Sentences with phrase «on file retention»

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.

Not exact matches

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

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

o To keep costs low, the system must rely primarily on existing data (such as student achievement, grade retention, attendance, graduation, college going and student log files from educational software providers).

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

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

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

E-mail messages which require long - term retention should be either retained electronically on retrievable media or printed, including all header and transmission information, and filed with their electronic or paper equivalents by the sender / recipient.

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.

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.

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

The janitor focuses on the format (email) whereas a record retention schedule must target «records», i.e. document types (contract, proceeding, filing, correspondence, waybill, etc.) and be technology neutral.

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

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

• Demonstrated knowledge of using a variety of data entry programs • Familiarity with designing and maintaining organized filing systems with an aim to ensure data integrity • Comprehensive knowledge of maintaining file room logs and document retention schedules • Able to work on rotating shifts and handle physically demanding work with compete precision and accuracy

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

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

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

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

Key Highlights: • Realized 200 % on business objectives by playing key role in developing recovery policies, procedures, and strategies as well as aggressively negotiating lawsuit settlements, • Successfully implemented key projects, to include scanning and organizing retention files, to generate 40 % cost savings.

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

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