Paul Davis London/Huron Perth
JOB DESCRIPTION – OFFICE ASSISTANT/RECEPTIONIST
Overview: The office assistant is responsible for assisting the office manager with all of the office operations as directed and assigned. They are also responsible for answering the phones in a timely and professional manner.
Duties:
•Answer incoming calls within three rings
•Transfer calls and take messages
•Take information for new claims
•Customer service responsibilities
•Coordinating with production for updating customer on status of scheduling
•Thank you notes to completed projects
•Prepare production files
•Entry of all loss information into file management software
•Hand off files to assigned estimator
•Sort and distribute mail
•Prepare shipments and arrange for pick up and delivery
•Prepare, sort and deliver bulk mail
•Maintain customer files on the computer
•Maintain mailing lists-customer, insurance, etc.
•Coordinate direct mailing
•Cataloging and archiving old file as they are closed out
•Updating office files with current information
•Updating operations files
•Gather Insurance certificates
•Update certificates as they come due on a monthly basis. Subcontractors should be contacted before their certificates expire.
•Update W-9’s on a yearly basis
•Maintaining subcontractor files
•Archiving old invoices on a yearly basis
•Maintaining current subcontractor lists
•Send and receive facsimiles as directed
•Updating operations lists
•Ordering all supplies as related to office production and cleaning per directed
•Maintaining and updating current supplier list
•Maintaining current invoices and archive every 90 days
•Minutes for company meetings
•Take detailed notes from meetings
•Maintain source notebook
•Type and prepare agenda as necessary
•Type letters as delegated
•Assistance with entering estimates as required
•Preparing invoices as delegated
•Assist with data entry for time cards, invoices and purchase orders as needed
•Print and distribute digital photographs
•Disburse scopes and estimates as directed
•Monitor inventory for office supplies and pre-printed documents
•Run errands and pick up office supplies as needed
•Reports to the Office Manager
Required Paperwork:
Job Type: Full-time
Benefits:
Schedule:
Work Location: In person