Dynamic Administrative Professional with 15+ Years Experience

Julie Carlson, Secretary / Receptionist / Assistant

New Bedford, Massachusetts, United States, 508-***-****, *****.***********@*****.*** PROFILE Dynamic administrative and client support professional with 15+ years of experience spanning office administration, case management, operations, and client relations. Known for managing high-volume communications, coordinating complex schedules and travel, maintaining confidential records, and supporting budget tracking with accuracy and discretion. Brings a unique blend of healthcare, recovery, and business operations experience, with a strong focus on organization, empathy, problem-solving, and dependable service delivery.

SKILLS Administrative Support Expert

Case Management Expert

Records Maintenance Expert

Crisis Intervention Expert

Cross-functional Collaboration Expert

Budget Monitoring Expert

Calendar Management Experienced

Travel Coordination Experienced

Customer Service Experienced

Data Entry Experienced

Microsoft Office Experienced

Confidential Records Handling Experienced

Client Relations Experienced

EMPLOYMENT HISTORY

Jul 2024 — Jan 2026 Secretary / Receptionist / Assistant, Spirit Amy Inc. Oversaw 25-40 daily calls and emails, directing inquiries and providing accurate information for professional service. Coordinated executive travel logistics, arranging flights and accommodations for seamless operations. Supported budget preparation by gathering expense data and monitoring spending patterns. Organised confidential files in compliance with company policies.

• Streamlined communication processes, enhancing responsiveness.

• Coordinated travel itineraries, reducing logistical delays.

• Assisted in budget monitoring, contributing to informed decision-making.

• Ensured secure management of confidential documentation. Aug 2023 — Jun 2024 Front End Clerk / Cashier, BJ's Wholesale Club Cross-trained in deli, bakery, front-end, and cashier operations, demonstrating strong multitasking skills. Operated cash register and supervised self-checkout, assisting customers with purchases and addressing product inquiries. Verified prices, discounts, and promotions while processing cash, credit card, and mobile transactions.

• Adapted quickly to diverse responsibilities across departments.

• Streamlined checkout processes, minimising delays for customers.

• Ensured accurate pricing and promotions during transactions. Mar 2017 — Aug 2023 Manager, A Maid, A Mop & A Mom Oversaw operations of a cleaning company serving 60 clients monthly, prioritising customer satisfaction. Developed marketing strategies to boost engagement and drive sales. Maintained accurate financial records to support budgeting and strategic decision-making.

• Founded and grew a residential and commercial cleaning service.

• Enhanced customer acquisition through targeted marketing initiatives.

• Managed financial documentation for effective cash flow and forecasting. Oct 2015 — Oct 2017 Community Support Provider & Recovery Coach / Case Manager, High Point Treatment Centers

Managed caseload of 12-25 clients post-inpatient detoxification. Coordinated access to medical, behavioural health, and Medication-Assisted Treatment services. Advocated for clients with probation officers, DCF, and other agencies. Assisted with housing applications, job searches, public benefits, and essential resources.

• Organised group activities and workshops to enhance community engagement.

• Provided emotional support through active listening and empathy.

• Delivered timely information on social services to community members. Sept 2014 — Oct 2015 Substance Abuse Counselor, Highpoint TSS Developed tailored treatment plans for 12-16 clients in an inpatient facility. Conducted individual sessions thrice weekly and facilitated two group sessions daily to support various substance abuse issues. Assessed clients' substance history and mental health, applying evidence-based interventions. Maintained thorough documentation of progress and collaborated with multidisciplinary teams to ensure comprehensive care.

• Created and implemented individualized treatment strategies.

• Facilitated supportive group sessions addressing substance abuse challenges.

• Conducted in-depth assessments to identify treatment needs.

• Collaborated with healthcare professionals for integrated client care. Jan 2012 — Sept 2014 Clinician, ATS Detox unit, High Point Treatment Centers Conducted daily individual sessions and developed treatment and aftercare plans for 8-18 clients. Facilitated two group sessions daily focusing on relapse prevention and coping skills. Coordinated with DCF, probation officers, and community providers to ensure continuity of care, maintaining updated client charts in compliance with HIPAA.

• Delivered tailored treatment plans based on individual client needs.

• Enhanced client engagement through dynamic group sessions.

• Maintained accurate documentation to support compliance and care continuity. EDUCATION Associate Degree in Human Services

Recovery Coach Training Sessions

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