Task and Duties:
- Perform reception duties – respond to emails, answer phones, manage printing, scanning, mail, Support in sales, gathering client information, sending estimates.
- Maintain precise client records, ensuring the correct billing details and addresses.
- Schedule inspections, installations and meetings with techs and clients.
- Assist with day-to-day financial transactions, including accounts payable and receivable.
- Ensure all office billing is recorded and paid in a timely fashion.
- Accurately identify and reconcile various incoming payments to the correct invoices.
- Follow-up with clients to ensure invoices are paid per project/contract schedule.
- Prepare financial reports such as balance statements as needed.
- Keep track of billable hours for projects and making sure technician hours are logged.
- Maintaining the office; sorting documents, arranging incoming packages, declutter workspaces.
- Uphold a strict level of confidentiality.