Overview

Administrative Assistant Jobs in Middletown, NY at Whitbeck Building & Design, Inc.

About Us

Whitbeck Building & Design, Inc. was founded by Phil Whitbeck & Lori Ferretti in 2015 with the vision to craft unique projects and provide superior service to our customers. We are committed to providing our customers with premier residential building services through quality, communication, and cleanliness. The Administrative Assistant has a critical role supporting the business, the owners, the team, and customers.

Job Duties and Responsibilities

Customer Focus

Greet and assist customers with friendliness, courtesy, and care in person, via phone, email, text, video conferencing.

Manage customer / client relationships in a proactive and professional manner.

Assist with marketing activities and tracking.

Index and file job documentation and pictures.

Maintain physical and digital files for customers.

Vendor Relationships

Negotiate and manage vendor / service provider fees, relationships, and payments.

Work with insurance companies and adjusters on claims, communication, and timelines.

Maintain physical and digital files for vendors.

Data & Information Management

Review, Scan, and Process receipts, project documentation, invoices, payments, job costing data, and other financial transactions.

Coordinate with the bookkeeper to ensure all relevant and required invoices and documents are processed.

Print and copy monthly financial statements and reports for the owners’ monthly business reviews: P&L, Transaction Detail, Balance Sheet, and Cash Flow Statements.

Compile, print, and file annual reports

Utilize accounting software such as QuickBooks Online.

Team Support

Take and retain weekly work meeting minutes.

Organize meetings and schedule appointments.

Maintain office supply inventory.

Coordinate office facility and equipment maintenance.

Maintain physical and digital files for employees, payroll, benefits, and attendance records.

Receive and distribute mail physical and digital.

Prepare operational reports.

Plan company events.

Required Qualifications

Excellent verbal and written communication skills.

Exceptional customer focus.

Detailed calendar management for the owners, office, and tickler systems for projects and renewals.

Advanced computer skills, including MS Office, data entry, data processing, communication tools, and payroll software.

Ability to navigate, create, and print QuickBooks reports.

Well versed in business management, accounting principles, data management, filing systems, and their application.

Experience with account reconciliation processes, including bank reconciliation.

Analytical and critical thinking skills,

Strong interpersonal skills.

Detail-oriented with excellent organizational skills.

Ability to manage multiple tasks while meeting deadlines effectively.

Preferred Qualifications

Previous experience in a customer focused office position preferably with a building contractor or similar service.

Experience with Job Tread software

Experience with Gusto payroll software

Experience with Xcelerate Restoration software

Leadership and coaching skills

Job Type: Full-time

Pay: $22.00 – $26.00 per hour

Expected hours: 40 per week

Benefits:

Paid time off

Schedule:

8 hour shift

Ability to Commute:

Middletown, NY 10940 (Required)

Ability to Relocate:

Middletown, NY 10940: Relocate before starting work (Required)

Work Location: In person

Title: Administrative Assistant

Company: Whitbeck Building & Design, Inc.

Location: Middletown, NY

Category:

 

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