Administrative Assistant

Foundation Partners Group; Sarasota (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Foundation Partners Group in Sarasota, FL seeks an Administrative Assistant to provide essential clerical support to managers, team members, and client families. You will answer phones, schedule, proofread correspondence, and perform data entry while maintaining an organized office environment.

The role requires strong MS Office skills, attention to detail, reliable follow-through, and the ability to coordinate with internal teams and external families in a compassionate, professional manner.

Qualifications

• High school diploma or the equivalent.
• Minimum three years of work experience in a small business office environment—funeral industry experience a plus.
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Able to use and learn multiple computer software, systems, and other office equipment.
• High attention to detail and accuracy, with excellent follow-up skills.
• Able to establish and maintain effective internal and external work processes.

Responsibilities

• Answer phones and field questions with appropriate phone etiquette, greet families and direct inquiries.
• Schedule appointments and manage calendars for managers and teams.
• Create and proof correspondence, and perform data entry with accuracy.
• Monitor accounts and financials related to deposits and receivables; follow up as needed.
• Ensure funeral service delivery items are completed professionally and promptly.
• Maintain neat office area and equipment; manage inventory and supplies.
• Participate in weekly updates with supervisors to share resources and ideas.

Skills

Phone etiquette

Communication

Attention to detail

Team collaboration

Organization

Education

High school diploma

Tools

Microsoft Office Suite

Email systems

Website updates

Job description

As an Administrative Assistant, you will provide administrative and clerical support to managers, team members, and client families, including answering phone calls, scheduling, creating and proofing correspondence, and data entry.

What You Will Do

• Compassion & Empathy: Answer phones and field questions with appropriate phone etiquette, greet and interact with families, and handle inquiries and direct them accordingly.
• Technology Competent: Familiar with Microsoft Office Suite, company software programs, email, social media, text, online portals, live webinars, and updating the funeral home website as needed.
• Clear Communicator: Strong communication and grammatical skills, with the ability to proof work.
• Meticulous Attention: Monitor accounts and financials related to receipt books, deposit policies, and receivables. Close accounts when appropriate and complete product inventory.
• Follow-through: Ensure all funeral service delivery items, such as cremation permitting, death certificate filing, and other documentation, are carried out professionally and promptly.
• Preparation Excellence: Maintain neat and presentable office area and office equipment as necessary, take responsibility for inventory, and reorder office supplies as needed.
• Active Team Member: Participate in weekly updates with supervisors to share and exchange resources and ideas to meet goals; complete monthly and quarterly financial and administrative processes.

What We Require

• High school diploma or the equivalent
• Minimum three years of work experience in a small business office environment -- funeral industry experience a plus
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Able to use and learn multiple computer software, systems, and other office equipment
• High attention to detail and accuracy, with excellent follow-up skills
• Able to establish and maintain effective internal and external work processes

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled