Funeral Home Administrative Assistant

Foundation Partners Group; Walnut Creek (CA); Sur place; USD 30 000 - 41 000; Plein temps

Résumé du poste

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

You will handle phones with proper etiquette, use Microsoft Office Suite, coordinate calendars, prepare correspondence, monitor receivables, and ensure timely completion of documents such as death certificates and cremation permitting.

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.

Responsabilités

• Answer phones and field questions with appropriate phone etiquette, greet and interact with families, and handle inquiries and direct them accordingly.
• Familiar with Microsoft Office Suite, company software programs, email, social media, text, online portals, live webinars, and updating the funeral home website as needed.
• Strong communication and grammatical skills, with the ability to proof work.
• Monitor accounts and financials related to receipt books, deposit policies, and receivables. Close accounts when appropriate and complete product inventory.
• Ensure all 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 as needed.
• Participate in weekly updates with supervisors to share and exchange resources and ideas to meet goals; complete monthly and quarterly financial and administrative processes.

Connaissances

Phone etiquette

Communication

Attention to detail

Team collaboration

Formation

High school diploma or equivalent

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Description du poste

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?

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled