Remove Credit Card Remove Information Remove Medical Remove Phones
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How to Save Money on Your Car Insurance

Success

Understanding the coverage types and dollar limits on your current policy can help you ask informed questions and compare insurance companies one-to-one. You’ll likely need to supply personal information like your name, email, phone number, driver’s license and vehicle information and your current insurance policy details.

Policies 144
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. These types of violations can cost your organization $75,000+ , so keeping confidential information separate is a must.

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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.

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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Information is only useful when you can get at it. Also shred credit card applications.

Medical 100
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5 Steps to Build Processes That Safeguard Your Most Sensitive Data

Small Business CEO

But you’d be surprised by the amount of information you collect and need to protect. From credit card numbers and addresses to phone numbers and financial and medical information, it starts to add up pretty quickly. That’s why you need to establish processes for handling sensitive information.

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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. Whoever controls the flow of information, controls what happens. Get your boss' personal information now.

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

LEADERASSISTANT.COM

That’s leaderassistant.com/243 to check out the show notes and information on this episode. So right out of college, I actually worked as kind of an assistant in a medical office, then I actually was fortunate enough to get a role with pilot travel centers in the Knoxville area. I was on the phone.

AT&T 72