Funeral Home Administrative Assistant

Foundation Partners Group•Lynchburg, VA

About The Position

The Administrative Assistant provides administrative and clerical support to managers, team members, and client families. The role includes answering phone calls, scheduling, creating and proofreading correspondence, and data entry. The assistant also supports funeral service documentation and delivery, monitors financial records and inventory, maintains the office, and participates in recurring administrative and financial 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 office equipment.
High attention to detail and accuracy, with excellent follow-up skills.
Ability to establish and maintain effective internal and external work processes.

Nice To Haves

Funeral industry experience.

Responsibilities

Answer phones using appropriate phone etiquette, greet and interact with families, field questions, and direct inquiries appropriately.
Use company software, Microsoft Office, email, social media, text, online portals, and live webinars; update the funeral home website as needed.
Communicate clearly and proofread work.
Monitor accounts and financial records related to receipt books, deposit policies, and receivables.
Close accounts when appropriate and complete product inventory.
Ensure funeral service delivery items, including cremation permitting, death certificate filing, and other documentation, are 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 meet goals.
Complete monthly and quarterly financial and administrative processes.