Foundation Partners LLC
Lead Administrative Assistant
Foundation Partners LLC, Denver, Colorado, United States, 80285
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
Romero Family Funeral Home
in the
Denver
, CO . 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 communicationHolds responsibility for ordering, tracking, delivery, and location of product and document maintenanceAssists administrative assistants, location leaders, and funeral directors to ensure all open tasks are completed promptlyMonitors 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 promptlyManages 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 issuesUpdates funeral home website with service and other information as soon as it becomes availableWorks 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 resolvedIdentifies 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 costsCompletes monthly and quarterly administrative processes, including inventory, reconciling P-Card account, month, and quarter-endLeads weekly update meetings with administrative assistants and location leaders to share and exchange resources and to ensure goals are beingPerforms 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 materialsHolds responsibility for multiple components of month-end, quarter-end, and year-end closeMaintains office equipment as necessary; maintains and orders office supplies routinelyEnsures own and direct reports office work area is always presentableLearns to operate new office technologies as they are developed and implementedHolds self and all direct reports accountable for completing all company assigned learning assignments, including compliance, i.e., OSHA, FTC, harassment preventionLeads administrative assistants to ensure organizational components are completed accurately and timelySupports coordination of and participates in assigned staff meetingsEnsures café is always shown ready and assists with maintaining the overall cleanliness and stocking of suppliesOversees 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 expectationsEnsures proper paperwork, including death certificates, obituaries, and permits, are completed timely and in accordance with relevant laws and regulationsHolds 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 conversationRequirement & Qualifications:
High school diploma or the equivalentDegree in business is preferredMinimum, three to five years of office and customer service experience in the funeral industry is preferredMinimum one year of leadership experience is preferredKnowledge of Microsoft Office Suite (Word, Excel, PowerPoint)Models and demonstrates empathy, emotional intelligence, and a mindset of Servant Leadership to all internal and external stakeholdersDemonstrated knowledge & experience of the funeral service are preferredHigh attention to detail and accuracy, with excellent follow up skillsStrong communication skills and high levels of compassion and integrityAbility to lead and support the customer interaction experienceWorks cohesively with supervisor and builds strong relationships with peers and direct reportsAbility to collect funds from past due accountsTeam Member Benefits Include:
Entry-level and experienced professionals; students, and veterans - we offer complete career paths regardless of your career and life stageUnique ShareLife® technology lets you create one-of-a-kind life celebrations for the families you serveCompetitive salaries and performance incentivesTeam member referral programMedical, dental, prescription, and vision insuranceVacation, sick, and holiday pay401k with company matchCompany-paid life insurance, long-term disability, and short-term disability
#HP2023
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
Romero Family Funeral Home
in the
Denver
, CO . 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 communicationHolds responsibility for ordering, tracking, delivery, and location of product and document maintenanceAssists administrative assistants, location leaders, and funeral directors to ensure all open tasks are completed promptlyMonitors 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 promptlyManages 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 issuesUpdates funeral home website with service and other information as soon as it becomes availableWorks 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 resolvedIdentifies 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 costsCompletes monthly and quarterly administrative processes, including inventory, reconciling P-Card account, month, and quarter-endLeads weekly update meetings with administrative assistants and location leaders to share and exchange resources and to ensure goals are beingPerforms 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 materialsHolds responsibility for multiple components of month-end, quarter-end, and year-end closeMaintains office equipment as necessary; maintains and orders office supplies routinelyEnsures own and direct reports office work area is always presentableLearns to operate new office technologies as they are developed and implementedHolds self and all direct reports accountable for completing all company assigned learning assignments, including compliance, i.e., OSHA, FTC, harassment preventionLeads administrative assistants to ensure organizational components are completed accurately and timelySupports coordination of and participates in assigned staff meetingsEnsures café is always shown ready and assists with maintaining the overall cleanliness and stocking of suppliesOversees 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 expectationsEnsures proper paperwork, including death certificates, obituaries, and permits, are completed timely and in accordance with relevant laws and regulationsHolds 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 conversationRequirement & Qualifications:
High school diploma or the equivalentDegree in business is preferredMinimum, three to five years of office and customer service experience in the funeral industry is preferredMinimum one year of leadership experience is preferredKnowledge of Microsoft Office Suite (Word, Excel, PowerPoint)Models and demonstrates empathy, emotional intelligence, and a mindset of Servant Leadership to all internal and external stakeholdersDemonstrated knowledge & experience of the funeral service are preferredHigh attention to detail and accuracy, with excellent follow up skillsStrong communication skills and high levels of compassion and integrityAbility to lead and support the customer interaction experienceWorks cohesively with supervisor and builds strong relationships with peers and direct reportsAbility to collect funds from past due accountsTeam Member Benefits Include:
Entry-level and experienced professionals; students, and veterans - we offer complete career paths regardless of your career and life stageUnique ShareLife® technology lets you create one-of-a-kind life celebrations for the families you serveCompetitive salaries and performance incentivesTeam member referral programMedical, dental, prescription, and vision insuranceVacation, sick, and holiday pay401k with company matchCompany-paid life insurance, long-term disability, and short-term disability
#HP2023