Full-Time Funeral Pre-Planning Administrative Assistant - Lewes, DE

Only for registered members Lewes, DE , United States

1 day ago

Full time

Pre-Planning Administrative AssistantOverview · We are seeking a compassionate, highly organized Full-Time Pre-Planning Administrative Assistant to support our Funeral Pre-Planning Department in serving families with professionalism, empathy, and attention to detail. · This role ...

Job description

Pre-Planning Administrative AssistantOverview

We are seeking a compassionate, highly organized Full-Time Pre-Planning Administrative Assistant to support our Funeral Pre-Planning Department in serving families with professionalism, empathy, and attention to detail.

This role plays a vital part in assisting our Pre-Planning Advisors by coordinating appointments, managing documentation, maintaining accurate records, and ensuring seamless communication throughout the pre-arrangement process. The ideal candidate will be detail-oriented, discreet, and comfortable guiding families through administrative steps related to advance funeral planning.

A minimum of 5 years of office experience, strong organizational skills, and the ability to handle sensitive conversations with care and professionalism are essential for success.

Key Duties & Responsibilities

Family & Client Support

Serve as a professional point of contact for pre-planning inquiries via phone, email, and in-person meetings
Schedule and confirm pre-planning appointments for advisors
Provide families with general information regarding pre-planning options (non-licensed information only)
Follow up with prospective clients in a courteous and timely manner
Assist families with completing necessary paperwork and documentation

Administrative & Operational Support

Prepare pre-planning packets, contracts, and supporting documentation
Maintain accurate and confidential client records in pre-need management systems
Enter, update, and track leads and pre-need agreements
Coordinate with funeral directors, accounting, and management as needed
Process payments and maintain related documentation in accordance with company procedures
Generate reports for management and pre-planning advisors
Manage department calendars and scheduling
Ensure compliance with company policies and applicable pre-need regulations

Professional Standards

Maintain strict confidentiality of client information
Demonstrate empathy, discretion, and professionalism in all interactions
Prioritize tasks efficiently in a structured yet relationship-focused environment
Maintain a conservative, professional appearance at all times
Support department marketing efforts, mailings, and event coordination as needed

Requirements

Previous office or administrative experience
Strong organizational and time management skills
Excellent written and verbal communication skills
Ability to handle confidential and sensitive information with discretion
Proficiency in Microsoft Office Suite & Outlook
Comfortable working in a team-oriented, service-driven environment
Ability to work 40 hours per week, including occasional weekend availability for seminars or events

Opportunity

This Full-Time Pre-Planning Administrative Assistant position offers the opportunity to play a meaningful role in helping families plan ahead with confidence and peace of mind. You will be an essential member of our professional team, supporting a department that provides thoughtful guidance and long-term care to the families we serve.

Job Type: Full-time

Pay: $ $19.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
Dental insurance
Employee assistance program
Paid time off

Application Question(s):

Are you able to travel to Lewes, Delaware every day to work?
You are aware that office experience is required at a minimum?
You are aware that a strong proficiency with the use of Microsoft products such as Outlook, Excel, Word, Scanning, etc. are required for this position?

Work Location: In person

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