Sentences with phrase «value of your account updated»
You may also enter the cash balance of your portfolio to get the total value of your account updated in real - time.
http://www.thesunsfinancialdiary.com/ Not exact matches
Updating existing accounting standards adds that account should be taken of the contents and the type of device, as well as their initial value at the beginning of year and end of the reporting period.
Unlike Day Trade Buying Power, this value does update intraday to reflect day trade executions, money movement into and out of the account, core cash, and buying power allocated to open orders.
Unlike day trade buying power, this value does update intraday to reflect day trade executions, money movement into and out of the account, core cash, and buying power allocated to open orders.
Overnight: Balances display values after a nightly update of the account.
The range of CTA options, the screening tools, and the regularly updated account value beta screen are all very helpful.»
They can update the value of my account balances daily, but not their interest rates?
«We have a long held belief that legal accounting is far different from any other type of accounting and this update is another example of how CosmoLex is adding unique value to small law practices across the country.»
The bank said in its update: «These regulations do not cover «virtual currency» which is defined as any type of digital unit used as a medium of exchange, unit account, or a form of stored value.»
• Demonstrated ability to maintain accounting records and databases and verify financial reports • Hands - on experience in determining values of depreciable assets and reconciling accounts with accuracy and in a time - efficient manner • Proficient in updating and confidentially maintaining accounting journals and ledgers and other financial records detailing business transactions
Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business
Professional Experience Fox Asset Management (Red Bank, NJ) 6/2006 — Present Client Records / New Accounts Associate • Direct customer account records, new account generation, and customer service initiatives • Train and direct junior account associates ensuring compliance with company protocols • Craft detailed reports for senior leadership regarding client trends, revenue, and other data • Verify and prepare all documentation for monthly openings of 150 - 200 new accounts • Establish accurate hard copy files for 520 individual and 480 Institutional accounts • Verify new account inception values for 520 individual accounts by generating daily APL reports • Add 40 - 50 new individual accounts monthly to security database software system • Ensure timely and accurate updates of 1,200 institutional and 520 individual accounts • Implement new technologies, products, and procedures to improve company operations