Funeral Home Administrative Assistant

Foundation Partners Group; Milwaukee (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Foundation Partners Group in Milwaukee, WI, is seeking an Administrative Assistant to provide essential clerical support to managers, teams, and client families. You will answer phones, schedule, proof correspondence, and handle data entry, ensuring accuracy and timeliness.

The role emphasizes meticulous records management, strong communication, and teamwork, with daily use of Microsoft Office and company software to maintain office efficiency and professional service.

Qualifications

• High school diploma or equivalent is required.
• Minimum three years of work experience in a small business office.
• Proficiency with Microsoft Office Suite and related software.
• Strong attention to detail and accuracy with good follow-up skills.
• Ability to learn multiple computer systems and office equipment.

Responsibilities

• Answer phones and field questions with proper etiquette.
• Schedule meetings and manage calendars.
• Create and proof correspondence and perform data entry.
• Maintain neat, organized office area and inventory.
• Support weekly updates and monthly financial processes.

Skills

Communication skills

Attention to detail

Team collaboration

Phone etiquette

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled