LISA WILSON
Roseville, OH ***** 740-***-**** **************@*****.***
PROFESSIONAL SUMMARY
Accomplished Administrative Assistant with a proven tract record at Primary Aim LLC, enhancing operational efficiency and financial accuracy through expert data entry, accounts payable support and accurate typing. Excellent understanding of workers’ compensation, executing end of month bank reconciliations and a keen ability to multitask and complete projects on time. SKILLS
Administrative Support Accounts Payable Support
Data Entry Microsoft Word
Excel Sage/Intacct
Customer Service Workers’ Compensation – 3 states
Bank Reconciliations Secretarial/Purchasing
EXPERIENCE
Primary Aim LLC – Wendy’s Franchise Zanesville, Ohio Administrative Assistant June 1998 -- December 2024
• Back-up Accounts Payable – keyed in invoices for 78 Wendy’s restaurant Pay invoices online – credit card/ACH, weekly check run -- print invoices off online
• Maintenance Secretary – purchased equipment – call vendors for equipment repairs
• Customer Service – complaints, injuries, lawsuits -- property damage claims
• Verified 78 weekly cash sheets -- cash deposits, credit card sales, gift cards redeemed
• End of month bank reconciliations for 78 accounts
• Reconciled 3rd party sales weekly -- Door Dash, Grub Hub, Uber Eats, Wendy’s Mobile
• Apply for health permits, business & city licenses Southeastern Ohio Chiropractic Zanesville, Ohio
Receptionist/Front Desk February 1993 -- May 1998
• Answered Telephone – scheduled and confirmed appointments
• Made and updated patient charts
• Handled cash transactions – posted insurance payments South Village Floral Inc Zanesville, Ohio
Owner February 1990 -- December 1992
• Managed day-to-day operations
• Managed purchasing, sales, billing, posting payments and payroll
• Ran postal contract station in flower shop
Good Samaritan Medical Center Zanesville, Ohio
Reception – Office of the President June 1984 -- December 1989
• Answered telephone -- took accurate messages
• Set up meetings and appointments
• Completed daily office tasks – opening & delivering mail, data entry, typing Drs. Camma, Thompson & Somple Zanesville, Ohio
Insurance Clerk May 1983 -- May 1984
• Answered & returned calls to patients concerning claims information
• Maintained confidentiality of patient’s medical records
• Prepared & submitted insurance claim forms or other related documents
• Back-up receptionist
Graham & Graham Attorney’s Zanesville, Ohio
Receptionist – 8 Attorney office November 1982 -- April 1983
• Answered telephone -- took accurate messages
• Assisted new client’s completing initial paperwork
• Assisted with typing, data entry, filing, trial preparation
• Ran paperwork and filings to courthouse and attorney’s offices Nelson McCoy Pottery Company Roseville, Ohio
Secretary/Receptionist June 1974 -- October 1982
• Secretary to the Office Manager -- typing, copying, mailing
• Completed monthly inventory of over 750 different pieces of pottery
• Keyed in all chain store orders into computer system
• Received, sorted and distributed mail between departments and personnel EDUCATION
Morgan High School -- McConnelsville, Ohio
Clerical -- Diploma
Muskingum Area Technical College -- Zanesville. Ohio Accounting - No degree
One semester when purchasing flower shop