- Draft sales budgets for prospective customers
- Enter basic information into QuickBooks
- Prepare and mail monthly invoices
- Assist sales staff with customer activity research
- Assist with customer service needs
- Enter sales orders in QuickBooks
- Prepare packing lists for order fulfillment
- Update Salesforce records
Successful candidates will have a basic understanding of bookkeeping and QuickBooks. Training and educational assistance is available for qualified candidates.
This position requires strong computer skills with an emphasis on Microsoft Office, QuickBooks and Salesforce. Routine duties require the use of Word, Outlook and Excel. The assistant will also utilize internet applications for other activities such as time card and vendor management.