Funeral Home Administrative Assistant

foundationpartners; Milwaukee (WI); On-site; USD 40,000 - 52,000; Full time

Job summary

foundationpartners is seeking an Administrative Assistant to provide essential clerical and administrative support to managers, team members, and client families in Milwaukee. You will handle phone inquiries, scheduling, proofreading, data entry, and accounts monitoring to ensure accurate record-keeping and timely communications.

The role requires a high school diploma, at least three years in a small business office, and proficiency in Microsoft Office.

Qualifications

• High school diploma or equivalent required.
• Minimum three years in a small business office; funeral industry experience is a plus.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and ability to learn multiple software.
• Strong attention to detail and accuracy with excellent follow-up skills.

Responsibilities

• Answer phones and field questions with proper phone etiquette.
• Schedule and organize appointments and meetings; prepare and proof correspondence.
• Data entry and maintenance of records; monitor accounts and receivables.
• Close accounts when appropriate and manage inventory and office supplies.
• Ensure funeral service delivery items and documentation are completed promptly.
• Maintain a neat, presentable office and equipment; participate in monthly/quarterly processes.
• Attend weekly updates with supervisors and contribute to team goals.

Skills

Phone etiquette

Communication

Organizational skills

Attention to detail

Follow-up

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

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