Sentences with phrase «organize financial documents»

During divorce, organizing your financial documents, making informed cost - benefit decisions, and striving to keep your expenses under control are critical to your long - term financial stability.

Not exact matches

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

Get organized — Your lender's going to want to see certain financial documents when you're applying for a loan and this is especially important when you have bad credit.

A solid recordkeeping system will help ensure that all of your of your important financial documents are located in a single, organized, and secure location.

And while you're at it, organize the rest of your financial documents into folders for household expenses, insurance policies, retirement accounts, debts and loans, and so on.

An easy way to get your financial documents organized is to split them into different categories, like the following:

Use QDO to organize and analyze case opinions, transcripts, police reports, financial statements, medical / expert / investigative reports, law journal articles, legal treatises, discovery documents, court rules, and more.

Companies ranging from healthcare, financial services firms and law practices use NetDocuments to store, organize and manage their documents.

• Reviewed, organized and classified large complex legal and financial loan documents for loan sales at The Debt Exchange

A colleague with a financial background put his understanding of the situation in these terms: KM is all about harnessing the «internal» information (getting and organizing law - related information that is in lawyers» heads and in their documents) whereas Library Services is all about the «external» information (getting and organizing law - related information that is available from publishers, courts and governments).

The claimant would also have access to the app by FinPeace to organize all their financial and legal documents, if needed it will assist the nominee in facilitating claims as well as transfer of assets.

Utilized task management skills while organizing and preparing financial documents for auditing purposes

Coordinated with different departments to collect and organize the required financial documents and legal documents, including over 150 board meeting minutes;

• Assess family's financial, medical and parenting needs • Develop and implement family goals of services to support objectives • Conduct 2 - 4 home visits on a daily basis • Organize workshops for parents to teach them regarding parenting and social interaction • Help parents and children in creating and maintaining a positive home environment • Work hard to develop trust between family and district to support child's educational • Create and maintain record of cases • Resolve conflicts between parents, teachers and students to increase the ratio of student's success • Ensure the privacy and confidentiality • Document case reports and file the cases for court hearings, furnishing the attorneys with all necessary documents • Provide counseling services to families in need of assistance • Perform regularly scheduled home visits and on - site inspection to probe certain suspected child abuse or family violence cases

Duties Tasks of accounting assistants include verifying accuracy of amounts listed on documents, maintaining various financial records, organizing documents to proper accounts, reconciling bank statements and other records of the accounting / finance department, encoding information into accounting systems or computer programs, compiling routine numerical information, performing research, preparing purchase orders and contract payments, printing and checking details of checks regularly, and recommending changes to finance - related department / company policies and practices.

Collected insurance premiums, processed and organized client financial and insurance documents

Terracon — Wilmington, DE May 2012 — Present Legal Administrative Assistant • Prepare legal documents for court cases • Research old cases for precedents and new ones for facts • Organize records and perform filing work • Populate and maintain the database • Coordinate travel and maintain to - do lists • Run financial reports as requested • Create and maintain spreadsheets • Process incoming communication

• 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

Located, checked and pulled records for Authorized Service Centers, while keeping organized documentation for claims purposes Contacted customers regarding unpaid and overpaid accounts to resolve all discrepancies Prepared accurate financial statements including: invoicing, research discrepancies, maintained reconciliations, end - of - quarter documents and compiled financial reports and graphing tables for payment Answered and managed incoming and outgoing calls, while recording accurate messages Processed, packaged, and labeled all packages with Fed - Ex labels for the correct locations.

Divorce Finances Once you have assembled and organized all of your financial documents it will be much easier to determine a clear picture of your current situation and will also allow you to create an effective budget plan for the future.

It may save you considerable money, while increasing your mutual trust and willingness to work together to have all your financial documents held and organized by a single, neutral Financial Spfinancial documents held and organized by a single, neutral Financial SpFinancial Specialist.