Branch Assistant

Description

Job Description:

At Shamrock, we do things differently than your average roofing and construction company. We have been in business since 1977 bringing credibility to every market we serve with a familiar name and a trusted process. We also offer a different opportunity than your basic corporation. We are family-owned therefore, we treat our team like family, too!

The Branch Assistant is pivotal in supporting branch operations, ensuring seamless coordination between various teams, and maintaining an organized, efficient, and welcoming office environment. This position requires a proactive individual with excellent organizational, communication, and multitasking skills who thrives in a dynamic work environment.

Key Responsibilities:

• Administrative Support:
• Update and maintain various Google Sheets, including the Sales Support Tracker (daily), Call Tracker (hourly), Branch Reporting Sheet (daily), Weekly Meeting Sheet (weekly), and "I Need" Sheet (monthly).
• Organize and review homeowner-related data, including photos, messages, and contact schedules.
• Check and update milestones in relevant systems, including invoicing, completed projects, and approvals.
• Manage and ensure data accuracy and completeness.
• Operations Coordination:
• Conduct physical inventory checks for office supplies, ensuring the necessary items such as paper, pens, and cleaning materials are available.
• Communicate supply needs to the designated point of contact for restocking.
• Oversee office cleanliness, including bathrooms, ensuring the space remains presentable for homeowner visits.
• Check and manage incoming mail, including processing checks and permits.
• Coordinate labor invoices and orders as needed.
• Team and Communication Support:
• Post daily updates and messages on Slack to keep the team informed and aligned.
• Follow up on pipeline activities in Acculynx, ensuring timely progression of leads and projects.
• Assist with A/R follow-ups in collaboration with the A/R Operations team.
• Customer Interaction:
• Serve as a point of contact for homeowners, coordinating communication and visits.
• Ensure the branch office provides a welcoming and professional environment.

Work Environment: The Branch Assistant will work primarily in an office setting, with occasional responsibilities requiring local travel for permits, checks, and other branch-related needs.

Additional Notes: This position is critical to ensuring smooth branch operations and providing exceptional support to both internal teams and external clients. The ideal candidate will embody professionalism, efficiency, and a commitment to excellence in all tasks.

Salary: $40K - $50K

Requirements

Qualifications:

• High school diploma or equivalent; additional education or certifications in office administration or related fields preferred.
• Proficiency in Google Sheets, Acculynx, and other relevant software systems.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Reliable, proactive, and team-oriented mindset.