Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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Success

MARCH 20, 2023

Clients generally meet with traditional financial advisers in person, over the phone or via video chat. One way to do that is to verify that your adviser is a fiduciary, which means that they are legally required to put your interests ahead of their own. Will you file tax returns or help with tax-related questions?

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BMT Office Administration

OCTOBER 4, 2022

An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Legal issues and concerns over webcam surveillance. It states that employers have the legal right to monitor employees’ verbal and written communications for any business purpose.

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Clutter Coach

NOVEMBER 17, 2014

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. Do you really need to get a better phone plan, or would it just be a nice idea to know what’s out there?

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The Small Business Blog

JUNE 29, 2006

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk What legal entity is right for your business? The legal status your business takes maybe decided by what industry you are working in. An LLP is a separate legal entity from its members. External Links External Links SynergyOne.co.uk

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Stephanie LH Calahan

SEPTEMBER 10, 2011

  I'll contact you via phone (no charge) and we'll talk about what your current challenges are.  Find anything you file or store in 5 seconds or less. Others in your office will be able to find anything you file in 5 seconds or less. Transform your files into a valuable, instantly-retrievable resource.

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Success

APRIL 10, 2024

Phone and internet “Most business owners we deal with do not know they can claim their home internet as well as their cell phone expenses based on usage,” says Christian Maldonado, co-founder and COO of Finsult, a company offering full-suite accounting services for online creators and businesses. “For 223(d)(2)(D).

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Tips From T. Marie

MARCH 21, 2012

If your employee or employees are sitting at their computers all day, making and taking phone calls, working on documents, data input and other tasks that are computer based with little to no public interaction in person they are a good candidate for either choice. But should that really matter as long as the work is done and done well?

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Eco-Office Gals

OCTOBER 22, 2012

These options are certainly quicker and less costly than managing everything through phone calls and snail mail. In truth, you can find time- and money-saving software for every aspect of your business, including marketing, sales, communications, accounting, management, legal, and much more.

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Practically Perfect PA

APRIL 30, 2013

Do you have any filing or a load of photocopying to do? Quite a lot of companies I’ve worked for have offered support through a helpline which covers quite a few issues from money problems, to legal advice to counseling. Take a personal day, a holiday or phone in sick. Use this time to get those basic tasks out of the way.

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On The Job

JANUARY 26, 2012

Those who call to check your references know once they get someone (from a former workplace) on the phone, they can get them to divulge more — especially supervisors because they tend to be more talkative," Shane says. If they won't listen, tell them you may take legal action if they don't rescind them," he says.

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Stephanie LH Calahan

MARCH 16, 2011

I keep it with my digital profile stored on my phone so when I give out my contact information, my client’s have the number handy.   When in doubt, always seek advice from a legal professional. ]. This means putting away old files too. Create a spreadsheet and copy the files into this spreadsheet.    6.   

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BMT Office Administration

OCTOBER 10, 2022

Technology-related procrastination is relatively easy to stop by implementing a no-phone policy during the workday. If managers catch employees constantly playing on their phones instead of working, they can take disciplinary action. How can you remedy this issue at your organization? Moderate procrastination jobs.

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Stephanie LH Calahan

MAY 13, 2011

" That is what I heard from her as we were talking on the phone.  OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Record Your Phone Calls Like A Pro. " Stephanie you are such a geek."   OK! 

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On The Job

JULY 16, 2009

If this is the case, make sure you have all your personal files removed from your computer and have cleared away any questionable material from your desk. Make it legal. Include: the date the letter is written, your official last day (two weeks is the common courtesy) and your legal name, along with your signature.

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The Small Business Blog

AUGUST 1, 2010

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Stay within legal guidelines regarding employment. Consider Employment Practices Liability Insurance (EPLI) to cover you against claims or lawsuits filed against you by employees. OnlineOffice: Overview Get the Flash Player to see this player.

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On The Job

DECEMBER 13, 2007

Most of us have been guilty of it a time or two: Trying to get a peek at the confidential files on the boss’s desk, or perhaps gossiping with a trusted co-worker about another employee’s performance problems. Workers have been fired for everything from discussing salaries to gossiping about romantic relationships.

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Laughing all the Way to Work

AUGUST 1, 2010

Even if you phone the bank they need your secret passcode or they wont speak to you about your account. I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Thanks everyone for your input.

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Time Zones 2010 IAAP Filing 100

Laughing all the Way to Work

DECEMBER 17, 2008

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. Be professional on the phone and greet people who come calling, but not everyone needs to get in to see the boss. An assistant should pay attention and know what is going on in their boss’s world.

