Sentences with phrase «including document management companies»

Rule 5.3 is written in the context of in - house assistance, but comment 3 to Rule 5.3 clarifies that it also applies to non-lawyers who provide services you contract — including document management companies and contract paralegals: «When using such services outside the firm, a lawyer must make reasonable efforts to ensure that the services are provided in a manner that is compatible with the lawyer's professional obligations.»

Not exact matches

Available applications include: digital catalogues and a guide to point of sale preparation dedicated to fashion industry networks; Sales Force Management applications dedicated to managing sales on the move; a Tool Enterprise Social Network targeted at team working inside and outside companies; and a Signature Workflow Management app for the digital signature of corporate documents.

The Company provides information management and electronic commerce systems and services, including transaction processing, electronic bill payment and presentment, business process outsourcing, document distribution services and software.

When the device first launched in the U.S., the document - management company Worldox was selected to be its exclusive U.S. distributor and the device including synchronization capacity with the Worldox platform.

Beginning with secure document storage and evolving with technology advancements and our customer's needs, EDM is now the only company that can offer an entire suite of Information Management solutions including records storage (physical and cloud - based) and destruction, printing and mailing, scanning and indexing, and digital mailrooms.

He first talks to client services director Ben Jennings about the company's move beyond transcription into the broader world of document production, and then it is over head of new business David Jones to discuss the company's latest products, including the Smart Notes system which integrates speech recognition with file notes and document management.

• Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer / sales, supplier, joint development, and distributor contracts • Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects • Worked with risk management department to coordinate contractual insurance requirements • Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements • Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions • Ensured proper completion of a wide variety of agreements • Monitored compliance by company employees with established procedures • Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness

Example: I am confident that this experience, coupled with the modules I'm currently undertaking as part of my Diploma (including budgeting, business document production and event management), will have an immediate impact on the business and allow me to help Company Ltd build upon their reputation as the biggest supplier of paper and packaging solutions in the UK.

Worked with external clients at all levels to provide system access for [company name] proprietary applications including Origination and Underwriting System (OUS), Document Management System (DMS) and various applications used for the purpose of underwriting multifamily loans.

Managed compliance to regulatory requirements of a highly complex portfolio of 100 + IT systems used in support of company's QMS, including validation, document management and change control

Performs and documents photo equipment maintenance and upkeep, including following company guidelines and local, state, and federal regulations in performing, logging, and responding to silver recovery test and output measurement, following proper equipment startup and shutdown procedures, maintaining and ensuring chemical integrity, and reporting down equipment to vendor and or / management.

Best Buy, Durant, OK (6/2009 to Present) Inventory Specialist • Supervise receipt of materials from delivery vehicles and ensure that they match packing lists • Ascertain that security tags are applied to products and that they are moved to storage areas safely • Oversee merchandise packaging for shipment purposes and complete bills of lading for transfer purposes • Ascertain appropriate stocking of merchandise to ensure their safety • Maintain company ins - stock positions at acceptable levels by investigating overstocks and out of stock issues • Oversee on - hand counts and investigate any discrepancies such as negative counts • Develop and implement inventory control plans such as material management planning and project material procedures • Provide operational direction to personnel and perform material management functions including counting and inspection • Review purchase orders and provide procurement managers with assistance in purchasing equipment and materials • Prepare inventory control documents including reports and cycle count information

A successful accounting assistant should be familiar with all accounting procedures and have a flair for numbers.Ultimately, a successful Accounting Clerk will ensure that the company's daily accounting functions run accurately and effectively.ResponsibilitiesProvide accounting and clerical support to the accounting departmentType accurately, prepare and maintain accounting documents and recordsPrepare bank deposits, general ledger postings and statementsReconcile accounts in a timely mannerDaily enter key data of financial transactions in databaseProvide assistance and support to company personnelResearch, track and restore accounting or documentation problems and discrepanciesInform management and compile reports / summaries on activity areasFunction in accordance with established standards, procedures and applicable lawsConstantly update job knowledgeRequirementsProven accounting experience, preferably as an Accounts receivable clerk or Accounts payable clerkFamiliarity with bookkeeping and basic accounting proceduresCompetency in MS Office, databases and accounting software including QuickbooksHands - on experience with spreadsheets and financial reportsAccuracy and attention to detailAptitude for numbersAbility to perform filing and record keeping tasksData entry and word processing skillsWell organizedHigh school degreeAssociate's degree or relevant certification is a plusBENEFITSWe offer: 401KPaid TrainingHealth Benefits (Medical, Dental, and Vision) Personalized GrowthPaid time off

Toshiba Business Solutions, Miami • FL 2001 — 2003 Business Development Manager Developed and serviced major accounts for sales of «document management solutions» and office equipment, acquiring numerous new accounts among major Fortune 500 corporations that included Estee Lauder, Budweiser, Sun Systems, and Train Company.

Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various related accounting principles, regulations, and applications, continuously utilizing changes to business accounting landscape within current responsibilities Apply various accounting rules and GAAP procedures to critical functions, including the review and approval of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

MT Sinai Medical Center (Cleveland, OH) 1990 — 2000 Manager EKG / Holter Laboratory / Pacemaker Clinic • Managed 650 patient pacemaker and defibrillator clinic while providing follow - up and emergency care • Responsible for patients from multiple device companies including Meditronic, St. Jude, Guidant, and Biotronik • Administered interrogation of all devices, collection of therapies, and delivered diagnostics • Collaborated with physicians to optimize patient therapies respective of their symptoms and conditions • Coordinated patient data and overall management of the clinic database • Managed daily operations of the Holter monitor lab including scanning and interpretation of 24 hour monitor recordings • Identified any arrhythmias or abnormalities, documented any changes, and followed up with attending physicians • Processed orders and edited the interpreted ECGs including accumulation and dispersal of information • Administered scheduling, connection, removal, and payment coordination with the accounting department

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

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.

Customer Service Representative — Duties & Responsibilities Oversee customer service and IT support across a variety of industries and settings Responsible for 24 hour, 7 days per week help desk management for both clients and team members Utilize interpersonal skills and advanced IT knowledge in service of national and international clients Direct team of IT and customer service professional handling inquiries and escalations in a timely manner Responsible for Level 1, 2, and 3 service across a variety of highly technical IT matters Document customer service activities, update client accounts, and follow up as needed Build and strengthen professional relationships with clients and partners resulting in loyalty and strong revenue Responsible for departmental budget, team workflows, and IT inventory management Hire and train employees in customer service and IT management best practices Manage varied IT projects including migrations, infrastructure development, and network administration Utilize strong abilities and training in Microsoft, Linux, and Apple systems Serve as liaison between multiple departments and senior leadership Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Account Representative — Duties & Responsibilities Serve in the US Navy in a variety of leadership positions including recruitment, personnel management, and health services Train and direct personnel ensuring they understand the mission and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Responsible for enlisted and officer recruitment ensuring adequate numbers and excellence in personnel Direct recruitment marketing, applicant interviews and screening, and community presentations Oversee daily office operations ensuring effective, efficient, and professional procedures Manage personnel services including career counseling, human resources, issue resolution, and morale Administer officer reimbursements, leave records, audits, discharges, and information databases Oversee special projects such as volunteer opportunities, deployments, community relations, and academic recommendations Design and implement staff development and recognition programs resulting in enhanced team skill sets and dedication Author and present well researched and written military correspondence, presentations, and other documents Responsible for confidential personnel information, recordkeeping, staff travel and logistics, and information technology Provide skilled dental services including radiology, emergency medical care, and chair - side assisting Oversee operative and oral diagnostic procedures, equipment sterilization, and patient information Develop proficiencies in music theory, arrangements, performances, and training of junior musicians Build and strengthen professional relationships with superiors, peers, and community leaders Consistently broaden skill set through supplementary education in management, finance, and social services Represent the United States Navy with poise, integrity, and positivity

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

The company offers numerous tools including customized website designs, SEO and SEM services, map - based property searches, email campaigns, drip marketing programs, lead generation tools, multimedia and social media tools and document storage and content management systems.

The Bureau received over 2,800 comments on the TILA - RESPA proposal during the comment period from, among others, consumer advocacy groups; national, State, and regional industry trade associations; banks; community banks; credit unions; financial companies; mortgage brokers; title insurance underwriters; title insurance agents and companies; settlement agents; escrow agents; law firms; document software companies; loan origination software companies; appraisal management companies; appraisers; State housing finance authorities, counseling associations, and intermediaries; State attorneys general; associations of State financial services regulators; State bar associations; government sponsored enterprises (GSEs); a member of the U.S. Congress; the Committee on Small Business of the U.S. House of Representatives; Federal agencies, including the staff of the Bureau of Consumer Protection, the Bureau of Economics, and the Office of Policy Planning of the Federal Trade Commission (FTC staff), and the Office of Advocacy of the Small Business Administration (SBA); and individual consumers and academics.