Sentences with phrase «file retention of»

Not exact matches

A Feb. 2012 incident found unlawful retention of more than 3000 files the FISA court ordered the NSA to destroy.

The official registration form noting Dick's retention of Glover to push for gun control was filed on Monday morning.

The anti-graft agency filed a 17 - count charge bordering on unlawful retention, unlawful use and unlawful payment of money to the tune of N4.9 billion against the defendants.

Nine young people and their families filed suit against California's laws on teacher retention and dismissal, which, they say, protect bad teachers and deprive students of a high - quality education.

More recently, the advocacy group Parents United for Responsible Education put the issue on the front burner when it filed a federal civil rights complaint against the district's retention policy because of its disparate racial impact.

The length of time a record remains on the NDR file is governed by the reporting jurisdiction's records retention laws.

It would require them to notify consumers the first time a creditor reports negative information about them, and it would cut the maximum time for retention of adverse information in bureau files to four years instead of seven in most cases and to seven years from 10 years for bankruptcies.

CCDS retention policy provides that files regarding financial counselling only sessions are retained for a maximum of 7 years from the date of the last counselling session, after which time the files are permanently destroyed.

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.

That act, referred to in this article as the «Implementing Act» states that, «A person whose rights of custody with respect to a child are breached due to removal to or retention in Japan may file a petition against the person who takes care of the child with a Family Court to seek an order to return the child to the state of habitual residence pursuant to the provisions of this Act.»

They required Mrs Imerman to deliver the seven files to Mr Imerman's solicitors and prohibited the retention of copies.

Absent this requirement, some lawyers want to keep a copy of the file to ensure the ability to respond to a future disciplinary complaint or to comply with rules about file retention.

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.

It also provides a basis for setting client expectations on file retention from the opening of a new engagement through the destruction of the file.

Nationally, the ABA spoke to file retention and destruction back in 1977 when it issued Informal Opinion 1384, Disposition of a Lawyer's Closed or Dormant Files Relating to Representation of or Services to Clients.

The most explicit guidance on the time period for file retention is ABA Model Rule 1.15, which states in subsection (a) that an attorney shall maintain records of the client's funds «and other property» for a period of time after the termination of the representation.

Six year retention period beginning at final distribution of matter contained in the file: New Hampshire

This policy is set forth to memorialize the Firm's processes and procedures for retention, review and destruction of client files following termination of representation.

Once initial contact has been successfully made with you, any contact information provided is moved into our firm's file retention system or discarded, depending on the outcome of our initial contact.

Thus file management and retention of closed matters is key, it is worth devoting time to this issue on the acquisition of a practice.

Spotify's «Family Plan,» a variation of which launched in 2014, as well as its «Student Plan» appear to be driving a significant portion of the company's growth and improving retention, as the company points to it multiple times in its filing for a direct listing on public markets today.

Prepare, manage, track correspondence; organize, maintain, distribute, and manage retention of electronic and hardcopy files.

Indefinite file retention for future updates (and backup in the event of a computer crash, canceled email accounts or lost files).

Develop and implement processes for filing, storage, retrieval and retention of the medical records, increasing productivity and efficiency

Create the physicians working file (soft chart) for retention of progress note, if required.

Assists in maintaining databases, including governance and participant listings.Assists in implementing procedures for systematic retention, protection, retrieval, transfer, and disposal of records (electronic and paper) and maintaining files accordingly.

• 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

Phoenix, AZ Inbound and outbound sales, customer service, and retention of newspaper subscriptions... Skills account management, Crystal Reports, customer service, data entry, filing, insurance, Lotus... techniques Meticulous attention to detail Focused on customer satisfaction Skilled multi - tasker Training and

Record keeping, documentation, and record retention (e.g., length of time prescriptions are maintained on file)»»

Scheduled Board of Directors meetings and assisted with meeting materials and agendas.Maintained and coordinated executive and senior management vacation, day - to - day meeting and travel schedules.Served as a professional representative of the CEO to executive clients, investors and board members.Collaborated with other administrative team members, human resources and the finance department on special projects and events.Developed and managed third - tier resolution process to resolve issues originating from the customer retention team.Provided logistical support to visiting executives in coordination with other Executive Assistants.Handled and distributed all incoming and outgoing mail.Wrote and distributed meeting minutes to appropriate individuals.Open, read, and wrote answers to routine letters.Created and maintained computer - and paper - based filing and organization systems for records, reports and documents.Investigated issues and problems and drafted responses to urgent requests.Served as a liaison between company president and clients regarding client accounts and new business.Approved travel expenses and reimbursement requests.

Manage the full complement of corporate HR functions — strategy formation / implementation, compensation, benefits, employee communications and relations, employee retention, payroll (and related reporting and tax filing), employment law, financial and statutory reporting, regulatory compliance, and related policies, services and confidential recordkeeping..

Data storage management: maintain process of file retention (per accountant guidelines).

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.

Summary of Skills q Knowledgeable in [administrative function] q Problem resolution q Meeting deadline q Microsoft Office skills q Meets / exceeds goals q Project Lifecycle Management q Self motivated q Multi-Task Management q Results - oriented q Strong follow - up and organizational Skills Accomplishments Data Entry q Improved client data retention 15 % entering data from paper files into comprehensive database for easier reference.

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

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

There may be benefits of choosing a legal separation over a divorce, such as the ability to file a joint tax return and the retention of medical benefits.

Resolve the issues about confidentiality, listings, ongoing files, client retention, return of your property and the employee becoming a competitor.

After you complete your hours, we will instantly email you a copy of your certificate in a PDF file to make the retention requirement really easy.

Thanks to meticulous record retention, David Bronson, broker - owner of Bronson America, REALTORS ®, in Binghamton, N.Y., prevailed in a lawsuit he filed two years ago to secure his commission on a sale he worked on in Ithaca, N.Y.