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Practically Perfect PA

OCTOBER 10, 2016

During my time there I took the first PA qualification in Guernsey, my HR qualification and also qualified as a Legal PA. Cath is always on the end of the phone/email when I need her and I appreciate that. I also think that by networking and meeting fellow PA’s we can now pick up the phone and offer help to each other.

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Professional Assistant Blog

MARCH 20, 2008

Home About Me Advertise Thinking Outside the Job Description Box By The Professional Assistant on Thursday, March 20, 2008 Filed Under: Productivity E ditor’s note: This is a guest post by Patricia Robb of Laughing All The Way to Work: The Ultimate Secretarial Survival Blog. Having Trouble Planning A "Non-Religious" Office Party?

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Professional Assistant Blog

FEBRUARY 20, 2008

Home About Me Advertise The E-tiquette of E-mail By The Professional Assistant on Wednesday, February 20, 2008 Filed Under: Client Service , MS-Outlook E ditor’s note: This is a guest post by Patricia Robb of Laughing all the Way to Work: The Ultimate Secretarial Survival Blog. File e-mails chronologically by date and time.

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Laughing all the Way to Work

MAY 23, 2009

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.

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The Small Business Blog

MARCH 19, 2008

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Small Business Startup Checklist – Company Structure by Stefan Töpfer on Mar 19, 2008 An important early decision that will have long-term consequences for your business is to determine the legal form it will trade under.

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Laughing all the Way to Work

SEPTEMBER 21, 2007

To set an email signature file: 1) From the Tools Menu, choose Options 2) Select Mail Format 3) Select Signatures 4) Select New and follow the instructions to add your email signature. It is too easy to press Send and then regret what you have written or find yourself in some legal trouble. File emails chronologically by date and time.

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Laughing all the Way to Work

DECEMBER 19, 2009

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. When a meeting is finalized, I put the scheduling sheet in a completed file.

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Time Zones IAAP International Meeting Minutes 100

Recruit CRM

JUNE 17, 2021

Communicate with legal staff to solve any problems, such as copyright neglect and royalty sharing with outside producers and distributors. Accounting Clerk's Key Responsibilities: Completing basic office tasks, including replying to phone calls, acknowledging emails, processing mail, filing, etc.

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On The Job

NOVEMBER 11, 2010

While federal and state laws protect women from such action by an employer — as they do for disabled workers — the harsh reality is that many women don't fight back legally because the battle could stretch on for a long time, she says. I spend all day on the phone and dealing with customers," she says.

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Laughing all the Way to Work

FEBRUARY 16, 2008

To set an e-mail signature file: 1) From the Tools Menu, choose Options 2) Select Mail Format 3) Select Signatures 4) Select New and follow the instructions to add your e-mail signature. It is too easy to press Send and then regret what you have written or find yourself in some legal trouble. Be Angry but Send not!

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Etiquette 2005 Email Filing 100

Laughing all the Way to Work

MARCH 15, 2009

Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!

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The Small Business Blog

AUGUST 6, 2010

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Top 5 Sales Tips for Small Business » « Previous Entries This entry was posted on Saturday, August 7th, 2010 at 7:32 am and is filed under Pitch of the Week , WinWeb. OnlineOffice: Overview Get the Flash Player to see this player.

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Laughing all the Way to Work

SEPTEMBER 19, 2008

I use hanging file folders labelled from January through to December. They are legal-sized folders, because I like a lot of space, but letter size would work just as well. Every afternoon before I leave for the day, I go through the hanging file for that month to see if there is anything I need to bring forward for the next day.

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The Small Business Blog

OCTOBER 18, 2007

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Nobody answers the phone – put the phone down and do not call back. you can understand if your ideas get converted into sale through phone call or Call Centre Services. OnlineOffice: Overview Get the Flash Player to see this player.

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The Small Business Blog

MARCH 7, 2010

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Make sure you include a disclaimer stating that the handbook is not a legal document. OnlineOffice: Overview Get the Flash Player to see this player. Copyright © 1994-2010 Winweb® · All rights reserved.

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Laughing all the Way to Work

DECEMBER 5, 2009

I have a network of assistants that I call friends, although some are just phone colleagues, but we help each other. If you know what works best for you and if your job is 80/20 on what you like then you can put up with the small stuff like filing and filling out expense forms. GET TO KNOW YOUR CO-WORKERS. We are not an island.

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Laughing all the Way to Work

OCTOBER 10, 2008

Keep an organized filing system and file list. If your boss tends to misplace things when they get it, make an extra copy for your file before giving it to them. I am not a legal expert and do not claim to give any legal advice. Remind them verbally as well when you meet with them. 411 Look Up 411.ca

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Laughing all the Way to Work

AUGUST 13, 2010

This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. You can also attach a file from Word, Excel or PowerPoint or a business card from your Contacts if it is someone you need to remember to call and want that information available.

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