Sentences with phrase «for file retention»

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.

You may wish you had destroyed a file sooner for practical purposes (see above), but you will not have an ethics problem for your file retention policy if you keep a file longer than required.

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.

Not exact matches

Our huge selection includes application - specific boxes for moving, hazardous materials, insulation, printing, master packing, retention / suspension and file storage.

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

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.

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.

For example, if the file contains attorney work product, a copy can probably be kept by the lawyer who created it.2 However, if the file contains confidential client information, retention may be governed by a protective order or confidentiality agreement.

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.

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.

Automate your retention policies, workflow reviews, and disposition for all your files to ensure compliance.

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.

He is an expert in retention for physical and electronic files.

For many reasons, file retention and destruction is a complex issue.

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.

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

Handles responsibilities including participating in site feasibility, contributing to site level recruitment and retention strategy, reviewing study files for completeness, & other assigned tasks.

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.

Maintained records and files, and arranges for disposition or storage in accordance with regulatory requirements for records retention

Administrator for record retention and electronic filing.

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.

• First - hand experience in scanning files for record retention and disposing off unnecessary records as per regulations

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

Maintains HR records, employee personnel files, and is responsible for record retention procedures

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.

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.

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

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