Kelly Krystyan
Executive Assistant
Boise
Summary
Versatile and results-driven professional with extensive experience at Roby Financial, adept in administrative support and office management. Demonstrated ability to maintain information confidentiality and ensure compliance with FINRA, SEC, and HIPAA standards. Proven track record in enhancing productivity through effective project management and exceptional customer service. Skilled in database management and advanced MS Office suite.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Executive Assistant
Roby Financial
05.2022 - Current
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed while maintaining FINRA and SEC compliance standards.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
Patient Access Specialist - Super User
Terry Reilly Health Services
03.2018 - 05.2022
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record in compliance with HIPAA privacy rule standards to protect patient's privacy.
- Obtained patient's insurance information and determined eligibility for benefits for specific services rendered..
- Performed and sent good faith estimates to each patient who had an appointment not covered by medical insurance.
- Trained team members on updated company policies and procedures monthly.
Legal Assistant
Sallaz Law
03.2013 - 03.2018
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Assisted in trial preparation by organizing exhibits, preparing witness lists, and coordinating trial logistics.
Education
Elementary Education & Social Work
Northwest Nazarene University
Nampa, IDBachelor of Science - Healthcare Administration
Stevens Henager College
Boise, ID 05.2001 -
Skills
Administrative support
Office management
Information confidentiality
FINRA and SEC compliance
HIPAA Compliance
Meeting planning
Database management
Strong problem solver
Risk management
Advanced MS office suite
Project management
Customer service
Schedule management
Certification
Notary
Timeline
Notary
07-2024
Executive Assistant
Roby Financial
05.2022 - Current
Patient Access Specialist - Super User
Terry Reilly Health Services
03.2018 - 05.2022
Bloodborne Pathogens BBP
03-2018
Notary
09-2014
Legal Assistant
Sallaz Law
03.2013 - 03.2018
Bachelor of Science - Healthcare Administration
Stevens Henager College
05.2001 -
Elementary Education & Social Work
Northwest Nazarene University
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