Administrator

Everstory Partners•Plymouth Meeting, PA

About The Position

The Administrator is a multifaceted member of the Everstory Partners location team who supports customers, team members, and location leadership. The role helps create a customer-focused environment through phone support, appointment scheduling, team-member onboarding, and administrative assistance. Duties span contract processing and quality control; banking and payment transactions; cemetery processing; customer file maintenance and record keeping; accounts payable and receivable; deeds and certificates; trust certificates; memorial and park-services work orders; daily coordination meetings; and reporting. The position requires availability to work some holidays, evenings, and weekends as needed.

Requirements

Multi-line phone skills.
Alphabetical filing skills.
Ability to type 40 words per minute with minimal errors and perform data entry.
Basic math and computer skills, including word-processing and spreadsheet applications such as Word and Excel, or Google equivalents.
Ability to follow company policies and maintain confidentiality of employee and customer information.
Excellent customer service and interpersonal skills.
Proficient organizational skills.
Ability to multitask efficiently and work independently or as part of a team.
Ability to complete tasks and assignments quickly and effectively and meet deadlines.
Valid state driver’s license and access to a personal vehicle for some locations.
High school equivalency.
At least one year of experience in administration or customer service.
Availability to work some holidays, evenings, and weekends as needed.

Responsibilities

Answer phones, schedule appointments, support team-member onboarding, and assist the location leadership team.
Process contracts and verify their validity before entry; perform contract quality control.
Handle cash receipt entry, deposit slips, credit card transactions, and bank deposits, including trips to the bank when needed.
Process cemetery Interment Orders and Authorizations (IOAs) according to company standards and policies.
Maintain customer files for new sales and burials, scan required documents, and maintain records of memos, emails, corporate policies, and programs.
Coordinate onboarding responsibilities as needed.
Ensure bills are paid promptly and process purchases and invoices through the current system.
Collect past- and current-due balances for delinquent customer contracts.
Provide deeds and certificates to Sales Management weekly and log and process them according to location or state guidelines.
Check trust certificates for accuracy against contracts, sign them, and return them to the Home Office Trust Department by email.
Order memorials when they are paid in full and manage Park Services work orders.
Participate in daily meetings between Administration, Maintenance, and Sales.
Prepare reporting that may include trust, state-required, and month-end processing.