Reports To: General Manager or Office Manager
Status: Full-time, Regular position
Category: Admin
Location Name: Levy & Son - Richardson, TX
Position Summary
Provides general administrative and clerical support to the location following standardized processes and procedures. Utilizes various computerized systems and software to perform tasks. Variation in tasks is contingent on the size and staffing level of the location. Work is performed under general supervision with latitude for limited decision making.
Key Responsibilities
- Answers telephone and directs calls to the appropriate person; sorts and opens mail, orders office supplies, and maintains files.
- Disburses cash from Petty Cash Fund, collects receipts, reconciles expenditures, and submits documentation for replenishment.
- Manages routine financial transactions, deposits funds, and communicates deposit information to designated personnel as required.
- Creates Purchase Orders in designated systems as requested, obtains management approval, and maintains procurement documentation.
- Maintains inventory records, creates related purchase orders, reconciles inventory usage, and matches invoices to purchase orders.
- Processes warranty claims and returns, including vendor documentation and related payments/credits.
- Reviews timesheets for completeness and accuracy; assists with time-keeping entry and related payroll data as needed.
- Supports billing activities and related reporting; researches and resolves billing inquiries using approved procedures.
- Supports accounts receivable activities including invoicing, collections follow-up, and depositing payments.
- Supports membership activities including filing agreements, customer outreach, and monthly reporting.
- Ensures timely closing of center tickets and accuracy of information.
- Gathers information for HR processes and coordinates with payroll as required.
- Generates system reports for status updates and close processes; may calculate estimated values for wages or invoices.
- Follows SOX procedures to ensure proper filing and documentation.
- Represents the company professionally and ethically in all business matters.
- Performs similar or additional duties as needed or assigned.
Qualifications
- High school diploma or equivalent with one year of clerical or accounting experience.
- Knowledge of generally accepted administrative practices and procedures.
- Ability to learn and follow company processes, including HR record-keeping fundamentals.
- Ability to maintain confidentiality of sensitive data.
- Ability to work well under pressure and meet deadlines with attention to detail.
- Ability to multitask in a busy environment and manage multiple priorities.
- Excellent customer service, verbal and written communication, and interpersonal skills.
- Experience with computers and related systems in an administrative office environment; working knowledge of Microsoft Word, Excel, and Outlook.
- Effective communication with customers and coworkers in a professional, customer-focused manner.
- Ability to work effectively both in a team and independently.
What We Offer
- Competitive pay, with incentive opportunities for many positions.
- Paid time off and holiday pay.
- Medical, dental, and vision insurance programs.
- 401(k) with company matching contributions.
- Life insurance options for employees and eligible family members.
- Disability insurance options.
- Additional voluntary benefits such as legal assistance and health advocacy programs.
- World-class training opportunities through Experts University.
Equal Employment Opportunity Service Experts Heating & Air Conditioning is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.