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Lead Funeral Home Administrative Assistant

Foundation Partners Group · Fort Myers, Florida, US

Lead Administrative Assistants are responsible for various activities, including answering phones, bookkeeping, oral and written communication, data entry, s...

Job description

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 account...