Sentences with phrase «reported by the corporate clients»

Not exact matches

«We expect investors will ignore the EPS slowdown given one - time hurricane effects and the focus on benefits from corporate tax reform,» a group of the firm's strategists led by David Kostin wrote in a client report, noting that optimism around tax measures was crucial in the S&P 500's ascent to new records last week.
«Our «rational exuberance» rests on a combination of above - trend US and global economic growth, low albeit slowly rising interest rates, and profit growth aided by corporate tax reform likely to be adopted by early next year,» Kostin said in a report for clients.
Wealth giant AMP accepts it repeatedly lied to the corporate regulator and says it has been too slow in refunding fees to clients who have been charged despite receiving no service, but has defended a report produced by law firm Clayton Utz into the issue.
IDRs enable corporate issuers to review the key data points used by Glass Lewis in its analysis prior to a full Proxy Paper research report being published for institutional investor clients.
The features offered by the Microsoft solution were considerable: Centralised rollout and provisioning of application software, operating systems, updates, device management, streamlined compliance management, integrity monitoring of clients connected to the corporate network, comprehensive asset management, reporting functionality and more, all from a single console.
partnered with client and Bren Corporate Partner AECOM to «address climate - change mitigation at the community scale by providing recommendations for effective strategies to reduce greenhouse gas emissions,» according to the project final report.
Other recent reports and survey by consultant / polling companies further show that U.S. corporate counsel are paring down the number of outside counsel used and are consolidating their outside counsel into «hubs» which work together to provide services to the client corporation.
The leading case applying the selective - waiver analysis is Diversified Industries Inc v. Meredith.87 In Diversified Industries, a corporation retained outside counsel to conduct an internal investigation into allegations of bribery.88 The internal report prepared by outside counsel was then produced to the SEC. 89 The Eighth Circuit held that this disclosure constituted only a «limited waiver» that did not preclude the corporation from subsequently withholding the report from private litigants on the grounds of attorney — client privilege.90 The court reasoned that a contrary ruling may undermine corporate incentives to initiate internal investigations conducted by counsel.91
What if the Association of Corporate Counsel and / or the American Bar Association were to create a system by which users of legal services (clients) could report on their experiences with lawyers and law firms in an honest and organized fashion, via the Internet.
These include returning telephone calls; allowing clients to design their invoices; written service plans for major clients; client surveys; making it easier to contact attorneys by e-mail, home phone numbers on business cards, 24 - hour night service telephone answering, etc.; client status reports; the notion of «guaranteed» service or reductions in the bill; law firms adding value to their clients and educating corporate and business executives through newsletters, seminars, direct mail and websites, etc..
Orin Kerr's post on Thomas Adcock's report that the New York County Lawyers» Association has brokered a pact in which «more than 60 law firms have agreed to tell their corporate clients the composition of assigned legal teams by race, gender, ethnicity and sexual preference,» has elicited a landslide of comments and questions from The Volokh Conspiracy's readers.
By the way, each chapter of this new Chamber report was written by the very corporate lawyers who lost cases for their negligent or reckless corporate clientBy the way, each chapter of this new Chamber report was written by the very corporate lawyers who lost cases for their negligent or reckless corporate clientby the very corporate lawyers who lost cases for their negligent or reckless corporate clients.
A report released last month by ALM Legal Intelligence in the U.S. showed more corporate clients were using AFAs in 2012 to determine how to pay outside counsel.
This value, Hilbers says, is calculated by measuring and reporting to the executive team a set of factors, including the client satisfaction rate, the percent of in - house time spent on corporate strategic issue and litigation management cost and exposure ratio.
