Summary
Overview
Work History
Education
Skills
Timeline
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Julie Long

New Smyrna Beach,FL

Summary

Administration Professional experienced at supporting high achieving executives and senior-level staff. 25+ years of experience of managing high volume workload with multiple deadlines. Highly dependable, ethical and reliable leader with demonstrated problem-solving and communication skills. Detail oriented team player with strong organizational skills. Expert in travel management, expense tracking and schedule coordination.

Overview

25
25
years of professional experience

Work History

Administrative Services Supervisor

James Moore & Co.
11.2022 - Current
  • Managed a team of administrative staff, ensuring timely completion of tasks and maintaining high-quality work.
  • Improved office efficiency by streamlining administrative processes and implementing time-saving strategies.
  • Maintained policy and procedure manuals and documented processes.
  • Attend department scheduling meetings and manage multi-office staff work schedules.
  • Plan multi-day off site department summit including hotel accomodations, conference room set-up, catering arrangements and bonding activities.

Executive Assistant

James Moore & Co.
11.2020 - 11.2022
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Processed travel expenses and reimbursements for executive team.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Prepare client billing and generate monthly invoices.
  • Coordinated logistics and planned out of state Partner retreat including accomodations, conference room set-up, catering and restaurant arrangements, transportation services and after hour activities.

Administrative Services Supervisor

James Moore & Co.
07.2016 - 11.2020
  • Managed a team of administrative staff, ensuring timely completion of tasks and maintaining high-quality work.
  • Improved office efficiency by streamlining administrative processes and implementing time-saving strategies.
  • Organized team-building events to boost morale and improve collaboration among administrative staff members.
  • Maintained policy and procedure manuals and documented processes.
  • Interviewed, supervised, developed and trained staff. Assisted with employee performance evaluations, providing constructive feedback to support professional growth and development.

Senior Administrative Assistant

James Moore & Co.
07.2007 - 07.2016
  • Implement and configure new document management system application and workflow tracking. Firm administrator for system.
  • Assembled and filed returns with tax departments at local, state, and federal levels.
  • Prepared and filed extensions with tax departments at local, state and federal levels.
  • Electronically file and track client tax returns and extensions.
  • Managed filing system, entered data and track client tax return preparation and filing.
  • Streamlined office operations by implementing efficient administrative processes and procedures.
  • Enhanced communication within the tax department by managing internal and external correspondence promptly and professionally.
  • Managed sensitive information with utmost discretion to maintain confidentiality at all times.

Administrative Assistant

James Moore & Co.
01.1999 - 07.2007
  • Assembled and filed returns with tax departments at local, state, and federal levels.
  • Prepared and filed extensions with tax departments at local, state, and federal levels.
  • Prepare correspondence, reports and various tax forms.
  • Managed filing system, entered data and track client tax return preparation and filing.
  • Maintain offsite file storage and retention records.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.



Education

High School Diploma -

Spruce Creek High School
Port Orange, FL

No Degree - Computer Programming

Daytona State College
Daytona Beach, FL

Skills

  • Staff supervision
  • Organizational leadership
  • Project management
  • Administrative support

Timeline

Administrative Services Supervisor

James Moore & Co.
11.2022 - Current

Executive Assistant

James Moore & Co.
11.2020 - 11.2022

Administrative Services Supervisor

James Moore & Co.
07.2016 - 11.2020

Senior Administrative Assistant

James Moore & Co.
07.2007 - 07.2016

Administrative Assistant

James Moore & Co.
01.1999 - 07.2007

High School Diploma -

Spruce Creek High School

No Degree - Computer Programming

Daytona State College

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Julie Long