Donna Collins Email & Phone Number

Charlotte, North Carolina, United States

Charlotte Metro

As an Administrative Assistant working with two Managing Directors I supported their Regional Directors and Relationship Managers, providing reporting and logistical needs to the regions. This included:• Customer Relationship Management reporting• Staff on-boarding• Office relocation and interacting with various technology teams to ensure staff needs are met. • Supported a Portfolio Strategist with creating client-specific financial reporting and customized presentation.• Created customized financial reports for retirement plan advisors.• Created a template and conducted internet research to understand new client base

Charlotte Metro

Administrative Assistant working with middle management• Completed financial reports, letters, client presentations and various other administrative support that was needed to make the team successful. • Designed and administered a client relationship management database, in conjunction with a third- party vendor.• Completed adoption agreements from third-party vendor software and traveled to other sites to train staff.

Charlotte Metro

Administrative Assisting supporting a group of Relationship Managers with client presentations and reporting.