates of 1,200 institutional and 520 individual accounts • Implement new technologies, products, and procedures to improve company operations