Office Assistant

Duties 

• Answer incoming calls in a timely and polite manner and assist in outbound calling for follow ups, end of project satisfaction calls, etc.
  

• Clearly determine purpose of the call 
  

• Provide ongoing customer service support. 
  

• Take and deliver messages accurately and completely. 
  

• Greet visitors in a timely and polite manner. 
  

• Be proficient in Quickbooks - there will be some accounting and finance tasks expected
  

• Provide collections support
  

• Receive, sort, and distribute mail, prepare outgoing mail - drop in mailbox at the end of the day.  
  

• Receive and process deliveries. 
  

• Intake new leads and assign accurately in our CRM. Accuracy is a must!   
  

• Credit Card processing – make sure we have all the credit card receipts recorded and allocated to the appropriate job, business expense or gas files.  Accuracy is a must! 
  

• Work with insurance adjusters to get supplements approved for customer claims in a timely manner. 
  

• Generate documents as requested. 
  

• Ordering office supplies and track expenses. 
  

• Assist in office cleaning. 
  

• Additional tasks as deemed appropriate.
  

Hours 

• 8 a.m. - 5 p.m. Monday - Friday with a 1 hour lunch break each day.
  

• Computer Software: You should be comfortable using Microsoft Office and Chrome. Experience in QuickBooks preferred. 
  

• Multitasking skills: You should be able to juggle several demands at once and prioritize tasks throughout the day. 
  

• Excellent verbal and written communication skills: Customer service is our number one goal 
  

• Organizational: You must be detail-oriented and organized, able to locate a document or recall protocol at a moment's notice. 
  

• Decision-making: You'll often find yourself handling several tasks almost simultaneously, particularly in our busy season, so you should be able to prioritize and make time-effective decisions.