Ashleigh Logan

Establish, maintain, and update prospect/ client files, database records and/or other documents. Assist with client onboarding documentation

Provide week/monthly/quarterly data management support for Orion and salesforce

Prepare documents, meeting agendas, and presentations for company-wide and management meetings as needed

Provide calendar and travel management for C-Suite as needed

Provide back-up support for the office coordinator

Support the planning and execution of Team functions and meetings

• Reconcile bank accounts daily to ensure prior day transactions were correctly recorded
• Execute various incoming and outgoing transaction for the firm (Check, ACH, ETF, WIRE)
• Review and process incoming client deposits to ensure the deposits are good order to reduce risk
• Maintain operational procedures to ensure processes are accurate and up to date
• Utilize Salesforce to respond to client account requests
• Collaborate with various teams to ensure requests are completed in a timely manner.
• Collaborated with cross-functional teams to support company initiatives and treasury transactions.
• Remained up-to-date on information and technology to increase innovation and drive compliance.
• Assisted auditors to analyze treasury activities and support compliance and business requirements.
• Implemented best practices, automation and digitization to improve business processes.
• Drove solutions to improve payment practices and eliminate repeated delays in payment.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Created and updated financial reports on frequent basis to present information to leadership teams.
• Coordinated preparation of external audit materials and external financial reporting.

• Communicate decisions, priorities and relevant projection information to team members
• Assist team members with problem solving as needed
• Assist with documentation and maintenance of departmental best practices and procedures
• May perform new accounts functions, verify document requirements, scan documents, and enter new accounts information
• Process brokerage account related requests
• Respond to incoming requests from internal department including entering data and providing timely follow up.

• Provide staffing needs for different departments within the area of operation
• Function as a key member of a large team to analyze issues and make critical decisions
• Develop rapport and build relationships of persons with diverse backgrounds at all levels of professionalism to accomplish organizational tasks
• Implement different aspects of human resources to hire, train, and place employees in positions to be successful
• Assist employees with targets and goals to obtain and surpass organizational goals
• Cash handling skills including Deposits, cashing out night and day banks, working in radiant system, and verifying safe counts
• Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
• Enforced company policies and procedures to strengthen operational standards across departments.
• Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
• Delegated daily tasks to team members to optimize group productivity.
• Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
• Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
• Delegated tasks to team members based upon skill level and to achieve organizational goals.
• Supervised receiving and stockroom activities to identify opportunities with inventory and prevent shrinkage.

• Directly responsible for processing student and faculty documents
• Assist management and the registrar of the school with daily organizational tasks
• Address student issues while providing proper guidance and constructive criticism
• Responsible for managing the Student Services email inbox, fax and incoming calls
• Help with Student Services special events, including the commencement ceremony and new student receptions.

• Assisted and organized daily learning activities, which helped preschoolers develop their physical, social, and academic skills
• Certified to administer First Aid when necessary.

• Supervised employees with food preparation
• Provided customer assistance and provided guidance when necessary
• Assisted in staffing procedures
• Coordinated special events and annual celebrations.