Position Summary
Handles most daily office work independently and keeps the branch(s) organized and running well. Supports admin and may support project tasks.
Essential Responsibilities
Office, Facilities, and Document Support
- Manages correspondence, supplies; coordinates deliveries and basic repairs; keeps filing systems and records updated.
- Arranges for small repairs, coordinates with vendors for maintenance, and keeps an updated list of office assets and supplies.
- Prepares formatted reports and transmittals; tracks drawing revisions; ensures documents are filed correctly and can be retrieved quickly for audits or QA/QC checks.
Project, Financial, and Procurement Support
- Assists project teams with preparation of progress reports and other project-related documentation.
- Records project expenses, prepares basic reports, and follows up with accounting or suppliers about invoices and payments. Ensures accurate and timely documentation of all transactions.
HR, Client, and Compliance Support
- Books travel and helps set up new employees' workstations or accounts.
- Organizes meetings and takes minutes; helps prepare tender documents and presentation materials for clients.
- Maintains accurate and complete branch license files, updates shared trackers and ensures all digital records and renewal confirmations are properly filed.
- Coordinates COI distribution for client contracts, assists with claims documentation, and ensures insurance files are complete and accessible.
- Perform other responsibilities as assigned.
Skills and Knowledge
- Communicates effectively with internal teams and clients by phone, email, and in person.
- Plans and tracks tasks, manages deadlines, and maintains clear filing systems.
- Comfortable using Word, Excel, PowerPoint, and Outlook for reports and presentations.
- Maintains digital and paper files for projects.
- Suggests improvements for organizing files or scheduling work.
Education and Experience
- HS Diploma and 2+ years or relevant experience; confident using Microsoft Office; organized and reliable. Or equivalent combination of education and experience.
Equivalent qualifications
- An equivalent combination of relevant education, certification, and experience may be considered, as determined by management and Human Resources.
Credentials identified for this career level include:
- High school diploma or equivalent; associate degree a plus.
- Microsoft Office proficiency.
Physical and Environmental Demands
- Primarily an office-based role with occasional travel between REI offices as needed.
- Prolonged periods of computer use and frequent communication by phone, email, and in person.
- Ability to handle confidential information with discretion.