Branch Service Admin

Rocky Mountain Equipment; La Crete; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

RRSP matching

Flexible benefits plan

Paid personal days

Job summary

Rocky Mountain Equipment (RME) is a leading Canadian equipment dealer serving agriculture, construction, rental, and recreational markets. The Branch Service Admin role blends service writer and branch administrator duties to support customers and technicians, manage paperwork, and provide reception relief in smaller stores.

This position reports to the Branch Aftermarket Manager. Daily responsibilities include deposits, PO creation, timecard submissions, and coordinating between customers and

Qualifications

• Strong computer skills in Word, Excel and Outlook.
• Understanding of basic accounting principles.
• Document management and filing proficiency.
• Customer service oriented with strong communication.
• Ability to direct complaints effectively.
• Knowledge of CDK and databases is an asset.
• Understanding of agriculture or construction industry and health and safety best practices.

Responsibilities

• Liaise between customers needing repairs and technicians to schedule work.
• Process invoices, timecards, and work orders.
• Receive calls, greet walk-in customers, and provide reception relief.
• Prepare purchase orders and manage office supplies.
• Assist Service Sales and Parts Sales Managers.
• Maintain warranties and follow up on open work orders.

Skills

MS Word

Excel

Outlook

Basic accounting

Document management

Customer service

Direct complaints

Customer inquiries

Organizational awareness

CDK knowledge

Databases

Agriculture/Construction industry

Health and safety knowledge

Tools

CDK

Databases

Job description

REPORTING TO: Branch Aftermarket Manager

Rocky Mountain Equipment (RME) is a powerful network of agriculture, construction, rental, and recreational markets. As one of Canada’s largest equipment dealers, RME delivers solutions that maximize uptime, productivity, and profitability through expert service, innovative tools, and a customer-centric approach. As Western Canada’s trusted equipment and business partner, RME stands Right by You, fulfilling our commitment to deliver product and support services for the hardworking families in Western Canada who build our communities and feed the world.

A Branch Service Admin is a branch hybrid role of Service Writer and Branch Administrator duties. The primary scope of the role is to liaison between customers in need of repairs and the technicians in the department. They schedule maintenance and handle the appropriate paperwork. They also do reception relief and handle incoming calls to the branch and greet walk in customers. This position is to provide additional support to Service Sales Managers and Parts Sales Managers in smaller stores without a dedicated support admin individual for each department.

Job Duties and Responsibilities Include:

• Daily/Monthly Deposits
• Manage and reconcile petty cash
• Create purchase orders in CDK
• A/R adjustments (daily review of late accounts, adjustments & reconciliation of accounts)
• A/P calls (incoming calls for copies of invoices & customer collection calls)
• Assist Service Sales Manager with Electronic Timecard submissions when need be.
• Process CNH Payments
• Appointment coordinator for branch staff (calendar management)
• “Go to” person for information and questions
• Manage and order office supplies
• Receive and distribute incoming mail
• Coordinate outgoing mail and couriers
• Coordinate internal and customer events
• Pull technicians field time sheets, enter time into the spreadsheet for payroll
• Go through completed work order and finalize work orders
• Get work orders signed off by Service Sales Manager
• Deal with customers directly; receive their dropped off equipment – open a work order – get all the information what the repair is, what type of account, must sign off on the initial paperwork
• Complete customer update calls
• Work with technicians to fix time on work orders
• Call customers once services are completed
• Administer the close out of the work orders
• Maintain and routinely check up on warranties
• Make and finalize PO’s, follow up
• Reception Relief/ Receive Branch Calls
• Dispatch technicians
• Assist in the timeline of tech work order life cycle. Ensure we’re not overpromising on jobs.
• Shop foremen – facilitate work order process timeline with the shop foreman.
• Field service techs – assistance with Service manager to ensure field tech milage is kept to a minimum so that it’ charged out properly on the work order.
• Arbitrarily coordinate foreman time is included in work orders, calculate and ensure no loss wages.
• Facilitating any internal work orders includes rental equipment.

Job Requirements and Qualifications Include:

• Strong computers skills which includes knowledge of Word, Excel and Outlook.
• Understanding of basic accounting
• Document management and filing
• Customer Service Focused
• Ability to direct complaints appropriately
• Effectively directing all customer facing inquiries
• Strong understanding of organizational structure, RME dealer footprint
• Knowledge of Databases and CDK is an asset
• Strong technical skills
• Understanding of the agriculture or construction industry
• Understanding of health and safety best practices

We offer a comprehensive benefits package with flexible plans to suit your needs, along with an employee RRSP matching plan to all full-time employees. We are committed to empowering and investing in our employees to build and maintain relationships with the communities and businesses we serve, which is why we offer competitive salaries across all positions and family health days—paid personal days for all employees each year.