Julia Heidrick
Omaha,NE
Summary
Qualified administrative assistant with strong organizational skills and a background in customer experience. Known for efficient data entry and record-keeping, contributing to streamlined operations and improved client interactions. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Professional
ATAX
01.2026 - 04.2026
- Prepared individual returns using industry-standard software.
- Assisted clients in gathering necessary documents for accurate tax filings.
- Researched tax regulations to ensure compliance with federal and state laws.
- Communicated effectively with clients to address inquiries and provide updates.
- Maintained organized records of client interactions and filing statuses.
Customer Experience Agent
J.H. Stuckey Distributing
01.2024 - 07.2024
- Processed orders efficiently using CRM systems to ensure timely fulfillment.
- Conducted data entry tasks with attention to detail and accuracy.
- Monitored product inventory levels to assist in maintaining adequate stock for customer needs.
- Addressed customer inquiries, concerns, and complaints.
- Maintained organized filing systems, ensuring easy access to documents.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Trainer
Freddy's Frozen Custard & Steakburgers
06.2020 - 01.2023
- Trained new crew members on operational standards and customer service protocols.
- Ensured compliance with health and safety regulations during food preparation and handling.
- Assisted in inventory management, optimizing stock levels to reduce waste.
- Demonstrated exceptional multitasking abilities while handling multiple orders simultaneously under high-pressure situations.
- Collaborated with team members to complete tasks quickly during peak hours, minimizing wait times for customers.
- Supported smooth store operations by taking on additional responsibilities such as opening or closing procedures when needed.
Education
High School Diploma -
Skills
- Organization skills
- Verbal/written communication
- Individual tax preparation
- Computer skills
- File organization
- QuickBooks proficiency
- Customer service
- Data entry
- Strong problem solver
- Multi-line phone systems
- Tech-Savvy
- Confidential document control
Certification
- Certified Tax Preparer, ATAX- January 2026 - April 2026
Timeline
Tax Professional
ATAX
01.2026 - 04.2026
Customer Experience Agent
J.H. Stuckey Distributing
01.2024 - 07.2024
Trainer
Freddy's Frozen Custard & Steakburgers
06.2020 - 01.2023