Krista Juel

 Resourceful and knowledgeable professional, offering key credentials and strengths in administration, business support operations, bookkeeping, and personal assisting. Qualified and meticulous, offering the ability to virtually manage administrative operations, coordinate personal support activities, and provide high-level services. Possesses exceptional analytical, organization, time management, negotiation, problem solving and interpersonal communication skills. Mature and stable professional who excels during challenges. professional experience Specialty Operations Professional 1 03/22 – 07/25 Cetera Remote Processed client checks, daily follow-up reports and process transfer paperwork and distribution requests for RIA-managed accounts. Assisted clients with requests for distributions through Schwab, and other investment firms when necessary. Reviewed and submitted new account applications. Updated accounts in Orion, Salesforce and Schwab. Insurance Client Service Agent 11/21 – 2/22 McGriff Insurance / Truist Remote Processed commercial WC and GL audits; utilized Sagitta and CCDM to communicate and submit commercial audits to the servicer and other parties; Licensed P&C agent. Senior Customer Success Manager 4/19 – 8/21 FloodSimple Remote Processed and reviewed flood insurance claims utilizing Adobe Acrobat DC and Dropbox; provided support to insured, agents and lenders via email and phone to update quotes/binders and answer various questions. Independent Contractor 2/03 – 04/19 Various Clients Listed Below Remote Provided high-level remote, administrative support to various. Projects Included: • Worked within team to answer customer emails; Utilized Infusionsoft and HelpScout to implement support for customers. Updated billing and subscription for customers. • Provided high-level administrative support. Worked within Google Drive to perform tasks and projects according to priority deadlines. Used Toggl to record work time. Coordinated travel arrangements. • Oversaw tasks, checked on due dates, sough and destroyed roadblock associated with task; Updated project plans, lead weekly team meetings, reviewed tasks and assess strategy on current projects and initiatives; Reported statistics and Recorded metrics; Managed payroll and employee benefits, handled vendor payments and contractor invoices; Reviewed monthly P&L and additional financial reports. • Supervised, motivated, coached, scheduled and evaluated employees and facilitated effective training programs; Planned and coordinated daily workflows and prioritized assignments. Screened, interviewed, hired, developed and retained qualified and successful employment candidates and monitored teams to ensure quality; Identified and addressed performance deficiencies. Supported the launch and management of the rapidly growing build departments; Updated and maintained Leopard List databases and input data. • Independently and accurately coded documentation; evaluated documents to ensure quality control and produced reports detailing findings. Unitized various legal documentation; maintained confidentiality with highly sensitive matters and materials. Worked closely with cross-functional teams throughout the organization to facilitate the daily operations and ensure continual accuracy; streamlined the activities. FlexJobs, GradLabs, Marketing Pro, Go Meta Media, Gain Advantages, Privco, Kiosy Brand, Wilber Lane Law Firm, Desert Wren Ventures, Leopard Solutions, ACV Lit, On-Site Sourcing, Cypher Sourcing, Fast Track Litigation, Working Solutions Gift Processing and Database Specialist 3/17 – 9/17 Schreiner University Kerrville, Texas Performed a variety of complex duties associated with highly confidential gift processing functions. Provided answers to questions put forth by donors and senior level staff, the Business Office, University auditors and the Office of Advancement; Received and processed gifts in the form of pledges, cash, checks, credit cards, online gifts and recurring gifts; Processed more complex transactions, including stock transactions, matching gift transactions, in-kind gifts, and payroll deductions; Analyzed all gifts and accompanying documentation to determine the proper gift allocation; Created, updated and maintained biographical data in RE of constituents (alumnae, businesses, donors, foundations, parents and students) and populates all appropriate data fields where information is available; Researched and validated information by using internal and external resources; Maintained integrity of the RE database by following the Advancement Services database maintenance and clean-up schedule. Litigation Legal Secretary 10/00 – 1/02 Foley and Lardner Law Firm San Diego, California Coordinated the administrative and legal support activities of the firm; updated and maintained client files while maintaining strict confidentiality, answered high-volumes of incoming phone calls on a multi-line system, scanned and coded documents, produced reports, drafted files, and provided client support. Document Services Specialist / Proofreader 02/99 – 7/00 University of Iowa Foundation Iowa City, Iowa Conducted comprehensive analysis of documentation; proofread, edited, and finalized correspondence and documentation and transcribed trip and call reports. Accurately recorded data and ensured proper transcription; monitored any documentation for quality assurance and maintained strict confidentiality. TECHNOLOGY SNAPSHOT Microsoft Office Suite | Microsoft Windows | IPRO | Mozenda| HelpScout | MailChimp | Raiser’s Edge | Toggl | Infusionsoft | Ontraport | Agiloft | Teamwork | Slack | GetResponse | OnGage | Donor Perfect | Jenzabar | Hubstaff | Pitchbox | Todoist | Sales Exec | Dropbox | myHippo | Neptune | CAT | Superior | AON | Salesforce | Zoom | Teams | Schwab | Orion | iNavigator EDUCATION AA in Interdisciplinary Studies, 2013, Liberty University BS Interdisciplinary Studies, 2025, Liberty University, In Progress Insurance Producer: License #- since 12/22/2021 – 11/30/2025 TEFL / TESOL Certification and Comprehensive Training / Education Program