Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kristi L. Vicknair

Metairie,LA

Summary

Results-driven and highly adaptable professional with a proven track record of success across diverse roles and industries. Known for strong problem-solving abilities, effective communication skills, and a commitment to delivering high-quality work in fast-paced environments. Skilled in managing multiple priorities, collaborating with cross-functional teams, and leveraging data and technology to drive efficiency and achieve organizational goals. Demonstrates a continuous improvement mindset, with a strong focus on professional growth and contributing to team success.

Overview

36
36
years of professional experience
1
1
Certification

Work History

Legal Secretary/Paralegal

Neilson Law Firm
08.2022 - Current
  • This was a paid internship that I completed during the day while attending school at night to receive my Certificate of Paralegal. Responsible for transcribing legal documents from dictations, filing documents with the Louisiana Federal District Court of New Orleans, scheduled and prepared for depositions, set-up meetings, and maintained the attorney's calendar.
  • Conducted legal research, compiling relevant case law and statutes to support ongoing litigation and client matters.
  • Assisted in the preparation of trial materials, organizing exhibits and evidence for courtroom presentations.
  • Managed attorney calendars, scheduling appointments and coordinating meetings efficiently to optimize time management.
  • Maintained filing systems, both electronic and physical, enhancing document retrieval speed and organization.
  • Supported billing processes by tracking billable hours and preparing invoices for client review, ensuring accuracy.
  • Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Organized files for court proceedings.
  • Received and placed telephone calls to clients and prospective clients.

Receptionist/Data Entry

TruWealth LLC
02.2019 - 08.2022
  • Responsible for answering busy multi-line phone, greeting clients, preparing conference room for clients and showing clients to the conference room, input data and store it in correct folder, prepare Fedex packages, open mail and deliver it to the advisors.
  • Followed data entry protocols, rules and regulations.
  • Completed recordkeeping, filing and data entry duties.
  • Performed general clerical tasks such as filing, faxing and data entry.
  • Improved return processing times with meticulous data entry and attention to detail.

Financial Assistant

Olivier Group
01.2018 - 02.2019
  • Responsible for greeting clients, scheduling, confirming client meetings, processing contributions to the client’s retirement accounts, setting up monthly automatic contributions and distributions, processing yearly RMDs for IRAs, transferring money from the client’s retirement accounts to their bank accounts, preparing and submitting required documentation for applications for retirement accounts, making daily deposits through mobile banking applications through TD Ameritrade, Fidelity and Cetera, preparing and analyzing daily and monthly reports, renewing annuities, reconciling and preparing spreadsheets from credit cards statements for the President, following up and confirming that applications, changes, corrections, payments and distributions had been processed and completed.
  • Processed invoices and expense reimbursements, ensuring compliance with company policies.
  • Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
  • Collaborated with team members to streamline financial processes and improve efficiency.
  • Maintained accounting records using QuickBooks for efficient data management.
  • Prepared reports used in making key decisions.
  • Completed financial forms such as I9, W4, and W9, and maintained permanent records.
  • Managed office inventory and ordered new supplies when items were running low.
  • Pitched in to assist with special projects and additional tasks.

