Office Assistant / Bookkeeper
Axelon
Summary:
- Location: Amityville
- Employment Type: Full-Time
- Answer incoming phone calls and assist current and prospective customers.
- Collect and enter customer and job information into Excel.
- Keep customer records up to date for estimates, booked jobs, and inquiries.
- Submit Certificates of Insurance (COIs) for jobs that require them.
- Email past customers every 15 days requesting reviews.
- Prepare daily paperwork for local and long-distance moves, including Orders for Service, Bills of Lading, Storage Contracts, and Inventory Forms.
- Label and prepare direct mail advertisements for distribution.
- Track monthly storage charges and process customer credit card payments.
- Prepare storage confirmation letters and charge breakdowns for inbound storage customers.
- Track daily IFTA mileage for IRP trucks and maintain quarterly and annual mileage reports in Excel.
- Create and print labels for customer folders.
- Record cash receipts and office expenses in Excel.
- Monitor office inventory and reorder supplies as needed.
- Assemble estimate folders with all required materials for estimators.
- Minimum 2 years of office administrative experience.
- Minimum 2 years of experience with Microsoft Excel.
- Minimum 2 years of experience with Microsoft Word.
- Familiarity with using a Type Writer.
- Strong organizational and multitasking skills.
- Excellent communication and customer service skills.
- High attention to detail and accuracy.
- Ability to work independently and prioritize tasks.
- Experience using a CRM or office management software.
- Experience in the moving, transportation, logistics, or storage industry is a plus.
Vacancy posted 3 days ago
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