Sentences with phrase «managed assigned accounts»

• Successfully managed assigned accounts and sold multiple products that included yellow pages, specialty products, internet marketing, search engine marketing, social media and direct mail offerings.

The role of a Logistics Account Executive includes the following job duties: attracting new clients, cultivating client relationships, managing the movement of client goods, managing assigned accounts, developing new accounts, and implementing marketing and sales strategies.

Not exact matches

It also allows Instagram accounts to be managed by multiple people at once, with the ability to collaborate and assign responsibilities to certain team members.

The company coped by focusing, for an entire month, exclusively on customer satisfaction, and she assigned account managers for every tier of Kickstarter backers to manage customer relations.

You should expect to have a point person assigned to your account who is communicating with your business regularly and managing the outsourcing team on the other end.

The easiest way to keep records — and manage your debt — is to tie your credit card number into an online accounting program that will not only record purchases, but assign them to a budget category for you.

When you decide to become a client of our company, you will have a completely confidential account for managing your orders, and your information will never be shared; not even with the writers assigned to your papers.

In fact, ReaderLink and Anderson lived with what was a «managed competition» controlled by their accounts; they each had stores assigned to them by their mass merchant customers.

The Hill's Territory Manager is responsible for managing an account base of veterinary clinics and specialty pet retail stores and for ensuring Hill's is the strategic partner of choice in the assigned clinics & stores to gain professional and business support to grow sales.

Account manager — When you need help, just assign an account manager to review statements, make payments, and manage employeeAccount manager — When you need help, just assign an account manager to review statements, make payments, and manage employeeaccount manager to review statements, make payments, and manage employee cards.

If you need more time to manage other business activities, you can assign a business partner or trusted employee to be an account manager for your card's activity.

Account Manager — Assign an account manager to take care of tasks like managing employee cards, making payments, managing disputes, and reviewing statAccount Manager — Assign an account manager to take care of tasks like managing employee cards, making payments, managing disputes, and reviewing stataccount manager to take care of tasks like managing employee cards, making payments, managing disputes, and reviewing statements.

Account manager — Assign an account manager (18 or older) to manage employee cards, make payments, review statements, and otherAccount manager — Assign an account manager (18 or older) to manage employee cards, make payments, review statements, and otheraccount manager (18 or older) to manage employee cards, make payments, review statements, and other tasks.

The American Express OPEN program makes card management easy for business owners, offering free employee cards at no extra charge, individual spending limits on employee cards, mobile apps that allow you to track card usage, and the ability to assign another party to manage the account.

Individuals Dropbox Business Basic Plus Professional Standard Advanced Enterprise First launched 2008 2008 2017 2011 2017 2015 Number of users 1 user 1 user 1 user 3 + users 3 + users Large deployments Base price ($ USD) per user Free $ 9.99 / month $ 19.99 / month $ 15.00 / month $ 25.00 / month Negotiated pricing $ 99 / year $ 199 / year $ 150 / year $ 240 / year Advanced sharing permissions Version history 30 days 30 days 120 days 120 days 120 days 120 days Smart Sync Showcase Team folders Unlimited API access Paper Storage 2 GB 1 TB 1 TB 2 TB As much as needed As much as needed Support Basic email support Priority email support Priority chat support Live chat support Business hours phone support 24/7 phone support Assigned account success manager Advanced admin & security features Remote device wipe Remote device wipe Admin console Managed groups Access permissions Account transfer tool HIPAA support Everything in Standard Device approval Audit log Tiered admin roles SSO integration Everything in Advanced EMM Network control Domain insights Integration account success manager Advanced admin & security features Remote device wipe Remote device wipe Admin console Managed groups Access permissions Account transfer tool HIPAA support Everything in Standard Device approval Audit log Tiered admin roles SSO integration Everything in Advanced EMM Network control Domain insights Integration Account transfer tool HIPAA support Everything in Standard Device approval Audit log Tiered admin roles SSO integration Everything in Advanced EMM Network control Domain insights Integration support

Seasoned sales / sales management professional with 20 + years of broad progressive experience maximizing revenue and ensuring customer satisfaction within assigned territories and verticals expertise in account management and in mentoring a successful sales organization demonstrated skill in building business and in solving complex problems in highly stressful situations recognized as a top performer in sales strategic manage...

Manage and resolve assigned patient accounts receivable from pre-admission packets through final payment of collection agency referral.

Supervised, assigned and managed creative and account teams ensuring that projects stayed on message, on schedule and within budget.

