Lead Administrative Coordinator

2 weeks ago


Fort Atkinson, Wisconsin, United States Foundation Partners Group Full time
About the Role

Foundation Partners Group is seeking a highly skilled and experienced Lead Administrative Assistant to join our team. As a key member of our operations team, you will play a critical role in supporting the success of our funeral homes across the country.

Key Responsibilities
  • Partner with home office teams to maintain regular communication and ensure seamless operations
  • Manage inventory, track product delivery, and maintain document control
  • Assist administrative assistants and location leaders to ensure timely completion of tasks
  • Monitor accounts receivable, verify claims, and collect outstanding payments
  • Ensure accurate posting of receipts and resolve any unapplied cash issues
  • Update funeral home websites with service information and other relevant details
  • Manage accounts payable processes, including vendor setup and insurance documentation
  • Identify process improvement opportunities and develop new methods to enhance efficiency and accountability
  • Complete monthly and quarterly administrative processes, including inventory reconciliation and P-Card account management
  • Lead weekly update meetings with administrative assistants and location leaders to share resources and ensure goals are being met
  • Produce family-facing products, such as video tributes, memorial books, and service folders/programs
  • Proofread published materials for accuracy and grammatical correctness
  • Maintain office equipment and supplies, and ensure a clean and organized work environment
  • Support the onboarding and training of new hires, and oversee staffing to meet business needs
  • Ensure compliance with relevant laws and regulations, and maintain accurate paperwork
Requirements and Qualifications
  • High school diploma or equivalent
  • Preferred degree in business or related field
  • Minimum 3-5 years of office and customer service experience in the funeral industry
  • Minimum 1 year of leadership experience
  • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong communication and interpersonal skills, with a focus on empathy and emotional intelligence
  • Ability to lead and support customer interactions, and work cohesively with supervisor and peers
  • High attention to detail and accuracy, with excellent follow-up skills
Benefits
  • Competitive salaries and performance incentives
  • Medical, dental, prescription, and vision insurance
  • Vacation, sick, and holiday pay
  • 401k with company match
  • Company-paid life insurance, long-term disability, and short-term disability

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