Lisa J. Bares

**** ***********

Mayfield Hts., Ohio 44124

440-***-****

Objective:

To secure a challenging position requiring detailed organizational skills.

Skills:

Accounts Payable/Receivable with strong organization and analytical skills, excellent interpersonal skills, office etiquette and customer service.

Computer Proficiencies:

Knowledge of the following software packages:

Microsoft Office (Word, Excel, Power Point and Outlook)

QuickBooks

Syteline 3.5 and 8.0

Work Experience: September 2013-July 2017 Caregiver for family member.

Transformer Engineering

November 2010 – August 2013

Office Assistant of a manufacturer for transformer units. Responsible for all front office duties including AR/AP, banking, shipping, invoicing, daily time tickets and daily sales reports. In charge of organization of files and in Syteline. Knowledge in sales. preparing quotes to engineering and entry of new orders. Heavy phone clientele contact, with strong organizational skills and multitasking.

Baker & Associates

September 2002 – February 2010

Assistant to the President of a manufacturing rep. firm for water and wastewater equipment. Responsibilities include organization of files and records, tracking and preparing for bidding projects, maintain Quickbook records, commissions, correspondence, and heavy clientele contact.

SS&G Investment Services, LLC

March 2000 – August 2002

Administrative Assistant for the Director of the investment and financial planning department. Responsibilities include compiling and preparing spreadsheets, proposals, correspondence, organization of files and records, arranging appointments, heavy clientele contact, phones and dictation. Processing of applications for life insurance, mutual funds and variable annuities, ordering sales supplies and maintaining the tracking system.

Business Technologies Services, Inc.

November 1998 – March 2000

Network Services Coordinator for a telecommunications firm. Responsibilities include heavy client and vendor contact, highly detailed audit procedures involving all of the client’s telecommunication bills and the local exchange breakout of their current use of telephone lines.

Investment Professionals, Inc.

March 1997 – July 1998

New Accounts Representative for a Regional Brokerage Firm. Responsibilities include setting up Pershing accounts, completing mutual fund applications, directing all investment checks for existing clients, wire transfers, handling of error accounts, processing of IRA distributions and reviewing confirms to prior day’s orders.

References furnished upon request.

Contact this candidate