Operations
Standard percentage of overtime expected.
What is 10%?
This is the date that portfolio registers are received for QFRs?
What is the 20th?
Mail is processed by AFR within this amount of time after being received?
What is 48 hours?
This person is responsible for any Salesforce questions or issues.
Who is Meglyn?
This AFR team member submits repetitive invoices for payment.
Who is the Associate I (AP)?
The latest acceptable time to start work on a normal day.
What is 10am?
What is January 31st?
This is required to set up a recurring invoice definition.
What is a default image?
This person is responsible for performance reviews.
Who is Brenda and Janet?
Payroll is submitted by this person.
Who is the manager?
Vacation requests and calendar notifications should be made how far in advance.
What is as early as possible?
Client check requests should be handled within this amount of time.
What is 48 hours/2 business days?
This payment method should be used when payment is being pulled from the bank account/
What is automatic debit?
This person is responsible for overseeing AUM calculations.
Who is Amanda?
This role is responsible for setting up new entities in AgilLink.
Who is Associate II?
The service code used for this meeting.
What is ADM - Administrative?
Bank recs are completed by this day each month.
What is the 15th?
New bank account openings are submitted where?
What is Account Service Manager (ASM)?
This person is responsible for overseeing 1099s.
Who is Brenda?
This role is responsible for generating bank recs.
What is the Associate I (AP)?
Staffing needs are determined by this.
What is number of cumulative overtime hours worked by staff?
All client emails should be responded to within this amount of time.
What is 48 hours/2 business days?
This reconciliation status is used to add a transaction to the wire sheet.
What is Sent to Fortigent?
This person is responsible for recruiting.
Who is Jessica and Julia?
This role is the client's main contact.
Who is the manager?