Operations Assistant

The Operations Clerk II will be responsible for data analysis and data cleansing, accounts receivable assistance and research, and completing standard and non-routine business processes to support branch operations. This role requires strong analytical skills to identify discrepancies, interpret data, and resolve issues accurately and efficiently.

The Operations Clerk must be resourceful and self-directed, able to work independently to investigate problems, navigate multiple systems, and determine appropriate next steps with minimal supervision. A high level of curiosity and attention to detail is essential to ask the right questions, uncover root causes, and continuously improve data quality and processes.

This role can support multiple business units simultaneously and is critical to ensuring proper documentation, billing accuracy, invoicing, timely payment, and resolution of customer issues and administrative matters.

• Create and maintain a safe working environment and culture within the organization
• Ability to create orders for quoted jobs or installation with multiple processes in SAP of limited complexity but with unique job requirements
• Strong collaboration with internal and external customers, with a focus on prioritizing and meeting their needs and expectations
• Investigate, analyze, and resolve accounts receivable issues and inquiries to completion, with a focus on accuracy and customer satisfaction
• Review, analyze, and cleanse data
• Action resolution for customer orders when purchase orders are flagged for non‑compliance
• Able to perform non-routine tasks related to customer issues and resolution
• Resolve issues from 3rd party processors of customers’ orders of limited complexity

• Results Driven Performance:
  High performing professionals focus on delivering results by actively utilizing available resources.
• Continuous Professional Development:
  Professionals should be committed to lifelong learning, seeking out opportunities for self‑improvement, and staying abreast of industry trends and best practices.
• Collaboration and Teamwork:
  Effective professionals understand the value of collaboration. They work well with others, contribute to team goals, and understand that diverse perspectives can lead to better solutions.
• They set high standards for their own performance and are committed to achieving objectives efficiently and effectively.

• High school diploma or equivalent plus 3 years of applicable work experience or
• Bachelor’s degree with demonstrated capability in comparable work

• Analytical mindset with strong problem‑solving abilities
• Able to independently research and resolve discrepancies while balancing priorities and meeting deadlines
• Intra‑departmental communication for purpose of alignment/information sharing/guidance/leadership
• Able to execute tasks with high levels of autonomy; limited guidance required
• Able to collaborate with other disciplines
• Ability to understand concepts in execution, broader organizational impact, and strong understanding of general business concepts
• Exceptional communication skills
• Solid user of standard Microsoft Office applications (Outlook, Word, Excel, Teams, PowerPoint)
• Strong understanding of typical IT business tools; adapt at learning new programs quickly
• Fluency in a Field Service or a CRM application like MS Field Service or MS CRM