Office Assistant/Secretary for Roofing Company
Overview
You will own front office operations at a family-owned roofing company handling 50+ calls daily and managing accounts receivable. You will work alongside a tight-knit team of 5 office staff supporting 10+ field crews. This role stands out because you will directly impact cash flow through collections and customer satisfaction through rapid response.
What You'll Do10
- 1Make outbound calls to schedule appointments and follow up on leads, logging every interaction in CRM
- 2Answer inbound calls and route them to the right team member, resolving basic inquiries on the first call
- 3Process credit card payments and record cash receipts in QuickBooks
- 4Run daily collections calls on past-due accounts and update payment status in Excel
- 5Draft service agreements and formal correspondences for the owner review
- 6Greet onsite guests, verify job site access, and collect signed waivers
- 7Read and respond to emails within 2 hours during business hours
- 8Maintain digital and physical filing systems for contracts, permits, and warranties
- 9Manage the office supply inventory and reorder when stock drops below 3-day supply
- 10Coordinate with dispatch to confirm crew schedules and notify customers of arrival windows
Requirements8
- 12+ years in office administration or 1+ years in roofing or construction
- 2Proficiency with Microsoft Office and Google Workspace
- 3Experience handling 50+ calls per day with composure
- 4Track record of collecting payments and managing accounts receivable
- 5Strong typing speed of 60+ WPM for drafting documents
- 6Ability to multitask between phone, walk-ins, and email without dropping tasks
- 7Detail-oriented approach to filing and data entry, verified by a typing test
- 8High school diploma or equivalent; associate's degree preferred
Salary Insight
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