Job Information
Foundation Partners Group Lead Administrative Assistant - DCN in Kent, Washington
Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.
Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.
We currently have an opening for a Lead Administrative Assistant at First Call Plus in the Kent, WA. 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 ready and assists with maintaining the overall cleanliness and stocking of supplies
Oversees staffing to meet business needs, onboarding and training of all New Hires, scheduling, coaching, and development, and openly communicates to appropriate Team Members areas of successful performance and performance needing improvement to meet business expectations
Ensures proper paperwork, including death certificates, obituaries, and permits, are completed timely and in accordance with relevant laws and regulations
Holds self and all direct reports accountable for utilizing systems/technology provided by the company, i.e., arrangement conference technology system in place to review contracts and complete necessary forms after the time of arrangement conversation
Requirement & Qualifications:
High school diploma or the equivalent
Degree in business is preferred
Minimum, three to five years of office and customer service experience in the funeral industry is preferred
Minimum one year of leadership experience is preferred
Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
Models and demonstrates empathy, emotional intelligence, and a mindset of Servant Leadership to all internal and external stakeholders
Demonstrated knowledge & experience of the funeral service are preferred
H igh attention to detail and accuracy, with excellent follow up skills
Strong communication skills and high levels of compassion and integrity
Ability to lead and support the customer interaction experience
Works cohesively with supervisor and builds strong relationships with peers and direct reports
Ability to collect funds from past due accounts
Team Member Benefits Include:
Entry-level and experienced professionals; students, and veterans – we offer complete career paths regardless of your career and life stage
Unique ShareLife® technology lets you create one-of-a-kind life celebrations for the families you serve
Competitive salaries and performance incentives
Team member referral bonus program
Medical, dental, prescription, and vision insurance options
Annual PTO includes: 2 weeks vacation, 2 personal days, 6 sick days (rolls over annually up to 96 hours), and 6 paid holidays
401k with company match
Company paid life insurance, long-term disability, and short-term disability