Kelly Bayless
McCarran,NV
Summary
Client relationship professional specializing in ultra-high-net-worth families, trust administration, and fiduciary services. Experienced in managing complex client relationships, coordinating trust and account activities, and collaborating with attorneys, accountants, and investment advisors. Recognized for anticipating client needs, navigating sensitive matters with discretion, and delivering a highly personalized client experience.
Overview
8
8
years of professional experience
Work History
Director of Client Experience
Blue Sky Trust, LLC
Reno, NV
01.2025 - Current
- Managed relationships with ultra-high-net-worth clients, multigenerational families, and advisors as primary point of contact for account needs and ongoing trust administration.
- Serve as a client advocate, anticipating needs, resolving issues, and fostering strong relationships with families, attorneys, accountants, investment managers, and other professional advisors.
- Partner with senior leadership and Trust Officers to prioritize client matters, streamline workflows, and deliver a consistent, high-touch service experience.
- Administered complex trust structures and closely held entities, coordinating with legal, tax, and investment professionals to ensure compliance and effective management.
- Facilitate the onboarding of new trust relationships, coordinating documentation, account establishment, asset transfers, and communication across internal and external teams.
- Coordinate trust administration activities, including cash management, distributions, contributions, account maintenance, and investment-related requests in collaboration with Trust Officers and external advisors.
- Coordinated client meetings, prepared detailed summaries, tracked outstanding action items, and ensured timely follow-through on administrative and fiduciary matters.
- Maintain accurate client and account records, monitor outstanding documentation, and support internal reporting and compliance processes.
- Collaborate with internal teams and external professionals to facilitate tax reporting, asset valuations, insurance-related matters, and other specialized client needs.
- Coordinate Trust Committee meetings, including preparation of materials, review of client matters, documentation of decisions, and follow-up on fiduciary and administrative action items to support effective trust oversight and compliance.
Executive Assistant to the President
Laurel Trust Company
Reno, Nevada
02.2022 - 01.2025
- Collaborated with President to manage key client relationships, coordinating communication, anticipating needs, and ensuring timely resolution of requests to enhance client satisfaction.
- Managed scheduling and logistics for client engagements, business development meetings, and executive travel, proactively addressing conflicts and optimizing support for high-net-worth clients and professional advisors.
- Served as a primary point of contact for high-net-worth and ultra-high-net-worth clients, family members, and professional advisors, ensuring responsive, personalized, and confidential service.
- Acted as a liaison among clients, Trust Officers, attorneys, accountants, investment advisors, and internal teams to streamline trust administration and enhance client service.
- Supported business development and relationship management initiatives by coordinating prospective client meetings, professional introductions, and ongoing advisor engagement.
Executive Assistant to the President
Sierra Nevada Corporation
Sparks, Nevada
02.2021 - 02.2022
- Managed complex executive calendars, meetings, and travel arrangements, proactively anticipating scheduling conflicts and adjusting priorities in a fast-paced environment.
- Collaborated with the President to manage executive priorities, facilitate communication, and coordinate initiatives across departments and external stakeholders.
- Coordinated high-level meetings and executive engagements, preparing agendas, managing confidential materials, overseeing logistics, and following up on key action items to ensure alignment with strategic goals.
- Acted as a key liaison between executive leadership, business partners, and internal teams, fostering strong professional relationships and ensuring timely communication.
- Handled sensitive business information and executive correspondence with a high degree of discretion, professionalism, and attention to detail.
- Supported strategic business initiatives by tracking deliverables, coordinating cross-functional projects, and ensuring alignment with executive priorities.
- Anticipated executive and organizational needs, proactively resolving issues and streamlining processes to enhance operational efficiency.
- Held a government security clearance, demonstrating a high level of trust, discretion, and professionalism in handling sensitive and confidential information within a regulated corporate environment.
Administrative Assistant | In Office Learning Coor
Eide Bailly
Reno, NV
06.2018 - 02.2021
- Managed complex calendars, coordinated client meetings, and organized logistics to support efficient collaboration between partners, staff, and external stakeholders.
- Served as a point of contact for clients and internal teams, ensuring responsive communication, professional service, and timely follow-through on requests.
- Supported partners and accounting professionals in a fast-paced professional services environment, coordinating administrative priorities, client communications, and daily operations.
- Collaborated across departments to streamline administrative workflows, resolving operational challenges and supporting firm-wide initiatives for greater organizational effectiveness.
- Coordinated office-wide learning and professional development initiatives, enhancing training schedules, continuing education programs, and employee onboarding activities for improved staff engagement.
- Maintained confidential client information, financial documentation, and internal records, ensuring data integrity and compliance with privacy standards.
Education
Bachelor of Science - Finance
Perdue Global
02-2030
Finance
Truckee Meadows Community College
Reno, NV01-2020
ABA Trust School 1
Atlanta, GASkills
- UHNW Client Relationship Management
- Trust & Fiduciary Administration
- Client Advocacy & Relationship Development
- Cash Management & Distribution Coordination
- Cross-Functional & Advisor Collaboration
- Trust Committee & Compliance Support
- Client Onboarding & Account Maintenance
- Executive Leadership & Strategic Coordination
Timeline
Director of Client Experience
Blue Sky Trust, LLC
01.2025 - Current
Executive Assistant to the President
Laurel Trust Company
02.2022 - 01.2025
Executive Assistant to the President
Sierra Nevada Corporation
02.2021 - 02.2022
Administrative Assistant | In Office Learning Coor
Eide Bailly
06.2018 - 02.2021
Bachelor of Science - Finance
Perdue Global
Finance
Truckee Meadows Community College
ABA Trust School 1