BAS Project Assistant

We design, build, operate, and maintain commercial heating, ventilation and air conditioning systems that help clients acheive healthy, productive, and efficient working environments.

MSI is a full service HVACR contractor offering an array of energy efficient air-conditioning services from concept to completion, maintenance to repair and everything in between. With more than 50 years of service under our belt, MSI continues to be recognized for our visionary leadership and superior craftsmanship in the design and installation of energy-efficient cooling systems.

 

MSI seeks talented performers and offers a challenging and rewarding work environment that emphasizes teamwork, results, and most importantly honesty and integrity. We value our employees and are committed to attracting highly skilled, talented individuals to join our strong, family-oriented workforce and to help us build on our success.

 

We are a Drug Free Workplace and an Equal Opportunity Employer.

• Monitor completion of daily pre-task plans and provide supervisors with an easy-to-read list of outstanding items.
• Track vehicle inspection completion and report missing inspections.
• Maintain organized records for required safety documentation and support audit readiness.
• Maintain the mentor and mentee roster, track monthly meetings, and notify managers of overdue activity.

• Track material orders, deliveries, packing slips, and outstanding items by project.
• Verify received material against project checklists and identify shortages for follow-up.
• Label, organize, stage, and package job materials by system, equipment, or project area.
• Maintain orderly project staging and warehouse locations so field personnel can retrieve complete job packages efficiently.
• Coordinate missing-part follow-up with Purchasing, Project Managers, and other responsible team members.
• Deliver or transport project materials when authorized and operationally necessary.

• Maintain organized and current project folders in SharePoint and other approved systems.
• Track project milestones, recurring requirements, open actions, and missing documentation.
• Prepare preliminary project turnover sheets by transferring information from source documents into the standard form.
• Track whether turnover meetings and required turnover documentation have been completed.
• Assist with project closeout packages, final records, performance information, and lessons learned.
• Support standardization of project records and administrative workflows across offices.

• Maintain a calendar of project billing due dates and remind Project Managers of upcoming deadlines.
• Follow up on missing billing information and communicate status to the appropriate owner.
• Assist Accounts Receivable with project documentation requests and route questions to the responsible Project Manager.
• Track workflow completion without determining billing amounts or making financial decisions.

• Support the maintenance and completeness of Rivet project forecasts.
• Follow up with Project Managers on missing or outdated schedule and manpower information.
• Prepare status reports that identify incomplete forecasting inputs and items requiring management attention.

• Create service leads in CRM for completed projects and route them to the appropriate local sales resource.
• Create preliminary CRM opportunities for identified scope gaps or potential change orders when directed by a Project Manager, field leader, estimator, or salesperson.
• Enter available administrative information, assign the opportunity to the responsible owner, and track it until ownership is established.
• Upload supporting documents and maintain opportunity records as requested.
• Do not identify scope gaps, establish pricing, determine margin, prepare technical scope, or approve proposals.

• Serve as an additional communication link between Project Managers, Controls Managers, Sales, Purchasing, Accounts Receivable, and Field Operations.
• Maintain clear tracking logs, recurring reports, and follow-up reminders.
• Escalate overdue, missing, or unclear items to the appropriate responsible leader.
• Support local office needs first, then assist shared or statewide processes as workload permits.

• High school diploma or equivalent.
• Experience in project administration, operations coordination, customer service, logistics, or office support is preferred.
• Exposure to construction, HVAC, building automation, controls, electrical, or low-voltage work is preferred.
• Project-management coursework or related administrative training is preferred.
• Valid driver’s license and acceptable driving record if material delivery is included in the assigned duties.

• Strong organizational skills with the ability to manage multiple open items and recurring deadlines.
• High attention to detail and a consistent follow-through mindset.
• Clear written and verbal communication and the ability to coordinate effectively across departments.
• Working proficiency with Microsoft 365 applications, including Outlook, Excel, Word, Teams, and SharePoint.
• Ability to learn CRM, scheduling, document-management, and project-tracking systems.
• Experience with CRM systems, SharePoint, Bluebeam, Adobe Acrobat, or similar project-document tools is preferred.
• Dependable, professional, and comfortable working in a fast-moving environment.

• Each employee has a responsibility for their own safety, the safety of their co-workers, and the community in which they are operating.
• In the performance of duties and responsibilities, you are expected to observe all safety, health, and loss prevention rules, practices, and procedures, as well as specific instructions related to the safe and efficient performance of your work.
• An effective and viable safety, health, and loss prevention program will be attained only when all employees are safety conscious and keenly aware, both mentally and physically, of the potential hazards of your environment.

 

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As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled.

Please review our Affirmative Action Policy.

Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.