Funeral Home Administrative Assistant

Foundation Partners Group • Walnut Creek, CA

3d

About The Position

The Administrative Assistant provides administrative and clerical support to managers, team members, and client families. The role includes answering phones, scheduling, creating and proofreading correspondence, data entry, handling family inquiries, and supporting the funeral home's financial, documentation, inventory, and office processes. The assistant also participates in regular updates with supervisors and helps maintain effective internal and external work processes.

Requirements

• High school diploma or equivalent.
• At least three years of work experience in a small business office environment.
• Knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Ability to use and learn multiple computer software programs, systems, and other office equipment.
• High attention to detail and accuracy, with excellent follow-up skills.
• Ability to establish and maintain effective internal and external work processes.
• Strong communication and grammatical skills, including the ability to proof work.

Nice To Haves

• Funeral industry experience.

Responsibilities

• Answer phones using appropriate phone etiquette, greet and interact with families, respond to inquiries, and direct questions appropriately.
• Use Microsoft Office Suite and company software, email, social media, text, online portals, and live webinars; update the funeral home website as needed.
• Create and proof correspondence and other written materials.
• Monitor accounts and financials related to receipt books, deposit policies, and receivables; close accounts when appropriate and complete product inventory.
• Ensure funeral service delivery documentation, including cremation permits and death certificate filings, is completed professionally and promptly.
• Maintain a neat and presentable office area and office equipment; manage inventory and reorder office supplies as needed.
• Participate in weekly updates with supervisors to share resources and ideas and support goals.
• Complete monthly and quarterly financial and administrative processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED