Administrative Assistant

Location:

Port Washington, WI

Salary:

20-25/hr.

Posted:

January 04, 2026

Contact this candidate

Resume:

Lisa Theis

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

Phone: 262-***-****

Port Washington, WI 53074

Cell: 262-***-****

****.*****@*********.***

Professional Summary

I have a wide variety of experience in many professions. I’ve been a banker, a tax preparer, I’ve worked in real estate, retail and property management. I’ve been an EMT and the administrative assistant for the fire chief of Port Washington. I’ve done data entry, been a receptionist for 5 banks simultaneously. I was a receptionist at a large steel mill in Saukville Wisconsin for a year. Most recently I worked as a dispatcher for an HVAC compony during their busy summer months.

My goal for future employment is to get back to a customer service oriented career. I have worked in the customer service field for all of my nearly 40 working years. I’m well versed in communication by phone, email and in person. I have an extensive background working in financial institutions, large corporations, small business, tax preparation. I have always made my duties as a mother my main priority. My children are grown now, so at this time I am available to put my career on the front burner.

Areas of Expertise

•● Emergent Patient Care

•● Account maintenance

•● Experience in both public and private accounting environments

•● Individual tax returns

•● Bank reconciliations

•● Tax liability computation

•● Project management

•● Event management

•● Property management

•● Experience in both public and private accounting environments

•

Work Experience

Administrative Assistant

Ogi Chiropractic

10/23/2023-9/2/2025

Professional Services HVAC

6/2023-9/2023

Dispatcher

Scheduling appointments for AC, furnace and boiler tune ups and repairs. Assigning technicians to jobs, choosing the most efficient routes for their days, managing their time and appointments. Phone communications with customers. Email correspondence.

Data Entry

12/2022-5/2023

Burlo Pet Supplies

Entering orders which were received by phone, mail and email. Customer service

Receptionist/ Admin Assistant

1/2022-12/2022

Seek/Charter Steel

Receptionist, and Admin duties including managing catering daily for hundreds of employees, answering phones, greeting customers, invoicing, sorting and delivering mail, making access cards for new employees, scheduling conference rooms for meetings, event planning, ordering flowers for many occasions.

EMT for Port Washington Fire Dept.

1/2013- 10/2020

EMT – Basic, skilled in Emergent Patient Care and emergent transports

Administrative Assistant for Port Washington Fire Chief Mark Mitchell 9/2012 - 10/2020

Assist Chief Mitchell with payroll and other various office duties including ambulance billing/reporting, accounts payable/receivable, filing, field phone calls/emails.

•● Proficiency with Microsoft Office Suite and web-based reporting tools

•● Expert in QuickBooks Pro software

•● Financial reporting

•● Federal/State tax return preparation

•● General and tax accounting

•● Employee coaching

Scrip Coordinator

06/2008 - 04/2014

Port Catholic – Port Washington, Wisconsin

Buy and sell scrip for the benefit of Port Catholic and it's school families. Other duties included managing the scrip bank account, entering orders for school families into Fox Manager and keeping inventory.

Property Management for Charles Pfrang

4/2011-10/2013

Dealt with many properties including managing renters issues, rent payments, problems that may arise, court appearances, bank deposits/money management. Scheduling work to be completed by contractors, etc.

Customer Service Representative

06/1995 - 04/2011

BMO Harris Bank – Port Washington, Wisconsin

Account Service specialist who deals directly with customers, specifically in cash handling and cross-selling other banking services. Also assists bank manager by handling all aspects of our accounts payable for three district offices. Daily cash drawer and vault balancing. Yearly tax collection for multiple municipalities also daily tax account balancing.

Federal and State Tax Preparer, 01/2001 - 04/2004

Jackson & Hewitt – Menomonee Falls, Wisconsin

Prepare and file Federal and State tax returns for clients. Working with clients by explaining tax laws, forms, changes, and possible options for current, past or present returns. Also, managing other employees. -Seasonal position-

Federal and State Tax preparer, 01/1995 - 04/2000

H & R Block – Port Washington, Wisconsin

Prepare and file Federal and State tax returns for clients. Working with clients by explaining tax laws, forms, changes, and possible options for current, past or present returns.

-Seasonal position-

Sales Representative, 04/1993 - 06/1995

Kenro Inc. – Fredonia, Wisconsin

Maintained over 120 existing accounts by placing orders for merchandise, making sure everything from production to shipping was done in a timely manner. Also maintained customer relations, such as dealing with customer complaints.

Teller, 06/1986 - 04/1993

Ozaukee Bank – Cedarburg, Wisconsin

Assisted customers with their existing accounts and cross-sold other banking services. Also had wide variety of other duties within the bank including receptionist, personal banking, bookkeeping/accounting services, and transferred between 3 district offices when needed.

Education

American Institute of Banking – Milwaukee, Wisconsin

Banking

Financial training for many aspects in banking.

72 Hour Real Estate Course – Menomonee Falls, Wisconsin

Real Estate Sales

H & R Block Tax Preparation Course – Port Washington, Wisconsin

Tax Preparation

Prepare Federal and State tax returns for clients.

MATC EMT Basic course

References

Kristin Sammons