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Financial Partners Group

Administrative Assistant

Posted Yesterday
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In-Office
Orange, CA
Mid level
In-Office
Orange, CA
Mid level
Provide clerical and administrative support to managers, team members, and client families: answer phones, schedule, proof correspondence, perform data entry, monitor accounts and inventory, handle funeral documentation (permits, death certificates), maintain office appearance and supplies, and complete monthly/quarterly financial and administrative tasks while participating in team updates.
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Job Summary & Responsibilities

As an Administrative Assistant, you will provide administrative and clerical support to managers, team members, and client families, including answering phone calls, scheduling, creating and proofing correspondence, and data entry. 

What You Will Do:

  • Compassion & Empathy: Answer phones and field questions with appropriate phone etiquette, greet and interact with families, and handle inquiries and direct them accordingly.
  • Technology Competent: Familiar with Microsoft Office Suite, company software programs, email, social media, text, online portals, live webinars, and updating the funeral home website as needed.
  • Clear Communicator: Strong communication and grammatical skills, with the ability to proof work.
  • Meticulous Attention: Monitor accounts and financials related to receipt books, deposit policies, and receivables. Close accounts when appropriate and complete product inventory. 
  • Follow-through: Ensure all funeral service delivery items, such as cremation permitting, death certificate filing, and other documentation, are carried out professionally and promptly.
  • Preparation Excellence: Maintain neat and presentable office area and office equipment as necessary, take responsibility for inventory, and reorder office supplies as needed.
  • Active Team Member: Participate in weekly updates with supervisors to share and exchange resources and ideas to meet goals; complete monthly and quarterly financial and administrative processes.

What We Require: 

  • High school diploma or the equivalent
  • Minimum three years of work experience in a small business office environment -- funeral industry experience a plus
  • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) 
  • Able to use and learn multiple computer software, systems, and other office equipment
  • High attention to detail and accuracy, with excellent follow-up skills
  • Able to establish and maintain effective internal and external work processes

Are you ready? Take the next step to join Foundation Partners Group as we transform funeral care through innovation and service. 

Compensation & Benefits
  • Meaningful Work: Make a real difference by helping families navigate one of life's most challenging times with compassion and care.
  • Competitive Pay and Benefits:
    o Medical, dental, prescription, and vision insurance
    o Vacation, sick, and holiday pay
    o Wellness Rewards
    o 401k with company match
    o Company-paid life insurance, long-term disability, and short-term disability
  • Career Growth: Take advantage of ongoing training and advancement opportunities within the funeral service industry.
  • Supportive Culture: Be part of a compassionate, mission-driven team that values respect, empathy, and service.
Are you ready? Join us on our journey to Shape the Future with Purpose. Grow with The FPG Way.
 
Foundation Partners Group is an equal opportunity employer. We are committed to fair employment practices and to fostering a workplace where every team member feels valued, supported, and treated with dignity and respect. Employment decisions are made in accordance with applicable federal, state, and local laws.

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