SUMMARY OF JOB
To provide an inviting customer service experience when receiving customers in person or on the phone.
To provide administrative support to sales team
To provide assistance to AR/AP
MAIN ACCOUNTABILITIES
To create PSA files, physical files, Encircle file and Xactimate file.
To track attendance and monitor connect teams.
To ensure calls/emails are answered and directed properly and monitor phone system.
To prepare and distribute mail.
To type any correspondence as requested by the Operation Manager or admin staff.
Send Daily Duties report at end of each business day to Office Coordinator
To maintain office supplies by checking actual inventory with par levels.
Place Staples order when low on supplies.
Arrange and receive deliveries.
To file and archive project files and accounting paperwork.
To scan and upload documents as requested.
Sending welcome letters to current customers
General office cleaning in the kitchen, supply room, reception, and mail area.
To support the Estimators with software utilization
To oversee job files in Proven Job and Xactanalysis and ensure files are linked, data is accurate and notes are being updated.
Assist AR/AP when required.
Enter Purchase Orders, coding invoices.
Filing as needed
Other general administrative tasks as required.