Administrative Assistant

Data Entry & Customer Service Representative

Position Overview

We are seeking a detail-oriented and customer-focused Data Entry & Customer Service Representative to support our day-to-day administrative and client service operations. This role is responsible for accurate data entry, maintaining company records, processing and submitting water testing results through local authority portals, and providing professional customer support by phone.

The ideal candidate is organized, dependable, comfortable working with multiple software platforms, and able to communicate clearly with both clients and local water authorities.

Key Responsibilities

• Enter and maintain accurate customer, testing, and service information in the company’s CRM.
• Perform data entry and administrative tasks with a high level of accuracy and attention to detail.
• Enter and process information related to water testing and test results.
• Submit completed test results to local water authorities through their dedicated online portals.
• Monitor submissions and follow up as needed to ensure information is processed correctly.
• Answer incoming client phone calls and provide professional, helpful customer service.
• Make occasional outbound phone calls to clients, local authorities, or other relevant contacts as needed.
• Assist with resolving basic client questions and directing more complex issues to the appropriate team member.
• Maintain organized and up-to-date digital records.
• Use company software and online systems to complete daily administrative and customer service tasks.
• Perform other administrative duties as assigned.

Software & Systems

Experience with the following platforms is needed:

• Housecall Pro
• Syncta
• QuickBooks – basic/minor use
• RingCentral
• Microsoft Office
• Google Workspace (G Suite)

Qualifications & Skills

• Previous experience in data entry, customer service, office administration, or a similar role.
• Strong attention to detail and accuracy.
• Comfortable working with computers and learning new software systems.
• Good written and verbal communication skills.
• Professional and friendly phone manner.
• Ability to manage multiple tasks and prioritize work effectively.
• Strong organizational and time-management skills.
• Reliable, responsible, and able to work independently.
• Comfortable working with online portals and entering information accurately.
• Basic familiarity with Microsoft Office and/or Google Workspace.