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Funeral Home Administrative Assistant

Foundation Partners Group•Walnut Creek, CA

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 entering data. It also involves supporting funeral-service documentation and delivery, monitoring accounts and financials, maintaining office areas and equipment, managing inventory and supplies, and participating 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.
  • Strong communication and grammatical skills, including the ability to proofread work.

Nice To Haves

  • Funeral industry experience.

Responsibilities

  • Answer phone calls, respond to questions with appropriate phone etiquette, greet and interact with families, and direct inquiries appropriately.
  • Use company software, email, social media, text messaging, online portals, and live webinars; update the funeral home website as needed.
  • Create, communicate, and proofread correspondence and other written work.
  • Monitor accounts and financials related to receipt books, deposit policies, and receivables; close accounts when appropriate.
  • Complete product inventory and take responsibility for office inventory.
  • Ensure service-delivery requirements, including cremation permitting, death certificate filing, and other documentation, are completed professionally and promptly.
  • Maintain a neat, presentable office area and office equipment, 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.

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