Funeral Home Administrative Assistant

Foundation Partners Group • Fort Myers, FL

5d

About The Position

The Administrative Assistant provides administrative and clerical support to managers, team members, and client families. Duties include answering phone calls, scheduling, creating and proofreading correspondence, and data entry. The role also supports funeral service documentation and delivery, financial and inventory processes, office upkeep, and coordination with supervisors and colleagues.

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, respond to inquiries, and direct them appropriately.
• Use company software, email, social media, text, online portals, live webinars, and 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.
• Keep the office area neat and presentable, maintain office equipment as necessary, 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.

What This Job Offers

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