Julia Morgan
Carlsbad,CA
Summary
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Excellent relationship-building, multitasking, and decision-making skills. Attentive professional experienced in guiding and motivating top-quality talent. Committed to consistently fostering superior customer service standards and communicating with tact and diplomacy. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
9
9
years of professional experience
Work History
Administrative Assistant
Morrison Insurance Services
Carlsbad, CA
02.2025 - Current
- Processed client documentation, ensuring accuracy and compliance with regulatory standards.
- Developed and maintained filing systems to enhance information retrieval efficiency.
- Trained new administrative staff on office procedures and software applications utilized by the company.
- Oversaw inventory management for office supplies, ensuring availability while minimizing costs.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Assisted in preparing reports by compiling data from various sources and presenting findings.
Assistant Manager
Hand and Stone Massage and Facial Spa
San Marcos, CA
09.2022 - 02.2025
- Coordinated with other departments to ensure smooth flow of operations.
- Resolved conflicts between team members in an effective manner.
- Communicated regularly with customers to gain insights into their needs.
- Supervised daily operations including scheduling shifts, assigning duties.
- Created reports on sales trends, inventory levels, and financial data.
- Monitored employee attendance records, timekeeping, and payroll information.
- Reconciled daily financial transactions against cash receipts at the end of each day's business activity.
- Answered incoming calls, directed them to appropriate personnel and took messages.
- Handled cash transactions accurately, balancing the register at the end of each shift.
- Resolved any customer complaints or issues in a timely fashion following established protocols.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Oversaw daily operations to ensure exceptional client experiences and service quality.
- Trained and mentored staff on best practices for massage and facial treatments.
Retail Specialist
Earthwise Pet
Carlsbad, CA
06.2020 - 08.2022
- Maintained a clean and orderly retail environment.
- Provided excellent customer service to ensure satisfaction.
- Assisted customers in selecting merchandise based on their individual needs and preferences.
- Maintained accurate records of all tasks completed by the team.
- Performed data entry into computer systems for tracking purposes.
- Created, updated, and monitored employee schedules for multiple departments.
Mail Order Department/Shipping and Receiving Assistant
Mary's Tack & Feed
Del Mar, CA
03.2017 - 08.2019
- Received incoming shipments, inspected contents, and verified invoices.
- Organized warehouse inventory and ensured proper storage of goods.
- Created labels for packages and containers using label-making software programs.
- Maintained accurate records for all shipping activities using computer systems.
- Utilized barcode scanners to track movement of products within the warehouse.
- Packaged items appropriately for safe transport by air, ground or sea freight carriers.
- Provided support to other departments regarding product shipment needs.
- Maintained a clean and safe work environment by adhering to safety regulations.
- Unloaded trucks, checked in merchandise, and stocked shelves.
Education
Some College (No Degree) -
Mira Costa Community College
Oceanside, CASkills
- Employee Scheduling
- Business Administration
- Staff Supervision
- Microsoft Office expertise
- Computer skills
- Data entry
- Customer service
- Office administration
- Orientating and training
- Google Drive
- Sales monitoring
- Operations Management
Languages
American Sign Language
Limited
Education and Training
other
Timeline
Administrative Assistant
Morrison Insurance Services
02.2025 - Current
Assistant Manager
Hand and Stone Massage and Facial Spa
09.2022 - 02.2025
Retail Specialist
Earthwise Pet
06.2020 - 08.2022
Mail Order Department/Shipping and Receiving Assistant
Mary's Tack & Feed
03.2017 - 08.2019
Some College (No Degree) -
Mira Costa Community College