Office Administrator

CPI Selection; Greater London; On-site; Full time

Job summary

A leading HVAC company in High Wycombe is seeking an experienced Office Administrator for an immediate start. This temp-to-perm role requires strong administration skills, particularly in CRM usage and advanced Excel. Responsibilities include data management, customer communication, and order processing. The position offers a starting rate of £12-£13.50 p/h, increasing to a salary of £26K-£28K when permanent, alongside benefits like 25 days holiday and private medical insurance.

Benefits

25 days holiday

Private medical insurance

Life assurance

Birthday off

Qualifications

• Experience in a similar office administrative role.
• Familiarity with CRM systems like SAP or Prospect Soft.
• Advanced knowledge of Excel for reporting and data manipulation.

Responsibilities

• Extract and manipulate data from CRM systems.
• Answer phone calls and emails, take appointments.
• Process orders and sales admin.
• Produce and issue quotations for services.
• Keep CRM system updated with customer interactions.
• Streamline processes for report delivery.

Skills

Administration experience

CRM system knowledge (preferably SAP)

Advanced Excel

Communication skills

Organizational skills

Tools

MS Office 365

Job description

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***********************OFFICE ADMINISTRATOR REQUIRED***************************

We are looking for an experienced office administrator for an immediate start in High Wycombe

This is a lovely opportunity to work with a great company which is a market leader within the HVAC sector.

We are looking for someone with good administration experience to establish a new role within an established business.

The role is initially a temp position but will go permanent for the right person.

The initial temp rate is £12-£13.50 p/h and when the role goes permanent it will pay £26K to £28 K.

There are additional benefits including 25 days holiday and your birthday off, private medical insurance and life assurance.

You will be working with a really friendly and supportive operations team.

It is vital that you have previous exposure and have used a CRM system preferably SAP or prospect soft.

You will also need to have advanced knowledge of EXCEL as well as WORD, OUTLOOK MS OFFICE 365.

You will have excellent communication skills, both written and verbal

The role will involve setting up processes and procedures and a key relationship will be with external field-based individuals. You will also have interaction with end customers, creating and coordinating visits for our field-based operatives.

You must be able to organise, plan and prioritise tasks, with the flexibility to change priorities when needed and deal with the consequences of any changes, factoring in any relevant targets and deadlines.

Your main responsibilities will include;

• Extracting product and customer data from our CRM system and manipulating it.
• Answering and responding to incoming phone calls and emails. Taking appointments, bookings, and providing advice and technical product and service information.
• Order processing and sales administration.
• Producing and issuing quotations for ventilation services.
• Checking, validating, and processing data; providing high-quality, accurate reports (daily, weekly, monthly) in Excel.
• Keeping the CRM System up to date with all notes from phone calls and emails sent to and received from customers as defined in company processes.
• Assisting and supporting the internal and external customers.
• Modernising, automating, and streamlining processes to ensure reports and dashboards can be delivered in a seamless way.

This is an exciting opportunity to carve out a brand-new role with a fantastic team in a lovely modern working environment.