Jacqueline M. Lewis
Altadena, CA 91001
Mobile 626-***-****
******.*****@*****.***
Experienced and highly skilled professional, demonstrating experience in
the dynamic cultures of both the legal and accounting fields. Adept at
supervising office structures and staffing while driving competitive and
productive key tasks and budgeting. Currently seeking a position that will
effectively utilize acquired skills and abilities in a dynamic and fast-
paced environment while providing room for professional growth.
Techno Magnet, Inc., Van Nuys, CA Office
Manager/Bookkeeper July 10-Current
. Accounts Payable/Receivable
. Prepare daily deposits, banking and daily cash position management
. Payroll Administration, Personnel/HR functions
. Collections, Credit checks
. General Administrative Assistant duties
. G/L and general journal entries, bank and credit card reconciliations
. Monitor/track budget and daily cash controls
. Reconcile invoices and discrepancies
. Manage calendar, schedule meetings and conferences
. Vendor/Customer account management, Customer account servicing
. Software- Microsoft Access, Word, & Excel, Firefox Thunderbird
. Record minutes
. Mail processing: outgoing & incoming, packages via FedEx & UPS
. Data entry and database management
. Draft business correspondence
. Manage phone inquiries, messages, and visitors
. Establish and maintain filing systems, open and close accounts/files
. Maintain general office appearance, office supplies & equipment
Instant Tax Relief, Pasadena, CA Office
Manager/Bookkeeper Jan 09-July 10
. Administrative Assistant to CPA & CTP
. Assemble & mail tax returns to clients,
. Prepare monthly client billing
. Manage calendar, schedule meetings and conferences
. Software- QuickBooks, ProSeries, Office Suite
. File LLC with State of California, Payroll taxes, quarterly payroll
deposits, etc.
. Set up new client files, working papers
. Perform monthly bookkeeping duties, data entry, maintain A/R and A/P
schedules, expense reports
. A/R, A/P, P/R, Monthly Banking duties
. Receptionist, customer service
Law Office of Richard G. Novak Pasadena, CA Office
Manager/Legal Assistant March 2005 - March 2008
. Administrative Assistant to Attorney, Paralegal, & Law Clerks.
. Filing & maintenance of file organization.
. Receptionist; Send and receive faxes
. A/R, A/P: Invoicing, receive & apply payments (QuickBooks & PCLaw),
retainers & trust account deposits, administration of reimbursement
through CJA, bank deposits, data entry.
. Bookkeeping assistance, record/post expenses, expense reports.
. Compose correspondence, generate & execute POS.
. Liaison between Attorneys, clients, prospects, experts, court staff, &
clients.
. Case & Matter management (PC Law)
. Calendar management, Schedule meetings, conferences, appearances, travel.
. Document management, court forms/documents.
. Trial preparation assistance, organization of discovery, trial notebooks
. Compile & Execute Federal & State filings; Traditional and ECF, Under
Seal filings
EDUCATION: BA in Sociology, Minor in Law & Society - Spring 2010 CSULA
Legal Secretary Certificate -July 2009 UCLA
Extension
CERTIFICATES: .PC LAW Basic Training, .Introduction to Electronic Case
Filing .National Bookkeeping Association (NBA)