Efficient Mechanical is a Long Island based HVAC company that has been in business for 20 years. We are looking to add to our office team with a dedicated office assistant.
The responsibilities to include:
- Accounts receivable/Accounts Payable
- QuickBooks invoicing
- General office duties to include filing and scanning of office documents
- Maintenance/ updating of customer files kept in the CRM
- Ongoing communication with customers and prospects via phone, email or text to handle service/install issues and appointments
- Follow-up calls to customers and prospects to specify and sell service contracts as well as new system sales opportunities
- Set up and maintain Technicians schedules
- Daily interaction with office and company management
The ideal candidate should possess the following skills and traits:
- Excellent knowledge of Microsoft Office and QuickBooks
- Strong comprehension of accounts receivable by tracking payables owed and collecting outstanding payments
- Positive can do attitude, detailed oriented and focused on offering the best customer service experience
- Ability to prioritize and multi task in a busy office