Ashley Collins

Core Responsibilities

• Serve as the team’s main resource for process questions, escalations, and advisor issues
• Balance team workload and provide real‑time support during high‑volume or complex situations
• Ensure accurate, timely responses to advisor inquiries and new business submissions
• Review documents for new hires to ensure 100% accuracy and compliance
• Act as a communication bridge between the manager and the team
• Identify workflow issues and recommend process improvements
• Support onboarding, training, and refresher sessions for team members
• Highlight performance strengths and gaps while promoting a culture of accountability

• Practice Management & Growth: Offered hands-on guidance, specialized systems, and resources to help advisory practices scale effectively.
  
• Operational Support: Acted as a back-office partner, providing white-labeled financial planning and investment solutions, often with a focus on safety and income.
  
• Client Engagement & Support: Assisted with client relationships and helped monitor and refine processes to boost profitability.
  Maintained strong organizational skills.

• Data Accuracy & Entry: Manually entered or uploaded security master data, trade confirmations, and cash movements into databases with high accuracy.
  
• Reporting Support: Assisted in producing performance reports for portfolio managers.
  
• Data Governance: Identified, investigated, and resolved discrepancies in data.

• Documentation: Generated and managed freight bills, invoices, and compliance paperwork.
• Ran employee payouts and all administrative work.

Temporary assisting in Data accuracy & entry, reporting support and data governance

I worked in the semiconductor industry as a Material Handler II, where I handled all inventory transactions, parts, and adjustments. I created all the Excel spreadsheets for the Material Handler I employees and provided all key numbers and updates to the Director of Materials. I picked parts from inventory, adjusted parts in and out, counted inventory, cleaned parts, put them away, and prepped them as needed.
Any inventory that needed to be ready the moment it arrived was my responsibility—I was the go‑to person. I was also the point of contact for any questions regarding work orders, production lines, or parts.