Kelly Larson
Lakeville,MN
Summary
Operations professional with 7+ years of experience supporting regulated financial services and high‑volume client reporting activities. Skilled in executing and reviewing client communications with a strong focus on accuracy, regulatory compliance, and supervisory procedures. Experienced in quality control, audit support, SOP adherence, and cross‑functional collaboration to meet time‑sensitive deliverables and support risk mitigation.
Overview
28
28
years of professional experience
Work History
Operations Professional Expert
Ameriprise Financial
07.2017 - Current
- Execute and reconcile securities operations including ACATs, Non‑ACATs, outgoing gifts, claims, and fail reversals, ensuring accuracy and regulatory compliance.
- Collaborate with cross‑functional partners to resolve exceptions, escalate issues appropriately, and deliver accurate, timely client‑facing communications.
- Leverage Microsoft Copilot to draft, edit, and standardize emails and claim correspondence, improving efficiency, consistency, and turnaround time.
- Maintain comprehensive documentation, audit trails, and SOPs, supporting internal reviews, audits, and regulatory requirements.
- Support the onboarding and training of new operations staff.
Server
The Tavern on France
04.2015 - 07.2017
- Organized and prepared the restaurant for daily operations by completing various setup tasks.
- Efficiently processed and fulfilled customer orders with precision, adhering to their specific requests.
- Enhanced guest experience by diligently following up with customers and promptly meeting their needs.
- Enhanced team efficiency through customer greetings, telephone assistance, and support in food and drink service.
- Mentored and trained new employees on job responsibilities and company procedures.
Server/Bartender
Don Pablo’s Restaurant
06.1998 - 04.2015
- Performed essential opening and closing duties, contributing to the store’s smooth operation.
- Efficiently processed and fulfilled customer orders with precision, adhering to their specific requests.
- Enhanced guest experience by diligently following up with customers and promptly meeting their needs.
- Enhanced team efficiency by greeting customers, answering telephones, and assisting with food and drink service.
- Oversaw the training of new staff, enhancing their skills and knowledge.
Education
Associate of Science - Health Unit Coordinator
Century Community College
White Bear Lake, MNSkills
- Workflow management
- Staff training and development
- Operational excellence
- Relationship building
- Workload prioritization
- Deadline management
- Cross-functional team leadership
- Problem identification and resolution
Timeline
Operations Professional Expert
Ameriprise Financial
07.2017 - Current
Server
The Tavern on France
04.2015 - 07.2017
Server/Bartender
Don Pablo’s Restaurant
06.1998 - 04.2015
Associate of Science - Health Unit Coordinator
Century Community College