Administrative Assistant

Who Is Tri-Lift Industries?

Tri-Lift Industries, Inc. is a third-generation family business seeking qualified individuals to be part of our growing team. As the leader in material handling equipment and solutions, we represent CLARK, BYD, and Liugong forklifts as well as aerial equipment and solutions, covering North Carolina, South Carolina and Virginia.

Our vision and mission are to be THE trusted long-term material handlings partner in the market by delivering proven industry-leading products and services designed to enhance our customer's business. We stand by our core values that provide passion, professionalism, integrity and teamwork. We are a large company, still small enough to care.

Tri-Lift Industries provides opportunities and offers continuous paid training, flexible wages, a complete benefits package for employees and their families to include paid time off, medical, dental, life, short and long-term disability, matching 401K Plan, and company clothing. Candidate must pass a pre-employment drug test and background check.

BENEFITS INCLUDE:

• Competitive Compensation and PTO
• Extensive Hands-On Training
• 401(k) Plan that Matches 4%
• Medical, Dental and Vision insurance
• Company Paid Short and Long-term disability
• Company Paid life insurance with Additional Purchase Options
• Company Paid Holidays

Hourly Range: $17 -$19

JOB SUMMARY

The Administrative Assistant provides essential administrative and clerical support to ensure the efficient operation of daily activities in a fast-paced environment. This position plays a key role in supporting the accounting department by processing customer payments, verifying invoices, and following up with customers on past due accounts. This position will support leadership/managers in all departments across the organization by performing general administrative tasks. The Administrative Assistant is also responsible for managing incoming calls from customers, vendors, and employees, promptly directing them to the appropriate individual or department.

ESSENTIAL DUTIES:

• Professionally answer and direct all phone calls, greet visitors, and respond to general inquiries in alignment with company standards.
• Provide outstanding customer service through interactions with customers, vendors, and team members.
• Process transactions by verifying entries and comparing system reports for accuracy.
• Receive and distribute all incoming and outgoing mail, routing it to the appropriate personnel.
• Process customer credit card payments using designated accounting software.
• Prepare, review, scan and process invoices accurately, efficiently and route to the appropriate customer.
• Review customer invoices for accuracy, including applicable sales tax, and identify any discrepancies or issues.
• Maintain accurate records of all open invoices, including those pending corrections or awaiting purchase orders.
• Monitor the purchase order email inbox and promptly notify the appropriate department or individual regarding customer purchase orders.
• Maintain well organized filing systems, both electronic and physical, to ensure efficient document retrieval and compliance.
• Post account transactions for cash receipts, including credit card payments, in a timely and accurate manner.
• Maintain up-to-date and accurate customer records, including sensitive information such as credit card details, in accordance with company policy.
• Support month end closing
• Support all managers/leadership teams in all departments across the organization by performing general administrative tasks or projects in a professional manner, as requested.
• Monitor and reconcile incoming bank transactions, including wire transfers, ACH deposits, and lockbox activity.
• Prepare and submit audit documentation accurately and in a timely manner.
• Perform other duties and projects assigned by management to support company objectives.

JOB SKILLS & QUALIFICATIONS:

• Use of Customer Relationship Management (CRM) tools and any experience or knowledge of additional programs that can assist in the success of a sales team are welcomed.
• Good knowledge and use of Microsoft products such as: Outlook, PowerPoint, and Excel.
• Effective communication skills for dealing with internal and external customers.
• High school degree with one to three years of general accounting or administrative assistant experience required.
• High acumen for attention to detail.

TYPICAL WORK SCHEDULE: The typical work schedule is as follows: Monday through Friday 8 am to 5 pm.