Records & Data Coordinator

O'Brien Service Company is a leading provider of heating and air conditioning services in the local community. With a commitment to customer satisfaction, operational excellence, and high-quality service, we take pride in maintaining strong systems and organized processes to support our team and our clients.

Position Summary

We are seeking a highly organized and detail-oriented Records & Data Coordinator to join our administrative team. In this role, you will be responsible for managing, organizing, and maintaining company records and ensuring accurate data is entered and updated across systems. This position is ideal for someone who excels at working behind the scenes to keep information accurate, accessible, and secure.

Key Responsibilities

• Maintain and organize digital and physical records for customers, services, inventory, and internal documentation

• Accurately input, update, and retrieve data in company databases and software systems

• Conduct routine audits to ensure data integrity and completeness

• Assist in generating reports and summaries for management and team leads

• Support other departments with information retrieval and record maintenance

• Ensure compliance with internal policies and external regulations regarding data and document retention

• Collaborate with administrative and service teams to streamline recordkeeping processes

• Protect sensitive company and customer data by maintaining confidentiality standards

Qualifications

• High school diploma or equivalent required; associate degree in business administration, information management, or related field preferred

• Proven experience in records management, data entry, or administrative support

• Strong attention to detail and excellent organizational skills

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)

• Experience with service management software or CRM systems (e.g., ServiceTitan) is a plus

• Ability to handle confidential information responsibly

• Strong communication skills and the ability to work independently or as part of a team

Benefits

• Competitive pay

• Health, dental, and vision insurance

• Paid time off and holidays

• 401(k) with company match

• Opportunities for training and advancement

• Supportive and collaborative team environment