- Enter work orders into Viewpoint (accounting/dispatch system)
- Enter & Issue Purchase Orders into Viewpoint from PO Log
- Backflow testing record keeping & updating City portals & gauge calibration
- Help to maintain customer work order systems (Service Channel, Corrigo + others)
- Provide daily back-up to Dispatch/Operations as well as cover full time when they are on PTO
- Provide back-up to Agreement Coordinator with Maintenance Agreement updates
- Provide back-up to generate invoices
- Enter approved proposals from North Boundary and get set up in Viewpoint
- Help agreement coordinator with material purchases
- Perform credit card payments
- Answer telephone and convey messages
- Order technician Uniforms
- Make phone calls to clients, vendors and subcontractors as needed.
- Generate monthly past due invoice emails to customers
- Generate and update Field On Call 6 month schedule and update answering service
- Package and mail oil samples for testing
- Regular attendance and promptness are considered part of each employee's essential job functions.
- Set up new customers / sites in Viewpoint database
- Update forms and lists as needed
- Enter expense reports for Service Technicians
- Document Service meetings and attendance
- Assist in keeping Service Group office area orderly
- Order office supplies as needed
- Proficiency with MS Outlook, Excel, Word, PPT, and Project.
- Accuracy and efficiency with administrative and clerical procedures and best practices. including filing and records management systems.
- Professionalism and efficiency communicating on the phone and taking messages.
- Excellent organizational skills.
- Ability to work effectively with a team as well as independently.
- Ability to manage multiple interruptions and manage priorities.
- AA or three (3) years customer service job experience (or equivalent) preferred.
- Customer service experience required.
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Service Coordinator Assistant - Lynnwood, United States - University Mechanical Contractors
Description
UMC
Position Title:
Service Coordinator Assistant
Date Posted: 05/13/2024
Location:
Lynnwood, WA
Position Description
Starting Hourly Rate:
$26-$30 DOE
Location:
Lynnwood, WA
Classification:
Non-Exempt
US Applicants Only
General Position Summary:
Provides administrative support services to the Service Group. Job assignments can vary depending on priorities that day.
Position Requirements
Essential Job Functions:
Secondary Job Functions:
Affirmative Action:
UMC is committed to a culture of inclusion and connectedness.
The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents who we are as a company and what we believe in.
In recruiting for our team, we welcome the unique contributions that you can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
EEO Policy:
UMC's policy on equal employment opportunity prohibits discrimination based on race, color, sex, national origin, citizenship or immigration status, religion, presence of physical, sensory or mental disability, genetic information, age, sexual orientation, gender identity, marital status, honorably discharged veteran or military status, status as a victim of domestic violence, sexual assault or stalking, or any other status or characteristic protected by federal, state, or local law.
UMC is also committed to taking affirmative steps to promote the employment of minorities, women, persons with disabilities, and covered veterans.
Affirmative action plans are developed annually to support its commitment to equal employment opportunity, consistent with company policy and the company's obligations as a contractor to the United States government.
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