* Managed a One Million Dollar Account Base * Consulted Customers on Choosing Safer, Environmentally Friendly Products * Accountable for Sales Growth & Profitability in Assigned Territory * Developed New Busi...

To apply to this Entity Manager position, email your resume to John Sadofsky ([email protected]) In the subject line, type «Entity Manager» ESSENTIAL FUNCTIONS - Manage and review the accounting for assigned entities including reviewing journal e...

Customer Account Representatives are in charge with managing assigned client accounts.

Customer Account Specialists manage assigned client accounts for a company.

You will be assigned a dedicated PPC associate who will manage your account doing the necessary research for a quality and affordable campaign.

Reviewing daily general ledger accounting, financial reporting, and managing activities of assigned functional areas

Skills relevant to this position and found on example resumes include managing printer drivers, administer printers, control printer driver installation security, and configuring TCP / IP network printers by assigning a static IP address; and producing user extensions, including user accounts and phone extensions for new and existing employees.

It is not uncommon for the accounting manager to supervise other accounts personnel and manage the unit to ensure timely completion of assigned duties with precision.

Essential tasks listed on a Logistics Associate resume sample are handling shipping documents, tracking orders, managing an assigned base of accounts, identifying invoice and receipt problems, performing data entry work, and reporting to managers.

Coordinate with the project lead and accordingly assign teams for managing accounts for individual projects

ABOUT THE JOB (JOB BRIEF): Provide portfolio management and investment support to enable assigned Portfolio Manager (s) to effectively manage accounts while maintaining an optimal level of client service.

Their duties include handling shipping documents, tracking orders, liaising with customers, doing data entry work, managing an assigned base of accounts, and solving invoice and receipt problems.

- Building relationships the Company's established customer base - Corresponding with customers via phone and email - Issuing product availability, product lead times and pricing information to your accounts - Taking and entering orders into the company's order entry (Sage) system - Coordinating order placement between multiple overseas production sites - Compiling all required documentation for shipping - Overseeing shipments and deliveries, and expediting them when needed - Managing your client's invoicing process - Maintaining and updating your client's files within the database - Monitoring sales data in order to assist with the management of inventory levels - Preparing detailed reports for your customers as needed - Performing other duties as assigned

Requisition Number: 59743 As a Sales Solutions Associate, you'll be responsible for providing customer service and managing the sales processes for an assigned team of Account Executives.

Branch / General Sales Manager — Fastenal Industrial and Construction Supply, New Albany, MS 2007 to 2009 Successful development and execution of sales plans for assigned territory, provided B2B and B2C sales, Account Management growth, managed key accounts, and interfaced with all levels of management.

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

• Manage multiple assigned sales account effectively, contacting existing clients through phone calls and emails to fill regular orders, inform clients of new products, and better understand client needs.

• Manage multiple sales accounts at once, providing equal service to all assigned clients.

• 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 incomingManage 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 incomingmanage 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

Coordinated with Account Manager in all assigned accounts, managed key processes and all internal and external activities.

Support assigned territory, customers and Account Executives by quoting, ordering and managing Software Licensing needs of clients.

Manage communication of supply chain interruptions for assigned accounts, collaboration with Operations and Planning teams to determine optimal approach for all accounts.

What you'll be doing... As an Enterprise Sales Representative you will work with assigned field Account Executives to promote and manage inside sales for...

Opened and closed the store, managed and accounted for cash drawer, and scheduled / assigned staff.

CAREER HISTORY TERRITORY MANAGER — January 2010 - present Employers name - Coventry Responsible for managing accounts in an assigned territory, and for selling products ethically and in accordance with the company's sales process and agreed marketing strategy.

Alltel, Saginaw • MI 2003 — 2007 Senior Indirect / Agent Account Manager (2006 — 2007) Managed 40 + points of distribution within assigned territory (7 counties within southern Michigan), and fostered long - term business relationships / partnerships.

Indirect Sales Manager (2003 — 2006) Managed four Indirect Account Managers and oversaw 150 + points of indirect distribution within an assigned territory in greater Southern Michigan, reporting to VP of Retail.

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 operManage 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 opermanage 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 opAccounting 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 opaccounting 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 opaccounting 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 opaccounting 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 opaccounting, 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 optimiManage 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 opaccounting 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 opaccounting 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 optimimanage 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 opaccounting 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 opaccounting 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 opaccounting 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

As part of the process of ceasing operations, the brokerage must also advise RECA of its trust account arrangements and any other brokerage obligations — such as assigning matters to another brokerage and managing unconditional purchase agreements — that don't require brokerage services.