Sentences with phrase «handle on their financial needs»

This means that both parties need to have a good handle on their financial needs, and all expectations need to be detailed in a written agreement to prevent misunderstandings.

Not exact matches

Once you have a handle on your own financial needs, you'll want to check your credit.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

It's the fans that keep sacrificing because this team can't get their head out of their own ass... please give me some examples when a top club ever let their best player leave for free at the end of a season... Wenger needs to go to PSG and get some money and talent for Sanchez so that we can end this nonsense once and for all... then he needs to publicly apologize for the way in which they handled the whole situation... if they allow Sanchez to go for free there is no way this club, under the tutelage of Kroenke and Wenger, will ever layout the necessary coin to replace such a talented player, especially considering that Wenger will be a lame - duck manager once again in the final year of his contract and we know how well that went last year... open your eyes people, Wenger has spoken publicly about how he hopes that the next manager can take this club to the next level... WHAT?!?... he then went on to speak about leaving them in the perfect position to be successful, which is one of the reasons why several pundits felt Wenger would leave after last season based on the financials and the fact that so many players had only one year left on their respective contracts... who says this shit??? If you believe you're leaving things in the best possible shape for your potential successor to achieve greatness it raises a couple of serious questions: Why can't you take things to the next level if everything is as great as you say?

Only a boat insurance policy can provide you with the full coverage you need to handle the many different types of hazards and potential financial losses you face when you take your boat out on the water.

But it has not altered his view on asset allocation, and his investment philosophy remains intact: Don't take more risk than you need to achieve your financial goals, and calibrate those needs with what your stomach can handle.

The last thing the United States needs, considering the challenges we face — from getting a handle on financial complexity to tracking the gigawatts and gigatons involved in the energy and climate challenge — is mathematics taught as dusty history.

We will handle the difficult aspects of the process so that you can focus on getting healthy, and we will help you get the financial compensation you need.

If you're going to start such a business that is open to the public, lets members of the public interact with loaning their personal property and handles financial transactions, you really must have professional legal advice for all aspects of such a business, which includes but are not limited to: drafting a TOS, advising you on the federal and state and banking laws that cover financial transactions and credit cards, advising you on state and federal privacy standards for user information, advising you on what types of insurance you need for your business, and advising you on the technical aspects of the App itself.

People who have been in an accident need answers to their financial questions, and they often feel they can save money by handling their case on their own.

Only a boat insurance policy can provide you with the full coverage you need to handle the many different types of hazards and potential financial losses you face when you take your boat out on the water.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Typical duties seen on an Advertising Consultants example resume are seeking out new clients, determining client needs, developing and proposing strategies, making sure materials are ready on schedule, and handling financial aspects for those who are self - employed.

Bank Teller • Welcome clients and establish relationships with them in a bid to provide exceptional customer services • Interact with clients in order to understand their banking and financial needs • Provide clients with information on latest products and services that they can gain from • Assist clients in fulfilling their banking needs by directing them to concerned banking officials • Create a list of potential clients leads and provide marketing / relationship managers with information on those leads • Receive and process financial instruments such as checks and cash • Ensure that there is enough cash in the cash drawer at the beginning of each shift • Make sure that the cash drawer is tallied at the end of each shift • Handle any discrepancies in cash on immediate basis • Create end of the shift cash and client reports on a daily basis

• Documented success in generating sales by providing outstanding customer services and expanding and maintaining product knowledge • Well - versed in setting up new displays in an aesthetic manner and according to the store's policies • Special talent for producing novel and unique concepts for merchandize presentation • Exceptional knowledge of building, adjusting and removing product displays in accordance to company's directives • Adept at providing and maintaining positive work relationships with team members to ensure appropriate merchandising solutions • Demonstrated expertise in smoothing out frontend and backend work processes to ensure a positive shopping experience for customers • Particularly effective in upholding stock levels and handling pricing duties for multiple product lines • Adept at organizing and handling inventory and communicating effectively with retail merchants • Focused on reconciling orders with financial plans and forecasts • Excellent ability to recommend merchandise based on customers» needs and upselling associated products • Competent at leading promotional activities and ensuring that store and warehouse security practices are appropriately placed

• Assisted in determining financial solutions for new clients intending to invest in the stock market • Performed research and analysis on current viable stocks and provided information to clients on whether they should invest or look for other opportunities • Provided clients with information on stock market trends and fruitful stocks to invest in • Handled clients» hedging and carry - over trading needs by providing them with information on ways of investing through these avenues • Indulged in buying and selling activities on behalf of clients by following designated buy / sell protocols • Provided confirmation to clients regarding executed orders and assisted in creating and distributing execution reports

clients to manage all their financial needs Handle personal and business banking clients Identified prospective... opportunities Make recommendations based off of financial objectives Open new accounts Research and resolve..., advise on and promote bank products and services to customers Proficient in powerpoint and learning

E * Trade Financial, Rancho Cordova, CA Accounts Payable Lead Administrator 1999 to 2006 Recognized by Management for handling (3) Company's processing invoices Processed 600 Bank invoices for (3) separate Companies Resolved 120 invoices on payments hold issues per month Processing, eliminating need for (5) full time employees Audited 300 invoices a week for all E * trade and Banks invoices Managed processor workflow for processor daily statistics Trained new employees on core procedures and departmental functions Set - up vendor maintenance for all companies Handled Customer Service for all inquires for payment.

Collector III (9/2007 — 9/2008) • Aided non-prime borrowers in bringing loan payments current utilizing a variety of related programs, providing customized solutions based upon individual financial needs • Assisted team manager with maintaining and distributing month - end numbers to peers, providing relevant information to help staff achieve all individual as well as team monthly goals • Created and facilitated various training classes to assist peers with negotiation skills, reducing the past - due loan balances outstanding while improving departmental bottom - line • Coached prime and HAD agents on negotiation skills as well as objection handling and time management

Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth

E * Trade Financial, Rancho Cordova, CA June 1999 - September 2006 Accounts Payable Lead Administrator Recognized by Management for handling (3) Company's processing invoices Processed 600 Bank invoices for (3) separate Companies Resolved 120 invoices on payments hold issues per month Processing, eliminating need for (5) full time employees Audited 300 invoices a week for all E * trade and Banks invoices Managed processor workflow for processor daily statistics Trained new employees on core procedures and departmental functions Set - up vendor maintenance for all companies Handled Customer Service for all inquires for payment.

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sfinancial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sFinancial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

In a litigated case, temporary needs are usually handled in a lengthy court hearing requiring testimony of both parties, in addition to the possibility of two financial experts and mental health professionals testifying on child issues.

Mediation is well suited to handling the financial side of divorce, and a skilled mediator will be able to provide you with the knowledge and guidance needed to work out your finances on your own.