Laryn Carlisle
Lorena
Summary
Dynamic operations professional with a strong track record in strategic thinking and collaboration regarding complex accounts and specialty assets. Experienced in developing streamlined operational procedures and fostering team development resulting in processing efficiencies, meeting compliance and regulatory requirements and accuracy.
Overview
18
18
years of professional experience
Work History
Senior Analyst II & Trust Operations Officer
Tolleson Wealth Management, Client Operations
Dallas, TX
04.2017 - Current
- Assisted in hiring and training of team members.
- Developed and maintained strong cross-functional team relationships to facilitate collaboration and resolve issues efficiently.
- Liaised between departments including HR, IT, Private Bank, Philanthropy, Private Trust and Client Advisory ensuring smooth communication and collaboration.
- Mentored junior team members, fostering professional development and enhancing overall team performance.
- Updated and published standard operating procedures (SOPs) using employee input and feedback resulting in clearer and more useful instruction for users.
- Devised and implemented quick reference documents outlining processes and procedures to assist other departments with common tasks.
- Oversaw transaction processing operations encompassing wires, ACH, checks, purchases, sales, capital calls, and deposit postings to ensure accuracy and compliance.
- Achieved seamless account openings and closures, enhancing client onboarding experiences. Delivered consistent account maintenance, resulting in improved client satisfaction and loyalty.
- Served as a key point of contact for internal teams and tax vendors, ensuring alignment and efficiency in operations.
- Conducted vendor reviews
- Crafted detailed memos and organized matrices to enhance communication during periodic trust committee meetings.
Office Manager
Andrea M. Still, CPA
Grapevine, TX
02.2008 - 04.2017
- Managed office operations, ensuring efficient workflow and organization.
- Coordinated scheduling and communication between clients and staff.
- Implemented filing systems to improve document retrieval efficiency.
- Developed office policies to streamline administrative procedures.
- Enhanced client relations through effective communication and timely follow-up.
- Handled sensitive information with discretion, maintaining confidentiality of client documents.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Managed vendor relationships.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Optimized organizational systems for payment collections.
- Entered preliminary tax information into the tax returns
Education
Associate of Science - Paralegal Studies
McLennan Community College
Waco, TXSkills
- Process improvements
- Team collaboration and leadership
- Data processing
- Risk mitigation
- Audit support
- Simplifying detailed information
Timeline
Senior Analyst II & Trust Operations Officer
Tolleson Wealth Management, Client Operations
04.2017 - Current
Office Manager
Andrea M. Still, CPA
02.2008 - 04.2017
Associate of Science - Paralegal Studies
McLennan Community College