General Office Assistant

Company: Lessler's Draperies & Design, Inc.

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Job Summary

Lessler’s Draperies & Design is seeking a highly organized, detail-oriented General Office Assistant/Project Manager/Accounting Coordinator to support our sales, installation, purchasing, accounting, and customer service operations.

This position is designed to help coordinate multiple departments, keep jobs moving forward, ensure installers and sales staff have the information they need, and make sure customer projects are properly entered, ordered, tracked, billed, and completed.

The ideal candidate is dependable, proactive, comfortable working with details, and able to communicate professionally with customers, vendors, installers, and internal team members.

Responsibilities

Installation Coordination & Installer Support

• Help ensure all items are ready for installation, repair appointments, and service calls.
• Confirm installers have complete job notes, customer information, product details, and any required parts or materials before going to the job.
• Assist with entering installer job forms and installation notes.
• Help confirm whether additional parts, items, or materials are needed before ordering.
• Help verify that installation and repair appointments are properly scheduled and prepared for.
  
  

Reception, Scheduling & Customer Service

• Answer incoming phone calls in a professional and helpful manner.
• Assist with scheduling appointments, repairs, installations, and customer service visits.
• Handle basic customer service questions and route more technical product or repair issues to the appropriate person.
• Assist with outgoing calls to customers regarding sales, installs, and repair appointments.
• Help keep customer communication organized and properly documented.
  
  

Sales Support

• Assist the sales team with basic estimating support.
• Help gather product and vendor information needed for quotes.
• Support the sales staff by organizing customer information, product selections, measurements, and project details.
• Assist with preparing information needed to move quotes and customer projects forward.
  
  

Project Management & Purchasing

• Assist with data entry for ordered items.
• Enter order numbers and help track ordered products.
• Help monitor project status from sale through installation.
• Coordinate with vendors regarding order status, ship dates, product details, and required follow-up.
• Help match received items to packing lists and purchase orders.
• Assist with receiving product, organizing incoming items, and matching products to customer jobs.
• Maintain accurate project notes in the CRM system.
  
  

Accounting & Payables Support

• Assist with matching vendor invoices to purchase orders, packing lists, and project records.
• Help confirm vendor bills are accurate and paid properly.
• Assist Accounts Payable by making sure vendor invoices are received, reviewed, and connected to the correct job.
• Help collect and organize accounts receivable information.
• Assist with entering client contracts and repair orders.
• Help confirm installer CODs, amounts due, and customer payment status.
• Assist with preparing statements and customer payment follow-up when needed.
  
  

CRM & Administrative Support

• Assist with data entry into the CRM system.
• Keep customer, job, order, and installation information current.
• Help maintain organized records for sales, purchasing, scheduling, accounting, and installation.
• Assist the owner and management team with general administrative tasks.
• Coordinate with different departments to simplify daily operations and reduce bottlenecks.