Job Title: Office Assistant
Department: Office
Reports To: Operations Director
FLSA Status: Non-Exempt
Prepared Date: 4-10-2025

SUMMARY:

The Office Assistant performs clerical tasks, answers phones, assists customers, and assists with data entry, product organization, and sales. This position will This position also assists managers and executives with preparing documents, organizing files, managing existing documents, and generally keeps the office organized, tidy, and running smoothly.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent required. Prior office or customer service required. An equivalent combination of education and experience is acceptable.

• Proficient computer skills including familiarity with Google Suite.
• Proficient with or ability to learn CRM software.
• Ability to professionally format documents.
• Strong customer service skills.
• Strong customer service skills.
• Excellent organizational skills and attention to detail
• Good verbal communication skills.

None required.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Answer phone inquiries, direct calls to individuals, and take messages.
• Assist in the showroom by providing general product information, answering questions and showing samples as needed.
• Assist customers by providing information on products, requests, and general company information.
• Confirm appointments for the following day daily. Move the click up file to pending once confirmed or move to unscheduled lead if the client cancels the appointment.
• Follow up on any soft leads for scheduling appointments and/or assistance with questions.
• Assist in client-directed duties including payment collection, relaying information to customers and appointment scheduling as needed.
• Perform clerical duties including taking memos, maintaining files, and organizing documents; photocopy, fax, etc. as needed.
• Assist with unloading shipments and recording deliveries. Ensure product is safely secured from weather and theft.
• File and archive paper copies, receipts, and any other paper documentation.
• Log deposits for processing, noting outstanding payments, and requesting outstanding balances.
• Complete daily click up tasks.
• Log job completion forms daily.
• Keep company digital and paper records current with filing location and logging.
• Other duties as assigned.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to occasionally lift 50 pounds.
• Must be able to occasionally stoop, bend, crouch, and lift