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Summary/Objective 

Provides administrative and clerical support to a funeral home, cemetery, crematory or a combination of these facilities. Other general duties include greeting the general public, answering questions and providing general information on services offered in a polite manner with a goal to meet and exceed customer expectations. 

Essential Functions and Competencies

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Performs day to day clerical duties as required which may include:

• Preparing death certificates, prayer cards and related documents

• Greeting family members and friends

• Completing required permits and / or certificates

• Receiving and / or processes payments and/or contracts

• Preparing and processing Veteran’s Paperwork

• Ordering supplies, filing and responding to inquiries

• Ensures that the required documentation to support requested products and services is accurate and complies with state, federal and company rules and regulations, to include:

• Preparing and distributing daily interment or cremation schedules, reports, and documents

• Maintaining and verifying the accuracy of logs associated with markers, interments and/or cremations

• Acts on calls from external customers, including other cemeteries and mortuaries, to provide product and service selections, to include disposition of remains, contracts, and payments

• Coordinates the ordering of memorials and related products and the control of storage inventory for vaults and markers

• Oversees the processing of installation orders to grounds and maintenance departments

• Enters contracts and cash receipts in HMIS when necessary

• Prepares marker/ monument placement paperwork

• Processes account payable transactions

• Assists Sales, Community or Family Service Counselors as needed

• Assists location management with daily operations including SOX compliance, delivery process and liability release

• Assists with payroll

• Prepares for funeral services by preparing sign-in books, ensuring veteran’s paperwork is completed, and assisting professional funeral staff as directed

• Conducts blind checks

• Monitors and follows up on marker orders; tracks memorial orders

• Acts as backup to Receptionist

• This job is Non-Exempt.

Communication Skills

• Works with other departments as needed.

• Monitors and documents departmental policies and procedures to ensure 100% compliance.

• Comes up with new ways to look at problems and processes in their work Achieve Results

• Works productively with minimal supervision; achieves work objectives in a timely manner

• Works to resolve routine problems promptly and effectively Display Adaptability

• Is open to new and different ways to accomplish work

• Responds positively and productively to new initiatives or changes in priorities Communicate Effectively

• Conveys facts and information clearly in written and spoken communications

• Communicates in a timely and effective manner with manager Collaborate with Others

• Proactively contributes to group objectives; volunteers to help others as needed

• Welcomes ideas and input from others Build Productive Relationships (Internal / External)

• Maintains composure in challenging situations

• Strong organization skills with ability to manage large workload

• Ability to manage special projects

• Ability to respond quickly and accurately to various requests

• Ability to prioritize tasks and respond appropriately to management.

• Ability to interface well with personnel at all levels 

Work Environment 

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. 

Travel 

No travel is expected for this position.

Required Education and Experience

• At least two years of completed college or equivalent education OR two years of relevant professional experience

• At least 1 year of experience working as an assistant or administrative support staff in an office or other professional environment

AAP/EEO Statement 

Legacy Funeral Group, LLC. ® (Legacy) provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, veterans and/or any other status or condition protected by law, except where a bona fide occupational qualification exists.

Other Duties 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.