Lead Funeral Home Administrative Assistant

Lead Funeral Home Administrative Assistant

#26-2361

North Charleston, South Carolina, United States

Full-time

Simplicity Low country Cremation & Burial Services - N Charleston

Every life tells a story worth honoring. At Foundation Partners Group, we are privileged to help families create meaningful goodbyes during their most vulnerable moments.

Since 2010, our team of nearly 1,600 compassionate professionals has served communities across 21 states, delivering funeral, cremation, and cemetery services with care, respect, and personalization. We're not just a network of locations--we're a team united by purpose, a community committed to ensuring every farewell reflects the individuality of the life it celebrates.

Lead Administrative Assistants are responsible for various activities, including answering phones, bookkeeping, oral and written communication, data entry, scheduling, secretarial services, and much more.

Overview & Responsibilities:

• Partners with home office accountant and department leaders, i.e., finance, human resources, IT, by maintaining regular ongoing two-way communication
• Holds responsibility for ordering, tracking, delivery, and location of product and document maintenance
• Assists administrative assistants, location leaders, and funeral directors to ensure all open tasks are completed promptly
• Monitors accounts to ensure the company receives all monies owed and accounts are closed where appropriate, including monitoring to verify that claims are collected, credit balances are accurate and refunded where applicable, delinquencies are identified, and collection attempts taken; minor balance issues are written off (with approvals)
• Ensures all funeral service delivery items, such as cremation permitting, death certificate filing, forwarding of trust delivery documentation, case file maintenance, etc., are carried out professionally and promptly
• Manages the accounts receivable process, including adherence to receipt book and deposit policies, monitoring all receipts for accurate posting, and following up to resolve any unapplied cash issues
• Updates funeral home website with service and other information as soon as it becomes available
• Works with the accounting team, manages accounts payable processes, including setting up new vendors before use, maintaining updated files and insurance documents on service vendors, ensuring that all payables are accurately coded and submitted to appropriate management and that any account discrepancies are addressed and resolved
• Identifies process improvement opportunities and develops new methods in conjunction with the manager of administration and location leader to improve efficiency and accountability while reducing the administrative footprint to better control costs
• Completes monthly and quarterly administrative processes, including inventory, reconciling P-Card account, month, and quarter-end
• Leads weekly update meetings with administrative assistants and location leaders to share and exchange resources and to ensure goals are being
• Performs layout and production of all family-facing products: video tributes, memorial books, service folders/programs, obituaries, or other forms in the required format (Advisor, Microsoft Word, or another applicable computer program)
• Proofs all published materials, paying particular attention to ensure everything is accurate and grammatically correct and acts as quality control for all printed materials
• Holds responsibility for multiple components of month-end, quarter-end, and year-end close
• Maintains office equipment as necessary; maintains and orders office supplies routinely
• Ensures own and direct reports office work area is always presentable
• Learns to operate new office technologies as they are developed and implemented
• Holds self and all direct reports accountable for completing all company assigned learning assignments, including compliance, i.e., OSHA, FTC, harassment prevention
• Leads administrative assistants to ensure organizational components are completed accurately and timely
• Supports coordination of and participates in assigned staff meetings
• Ensures café is always shown…