LAURA PARRISH
Pine Bluff,AR
Summary
Versatile, results oriented, Compliance Officer with a background in banking and finance. Consistently meets bank and customer service standards. Successful at improving Operations, giving input to better resolving complex or escalated customer service issues. involved with policies and procedures, impacting business growth, staying within guidelines and enhancing profits. Personable and friendly with superb negotiation and presentation skills.
2019 American Banker’s Association Graduate with in-depth knowledge of Personal Trust Administration and Investments.
2013 Cannon Financial Graduate with in-depth knowledge of Retirement Plan Services, as well as advanced understanding of operations.
2009 Graduate Arkansas Bankers Association Account management.
Overview
23
23
years of professional experience
Work History
Executive Assistant/Operations II Assistant and Trust Administrator
Simmons Bank Wealth Management
Pine Bluff , AR
11.2016 - Current
- Oversees and manages over 200 accounts with assets over $132,000,000
- Managed and directed accounts include Revocable and Irrevocable, IRAs, ILIT’s, Agency (Custodial) Farm Agency accounts
- Meets and communicates with high profile, high net worth clients and their beneficiaries
- Monitor client accounts with trades, overdrafts and distributions daily
- Daily approvals of Trust Operations, RPS, Personal Trust and Corporate account transactions
- Manages Discretionary Distribution requests
- Manages ILIT Trusts including Crummey Letters
- Manages daily operation functions of client accounts
- Involved with purchasing of trust assets including but not limited to real estate and farms
- Buys and sells equities
- Oversees bills and invoices for client accounts, making sure distributions fall within the guidelines of the governing documents.
Trust Advisor Assistant
Pinnacle Trust
Madison , MS
09.2014 - 09.2016
- Daily operations of client accounts
- Set up meetings for Trust Officer and clients
- Kept up with calendars and schedules for Trust Officers
- Facilitated weekly Trust meetings for Officers and Management staff
- Assisted high profile clients with legal trust documents, and personal finances
- Reconciled accounts
- Attended meetings with clients and Attorneys
- Assisted and cleaned up Audit exceptions.
Operations & Employee Benefits; Wealth Management & Investments
Relyance Bank, N.A. (Formally known as Pine Bluff National Bank)
Pine Bluff , AR
01.2007 - 09.2014
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
- Accessed computerized financial information to answer questions related to specific accounts
- Prepared accurate financial statements at the end of each quarter
- Reviewed files, records and other documents to obtain information and respond to requests
- Analyzed and researched reporting issues to improve accounting operations procedures
- Compiled general ledger entries on a short schedule with nearly 100% accuracy
- Reconstructed accounting records from clients’ checks and cash receipts
- Successfully implemented new technologies and process automations to encourage continuous improvement
- Completed and mailed bills, contracts, policies, invoices and checks
- Monitored payments due from clients and promptly contacted clients with past due payments
- Researched and resolved accounts payable discrepancies.
Regional Manager
Arkansas Post Girl Scout Council
Pine Bluff , AR
03.2001 - 01.2007
- Planned and executed events and marketing programs, producing five times target number of qualified leads
- Supervised and coordinated office activities for a staff of professionals
- Administered payroll system to ensure accurate and timely compensation for a team of 9
- Assigned tasks to associates, staffed projects, tracked progress and updated managers, board and volunteers as necessary
- Oversaw inventory and office supply purchases
- Compiled annual recommendations for end of fiscal year budgets
- Managed hundreds of receivable accounts
- Entered financial data into the company accounting database to be verified and reconciled
- Tracked financial progress by creating quarterly and yearly balance sheets
- Introduced new and efficient accounting, financial and operational systems
- Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
Education
I, II, III & IV -
01.2019
Graduate of Cannon Financial Retirement Plan Services -
01.2013
Graduate of Leadership Pine Bluff -
01.2009
Graduate of Arkansas -
Bankers Association Trust School
01.2009
Graduate of American Banker’s Certified Trust and Financial Advisor -
Skills
- Business Administration
- Mail Management
- Strategic Planning
- Presentation Development
- Expense Reporting
- Scheduling
- Training and coaching
- Delegation and prioritization
- Training and mentoring
- Escalation Handling
References
References:
Teri Hopper 4290 Rodgers Rd E Rison, AR Cell: 870.820.2353
Leah Nooner 23 Dogwood Dr Sheridan, AR 72150 Cell: 870.489.1466
Interests
Community Activities , 2007-2008 Board Member Voices for Children 2008-2012 Co-Chair Rajun Cajun Jr. League of Pine Bluff 2016- 2023 Leadership Pine Bluff Alumni Board Member 2020- Current Master Gardener, University of Arkansas, Jefferson County Agri and Extension Services
Additional Information
- Accomplishments , 2007 Awarded Girl Scout Honor Pin. Highest honor that can be received by an adult in Girl Scouting. 2011, 2012 & 2013 Recipient of “Customer Service Star” award presented by the Greater Pine Bluff Chamber of Commerce.
Affiliations
I am a Master Gardener which allows me to utilize my passion by giving volunteer hours to my community.
Very involved with my church family.
A member of Delta Nature Society.
Accomplishments
- 2007 Awarded the Girl Scout Honor Pin. This is the highest honor that can be received by an adult in Girl Scouting.
- Recipient of the 2011, 2012 & 2013 "Customer Service Star" presented by the Pine Bluff Chamber of Commerce.
References
References available upon request.
Timeline
Executive Assistant/Operations II Assistant and Trust Administrator
Simmons Bank Wealth Management
11.2016 - Current
Trust Advisor Assistant
Pinnacle Trust
09.2014 - 09.2016
Operations & Employee Benefits; Wealth Management & Investments
Relyance Bank, N.A. (Formally known as Pine Bluff National Bank)
01.2007 - 09.2014
Regional Manager
Arkansas Post Girl Scout Council
03.2001 - 01.2007
I, II, III & IV -
Graduate of Cannon Financial Retirement Plan Services -
Graduate of Leadership Pine Bluff -
Graduate of Arkansas -
Bankers Association Trust School
Graduate of American Banker’s Certified Trust and Financial Advisor -
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