Administrative Assistant

Foundation Partners Group
Portland, OR
United States

Funeral - Cemetery
Manages Others
Experience Required
Degree Required
Security Clearance Required
Employment Type
PartTime/Full Time
Work Schedule

Job Description
Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 80 locations across the country, Foundation Partners Group is continuing to expand their reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.

You served our country every day and brought passion, core values and talent to our armed services. We believe those same characteristics are essential to success at Foundation Partners.

We currently have an Administrative Assistant opportunity available at Wilhelm's Portland Memorial Funeral Home & Mausoleum in Portland, OR.

Overview & Responsibilities:

  • Greets families and callers, handling inquiries and directing them according to specific needs
  • Identifies process improvement opportunities. Develops new methods to improve efficiency and accountability while reducing the administrative footprint in order to better control costs
  • Partners with Location Leader to ensure smooth implementation of any new company initiatives and/or procedures
  • Responsible for ordering, tracking, delivery, and location product and document maintenance
  • Assists Location Leader and Funeral Directors to ensure all open tasks are completed in a timely manner
  • Monitors accounts to ensure the company receives all monies owed and accounts are closed where appropriate. Includes monitoring to verify that claims are collected, credit balances are accurate and refunded where applicable, delinquencies are identified and collection attempts taken; small 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 to include: adherence to receipt book and deposit policies, monitoring all receipts for accurate posting, and following up to resolve any unapplied cash issues
  • Working with the Accounting team, manages accounts payable process to include: setting up new vendors prior to 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
  • Completes product inventory
  • Completes monthly administrative processes to include: reconcile P-Card account, month end closing,
  • Prepares for, and participates in, monthly Financial Review
  • 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 other applicable computer program)
Job Requirements
• Computer proficiency with Microsoft Office tools, Word, PowerPoint, Excel, and Outlook. Able to use and learn multiple computer software and systems and other office equipment.
• Strong communication and active listening skills.
• Strong written communication and grammatical skills, with ability to proof own work and the work of others.
• Excellent quality and accuracy of work with attention to detail.
• Great customer service and internal service skills.
• Organizational and planning skills; time management skills and the ability to prioritize work.
• Ability to establish and maintain effective internal and external work processes.
Foundation Partners Group
Jennifer Pitman
4901 Vineland Road Suite 300
Orlando FL 32811
United States