Administrator

We are actively seeking an experienced administrator to join our team at our head office near Bournemouth Airport. The Administrator plays a key role in the business and is vital to ensuring the day to day aspects of the business keep going strong. The purpose of the role is to add further support to the team. You will be working as part of a small team and should have a fun and positive attitude to the business.

Key Tasks

1. Accurately input new leads into Simpro CRM Database

2. Contact and qualify the leads updating the Simpro CRM Database with all conversations

3. Measure any floor plans received from new leads

4. Liaise with management on pricing

5. Create & format a client quote on Simpro

6. Issue quote to client and follow up to ensure they received it

7. Ensure the Client Pre Start forms are returned and information uploaded onto the jobs and any missing information is chased in a timely manner

8. Ensure Simpro is constantly up to date with new suppliers, customers, contacts and documents are filed correctly

9. Input invoices and credit notes into project financial trackers

10. Input invoices and credit notes onto the Accounts system (Quickbooks)

11. Liaise with the Technical Manager and Sub-Contractors to arrange survey appointments with clients

12. Assisting with content upload on social media and any marketing event planning

13. Working with the project install team to do material purchasing

14. DNO applications and BUS Grant applications

15. Working with the team to produce the project implementation plans

16. Collating the client commissioning & handover packs

17. Ensure the training records are up to date

18. Make appointments with clients and homeowners for surveys and visits

19. General admin duties

20. Answering the phone and taking detailed messages

21. Greeting visitors and offering refreshments

22. Keeping the office tidy and organised

23. Other ad hoc duties as needed

24. You will be required to learn all aspects of the administration teams roles to provide assistance in busy periods and holiday cover.

25. As the business continues to grow some aspects of the role may change to keep up with the business needs.

· Experience with Microsoft office (Word, Excel & Outlook) necessary

· Experience of data imputing necessary

· Experience of QuickBooks desirable but not essential as training will be provided.

· Experience with Simpro (or other CRM Databases) desirable but not essential as training will be provided.

· Experience of working in an office environment dealing with customers and suppliers

Skills

· Communicates clearly and understands key messages

· Initiates and maintains professional connections

· Makes effective decisions within set parameters

· Prioritises and plans work making effective use of time.

· Keen eye for detail, quick to identify discrepancies or inconsistencies.

· Efficient and effective delivery of tasks, proactively suggesting improvements

· Computer literate with a good knowledge of relevant systems

· Spots problems and root causes quickly to find solutions.,

• GCSE or equivalent (preferred)


Experience:

• Customer service: 1 year (preferred)


• Administrative experience: 2 years (required)


Language:

• English (required)
  
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  · Company Pension Scheme


· 25 Days paid holiday (plus bank holidays)

· Free parking

· Coffee Machine, Water Cooler & treat box

· Casual dress code

· Career progression

· 4pm finish on a Friday

· Social events throughout the year