Administrative Assistant 5

State of Louisiana Lafourche Basin Levee District
09.2003 - 12.2017
  • Responsible for greeting clients, directing them to the proper person, processing and distributing mail, preparing monthly accounts payables with purchase orders, writing purchase orders for all office supplies and in absence of the Executive Director the maintenance department. Compose all correspondences and maintain calendar for the Executive Director.
  • Provide confidential administrative assistance to the Executive Director, Board President, 11 Governor Appointed Commissioners, and the Board Attorney. Make all travel arrangements for the Executive Director and 12 Board Members.
  • Reconcile payroll account, maintain records of all property, equipment, Professional Service Contracts, Intergovernmental Agreements, Local Service Agreements, Emergency Manual and Board By-Laws. Submitting to the applicable parties; Maintenance Department, Department of Civil Service, Attorney General, Parish Presidents, United State Army Corps of Engineers, and Coast Protection and Restoration Authority.
  • Independently compose and advertise for seal bids ensuring all bid laws are observed. Attended pre-bid conferences to verify compliance.
  • Submitted invoices to St. Charles Parish for reimbursement ensuring correct and complete documentation had been received pertaining to the acquisition of property and legal fees for the Willowridge Hurricane Protection Levee Phase I, II and III.
  • Compile monthly requests for items to be placed on the agenda for the Lafourche Basin Levee District Board of Commissioner’s three-monthly meetings – Regular, Finance, and Committee, as well as attend all monthly meetings and transcribe minutes from each meeting and publish the Regular minutes according to state law.
  • Respond to inquiries that applicants have relative to the Federal rules and regulations on How to Apply for a Levee Permit. Review all requests from applicants for 63 miles of levee on the West Bank of the Mississippi River for permission to perform all work from the batture to 1,500 feet from the toe of the Mississippi River Levee in Parishes; Assumption, Ascension, St. James, St. John the Baptist, and St. Charles to ensure the correct information and documentation had been received, including, but not limited to engineering drawings, stability reports, soil boring reports, environmental impact studies, United State Coast Guard navigation reports, recommendations from United State Corps of Engineers and Coastal Protection and Restoration Authority before issuing the Lafourche Basin Levee District Levee permit for the work to be performed within the district. Also, ensure the work outlined in the permit is completed according to the specification listed within the levee district permit. Additionally, during periods of high water I remained in constant contact with the Army Corps of Engineers and Coastal Protection and Restoration Authority during the different stages of flood phases to ensure the integrity of the levee was not being compromised.
  • Coordinated scheduling and logistics for meetings and events within the district.
  • Managed correspondence, ensuring timely communication among stakeholders and team members.
  • Maintained organized filing system, enhancing document retrieval efficiency for staff.
  • Developed training materials for new hires, facilitating smooth onboarding processes.
  • Assisted in preparing reports and presentations for board meetings and public inquiries.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Managed filing system, entered data and completed other clerical tasks.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.

Commercial Insurance Broker

Gresham Associates
01.1990 - 08.2003
  • Responsible for proof-reading insurance policies for accuracy, invoicing policies, ordering inspections, processing quotes, binders, endorsements, cancellations, and reinstatements for commercial insurance policies.
  • Negotiated terms and conditions with insurers to secure favorable rates.
  • Conducted market research to identify suitable coverage options for clients.
  • Provided training and mentorship to junior brokers on best practices in insurance sales.
  • Offered detailed information about products and binding coverage.
  • Reviewed, shopped and processed renewals.
  • Received inbound phone calls and electronic quote submissions.
  • Educated clients on insurance policies and procedures.

Education

High School -

Bonnabel High School
Kenner, Louisiana

Certificate - Paralegal

Baton Rouge College
Baton Rouge, Louisiana

Skills

  • Accurate typing ability
  • Proficient in Microsoft Office
  • Calendar organization
  • SalesForce
  • (Basic) Quickbooks
  • Customer Service
  • Effective time management
  • Loyal and Discreet (Maintain Confidentiality)
  • Operate Under Pressure
  • Efficient and Detail-Oriented
  • Strategic decision making
  • Able to Learn New Programs and Applications
  • Coordinate Multiple Projects
  • Consistently meet deadlines
  • Detail-oriented
  • Work with Minimal Supervision

Certification

  • Paralegal Training - [Timeframe]
  • Certified Paralegals, Baton Rouge Community College - [Timeframe]

Timeline

Legal Secretary/Paralegal

Neilson Law Firm
08.2022 - Current

Receptionist/Data Entry

TruWealth LLC
02.2019 - 08.2022

Financial Assistant

Olivier Group
01.2018 - 02.2019

Administrative Assistant 5

State of Louisiana Lafourche Basin Levee District
09.2003 - 12.2017

Commercial Insurance Broker

Gresham Associates
01.1990 - 08.2003

Certificate - Paralegal

Baton Rouge College

High School -

Bonnabel High School

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