Administrative Support Specialist
1 week ago
This role is responsible for providing administrative support to our commercial and residential customers. The ideal candidate will have excellent customer service skills, be able to multitask in a fast-paced environment, and possess strong analytical skills and attention to detail.
Key Responsibilities
• Data entry of new contracts, job sales, and product sales into our CRM software
• Upload and file copies of contracts for new customers
• Customer account maintenance, including contact updates, changes to billing, PO's, etc.
• Daily and consolidated month-end invoicing
• Process and apply credit memos as required
• Ensure accuracy in our invoice process, ensuring all relevant data is correct
• Upload invoices into customer 3rd party portals
• Print, sort, and mail daily invoice runs as required
• Ensure month-end procedures are followed and deadlines met
• Create reports in Excel to provide to customers with special requests monthly
• Verify accuracy of service work tickets and post in CRM
• Process credit cards in CRM as required
• Assist in resolving customer disputes with the accounts receivable team
• Submit all vendor invoices for the branch into Coupa for payment processing
• Monitor weekly uncommitted reports with Branch Managers to ensure route and invoicing completion
• Compile production and sales commissions reports to review with Branch Managers
• Assist Sales Reps and the Operations team with looking up customer info in CRM
• Track business and technician licenses for expiry/renewal
• Assemble logbooks (info binders) for customers as required
• Shipping/receiving
Requirements
• 2+ years of Admin experience in a fast-paced professional environment
• Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint
• Knowledge of Google Suite (e.g., Google Docs, Drive, Gmail, Calendars)
• Ability to learn and use multiple computer systems
• Knowledge of Vendor Portals is an asset
• Excellent proof-reading abilities
• Strong analytical skills and attention to detail
• Ability to multitask in a fast-paced environment
• Prioritize work without direct supervision
• Strong communication (verbal and written) skills
• Ability to exercise tact and diplomacy when dealing with others
• Strong work ethic, punctual, and maintain a professional demeanor
Benefits
We offer competitive pay on a bi-weekly pay schedule and many of our roles offer incentives based on performance and providing exceptional customer experience. Benefits include: medical, dental, and vision coverage, employer-matched RRSP program up to 3.5% of base salary per year, paid sick and vacation days, short and long-term disability, and life insurance.
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