Office Secretary

Job Description:

SoCal Millworks Inc. DBA: HomeStory Doors of Riverside is a high-volume, fast-paced environment. If you have excellent communication skills, can be accurate and detail-orientated and like working in a dynamic, team environment, then we need you to help with continued growth!

The Office secretary’s position is a hands-on role that requires direct customer contact and phone work as well as Microsoft Office, Excel along with QuickBooks experience. Ability to understand and implement a specialized CRM system. The role also involves direct, clear and concise communications with other Homestory departments to resolve any outstanding customer issues.

The Person:

We are looking for an individual who can anticipate needs and find solutions. This individual would be personal, fast-paced, detail oriented and have a good sense of humor. They would enjoy working on multiple projects and tasks at a time.

Position Responsibilities:

· Calling leads to schedule qualified sales calls, service issues, measurement appointments and installation appointments.

· Resolve product or service concerns by clarifying customer’s issues

· Open and maintain customer accounts

· Receive, assemble, file and organize job packets

· Complete necessary paperwork and data entry to process all orders in CRM

· Manage all in bound customer service calls to assist customers with timely and accurate answers

· Respond to customer inquiries by telephone, email or direct mail

· Schedule and enter sales appointments for in home estimates

· Confirm All sales, measure

· Schedule and enter measurement appointments from in home sales

· Schedule warranty and non-warranty service appointments

· Schedule all installations

· Answering all web lead inquiries (email and outbound phone exchanges with customers)

· Run credit card transactions through our service provider

· Process payments in Homesouce, Master Log and Quickbooks

· Relay information to president.

· Process expense reimbursements

· Configure and record semimonthly sales commissions

· Verify accuracy of all employees’ actual timecards per pay period

· Process Payroll in accordance with Corporate Guideline

· Maintain Corporate Drive documents i.e. Master Log, Daily Score Board, Shipping Log, Tracking Shipments

· Upload completed measured job to corporate

· Maintain and balance Petty Cash.

· Maintain Home Depot Connect and administrative tasks in the Home Depot

· Maintain accuracy of Accounts Receivable

· Accounts Payable

· 2nd part match and verification of invoices

Additional Responsibilities:

· Calendar management for General Manager, Sales Staff, Measure Tech and Installers

· Asist with meeting preparations: send out invites, compile materials

· Travel arrangements.

· Assist in composing and sending out Companywide emails

· Handle confidential and sensitive information with discretion

· Coordination with other departments including Sales, Production, Installation, Finance etc.

· Process Finance applications

· Assist General manger with various projects and tasks

· Create accurate records on all leads and calls made

· Ensure every call is handled with world-class service

· Other duties as assigned

Job Types: Full-time, Contract

Pay: $18.55 - $20.00 per hour

Expected hours: 35 – 40 per week

Benefits:

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Employee discount

Schedule:

Education:

Experience:

Language:

Shift availability:

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Day Shift (Required)

Work Location: In person