Administrative Assistant

foundationpartners; Sarasota (FL); On-site; USD 38,000 - 48,000; Full time

Job summary

Foundation Partners Group is seeking an Administrative Assistant to provide administrative and clerical support to managers, team members, and client families. Responsibilities include answering phone calls, scheduling, creating and proofing correspondence, and data entry.

The role emphasizes compassion, organization, and accuracy, with tasks spanning accounts, inventory, and coordination of funeral service documentation. On-site position based in Sarasota, FL.

Qualifications

• High school diploma or the equivalent.
• Minimum three years of work experience in a small business office environment.
• 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 and interact with families, and handle inquiries and direct them accordingly.
• Schedule appointments and prepare correspondence; perform data entry.
• Maintain and monitor accounts and financials related to receipt books, deposit policies, and receivables; close accounts when appropriate and complete product inventory.
• Ensure funeral service delivery items such as cremation permitting, death certificate filing, and other documentation are carried out professionally and promptly.
• Maintain neat and presentable office area and office equipment; take responsibility for inventory and reorder office supplies.
• Participate in weekly updates with supervisors and complete monthly and quarterly financial and administrative processes.

Skills

Microsoft Office

Education

High school diploma

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

Are you ready?Take the next step to join Foundation Partners Group as we transform funeral care through innovation and service.