Remove Credit Card Remove Forms Remove Medical Remove Phones
article thumbnail

Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
article thumbnail

4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. That’s because when we delay organizing our finances, it causes us to delay a lot of other things, too.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How credit card companies offer different levels of customer service

Service Untitled

Credit cards are an important way of life for most Americans. According to CreditCards.com , the average consumer has nearly $16,000 in credit card debt, and the average interest rates of credit cards range from 10.37% for those with excellent credit to 28% for instant approval credit cards.

article thumbnail

Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. old catalogs.

Medical 100
article thumbnail

Ep 243: Nicole Grinnell on Delegation and Unlocking Your Productivity Potential

LEADERASSISTANT.COM

Her strong work ethic and her own experience as an executive assistant in the corporate world has formed her into the leader she is today in the staffing and marketing industry. And then my last career before I started the business, I was actually supporting COO, General Counsel and CTO at a processing credit card processing company.

AT&T 73
article thumbnail

Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

Try to set up the communication of the office so your boss checks their own emails and responds, but you are in charge of all the mtg coordination, phones, and anything that happens in the office. You answer the phone, book travel, offer beverages to guests, book meetings, prepare the conference room, order food, etc.