How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: 334-215-3706 Cell Phone: 334-233-2631 Fax: 334-273-0477 E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upocorporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upoCorporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request
• Analyze financial services and solutions to ensure that all financial targets are met • Assist clients in managing their finances by developing and implementing financial strategies for them • Keep in constant contact with clients to analyze their dynamic requirements and customize financial strategies accordingly • Prepare and manage invoices and assist in preparing periodic financial reports • Gather and synthesize financial and operating information about the company and create and update financial models • Draft presentations for debt providers and coordinate follow up procedures • Monitor and reconcile intercompany payments and maintain client billing information • Analyze corporate expense accounts and create and implement strategies to minimize overhead costs
Software Developer — ATOM Engineering, Grand Rapids, MI — June 2013 — July 2015 • Provided coding services in languages dictated by customers to deliver custom apps to support corporate management and infrastructure • Designed the weather advisory and information portal app for a major local university • Delivered emergency fixes to ensure compatibility on any Android platform • Managed team of four coders on larger app projects for major clients • Wrote progress reports weekly detailing accomplishments made on each design and debug cycle for each project
Business Manager — Duties & Responsibilities Manage daily operations, customer service, and sales staff ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Collaborate with junior level sales people to develop action plans to govern their performance Responsible for purchasing, logistics, company inventory, and product development Set and strictly adhere to budgets and schedules Oversee corporate accounting ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct 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 comprehensive records detailing pricings, sales, activities reports, site visits, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and services Ensure customer satisfaction 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
Professional Duties & Responsibilities Directed sales and customer service efforts for employers representing a wide range of industries Managed junior team members and administrative staff ensuring effective operations Generated significant sales through networking, cold calling, and other cultivation efforts Recognized for consistently exceeding sales goals by as much as 200 % monthly Routinely awarded «Account Executive of the Month» for excellence in sales and service Authored and presented weekly forecasting and call reports Built and strengthened relationships with clients, partners, and key industry figures Provided exceptional customer support resulting in repeat business and referrals Served as senior leadership for print and television news outlets Responsible for team leadership, content creation, production, and direction Created and implemented comprehensive marketing / advertising campaigns and collateral materials Designed and launched corporate promotional events
Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity 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 Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct 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 Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Programmer / Business Analyst (Year — Year) • Created an online nutritional applications that services needs of more than 710,000 visitors per month • Served as lead IT specialist in the creation of an online presence for the Corporate Social Responsibility business partner • Published online reporting and surveys achieving client goal of transparency before the public and doubled site visits • Partnered and led other business units to create a support site for McDonald's employees affected by Hurricane Katrina • Facilitated the location of housing, transportation, employee and financial assistance of over 6,000 displaced employees
Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Generate sales in excess of $ 75 million through effective networking, marketing, and other sales tactics Design and implement comprehensive business development plans, marketing initiatives, and business models Recognized and promoted for excellence in management, staff development, and sales Cut company expenses by 16 % while increasing revenues through effective management decisions Train and direct large staffs ensuring they understand the brand and adhere to sales best practices Conduct 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen professional relationships with clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Enforce corporate compliance with all applicable regulatory authorities and bodies of law Represent company brand with poise, integrity, and positivity
Clerk — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Manage marketing, sales, customer service, and corporate accounting functions Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee product inventory, quality control, billing, shipping, and client account maintenance services Study internal literature to become an expert on products and services Analyze client needs and craft product presentations to their specifications Consistently recognized and promoted for excellence in sales, customer service, and team management Prepare and maintain activity reports, client information, and other pertinent data in an organized manner Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Develop and strengthen relationships with clients, vendors, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Represent company brand with poise, integrity, and positivity
Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Design and implement business model for national retail distribution business Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Manage marketing, sales, customer service, and corporate accounting functions Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee product inventory, billing, shipping, and client account maintenance services Study internal literature to become an expert on products and services Analyze client needs and craft product presentations and packages to their specifications Consistently recognized for excellence in sales, marketing, and team management Prepare and maintain sales activity reports, client information, and other pertinent data in an organized manner Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Represent company brand with poise, integrity, and positivity
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 office management and administrative support across a variety of industries and settings Consistently promoted for excellence in both educational and for - profit industries Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage large staffs of sales and customer service professionals, administrative personnel, and volunteers Oversee daily office administration and special events ensuring effective and efficient operations Author and present various departmental progress and accounting reports to senior leadership Manage accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring profitable operations Design and implement marketing and sales strategies resulting in significant company revenues Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and travel arrangements Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance
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