Bill.com
Emails from fictitious people are called this?
Phishing
When we collect information about a new client, it is called what?
Onboarding
What is the lowest level of sophistication when receiving an invoice?
Snail (Manual) Mail
Please name three Product and Procedure Tools that are provided to Maestro Employees?
Checklists, Templates, Written Procedures, Control Policies, System Guides, Workflows, Learning Seminars, Collaboration, Video Recordings
What are two things that can go wrong when paying a bill?
Fictitious Invoices or Vendors, Duplicate Payments, No funds for payment
In order to protect your computer while you walk away from it, you should always do what?
Lock It
When we collect information on a client, we put it in the….
Initial intake Form, Client Intake Form, Database
How should you communicate invoice issues with your manager?
Email Template
Name 4 Skills and Qualities that help Maestro Employees to Succeed?
Organization, Detail Oriented, Problem Solver, Analytical, Time Management, Communication, Team Player
Name 3 Stakeholders in Cash Disbursements?
Families, Maestro Team, Banks, Advisors, Vendors
What word describes Phishing via text messages?
Smishing
Name something that can go wrong during an onboarding process...
Payroll access, banking documents, wrong information sharing
Who makes up a client service team?
Onboarding Team, Administrator, Cash Management Specialist, Accounting Associate, Relationship Manager, Partner/MD, CEO
How do you plan for a bill payment that needs to be paid at a future date?
Put details into a calendar as a reminder.
The process of having several steps to open your computer or software is called?
Two-Factor Authentication
What are Authorizations are used for? Name two.
Bill Payments, Wire / Cash Transfers, New Vendors, New Employees
Name three types of transactions that are included on funding requests?
Bills/Credit Cards/Capital Calls
What are Maestro's Commitments to its Employees?
Senior Mgmt Availability, Peer Support, Hands-On Training, Certifications, Process Improvements, Technology Support, Risk Management
What is the #1 priority for bill pay?
Accuracy (and Timeliness)
How do you fix an upside-down screen?
Ctrl + Alt+ Up or Down Arrow
Give three reasons why OnBoarding is so important?
Authorizations, System Integration, Understanding the Client, Data Collection, Relationship Building
How long should it take to process an existing vendor invoice? Choose one from list below:
A) 1-3 Minutes
B) 2-5 Minutes
C) 5-7 Minutes
B) 2-5 minutes
What are the six areas of service that make up the Maestro DNA?
One Control, Reporting, Wealth Preservation, Event and Legacy Planning, Household, Philanthropy