Office Manager
Company Name:
Executive Personnel Services
GENERAL ACCOUNTABILITIES
Provide customer service support to internal and external customers. Supervise and participate in the production and maintenance of records and files that relate to funeral arrangements, vital statistics, financial arrangements, accounts payable, and sales commissions. Provide lead management and contract validation/processing support to sales team.
SPECIFIC RESPONSBILITIES
? Provide Sales Manager and sales representatives support with status changes in lead management tool.
? Receive and record payments for pre-need sales
? Prepare and make deposits on funds collected
? Manage incoming/outgoing mail and incoming calls
? Prepare reports as required (cash receipts summary, volume report etc.,)
? Receive, validate and process new contracts
? Manage and post cash receipts in HMIS
? Track printed forms budget and manage and forms and office supply orders.
? Manage vendor invoices
? Assist sales manager in processing new hire paperwork, background checks, verifying pre-need sales licenses, maintaining employee files and other confidential files (I9's, etc.)
? Provide support to service manager as required.
CORE / CRITICAL COMPETENCIES
Demonstrates a Commitment to Service Excellence, Trustworthiness and Integrity
? Strong customer orientation - customer focused approach
? Shows consistency among principles, values, ethical standards and personal behavior
? Is trusted by subordinates and peers to keep one's word and follow through on commitments
Promote Innovation
? Encourages and generates new ways to look at processes and problems
? Identifies cost savings and revenue opportunities
? Generates and champions new ideas and initiatives
Achieve Results
? Balances time, resources and quality requirements to achieve business goals
? Sets high standards of performance for self and others
? Drives the achievement of agreed-upon results
Display Adaptability
? Actively supports change initiatives
? Coaches staff to adapt to multiple demands, shifting priorities, and rapid change
Communicate Effectively
? Conveys information clearly and concisely in written and spoken communication
? Listens effectively and provides frequent feedback
? Creates environment in which team members share information openly and honestly
? Makes effective and motivating presentations
Collaborate with Others
? Utilizes optimal level of collaboration with team members to achieve business goals
? Shares credit with others for their contributions
? Celebrates team successes
Build Productive Relationships (Internal / External)
? Relates well to people with diverse backgrounds and perspectives
? Maintains composure and constructive relationships even under difficult circumstances
EDUCATIONAL/EXPERIENCE/MINIMUM REQUIREMENTS
Education:
? High school diploma or completion of a diploma training program at a college or technical school or equivalent work experience
Experience:
? Bookkeeping, general office, clerical accounting, and Accounts Payable experience required
? Notary License is an asset, but not essential
Knowledge, Skills & Abilities:
? Knowledge of computers, MS Office, e-mail and internet required
? Above average communication skills
? Problem solving skills
? Ability to multi task and set priorities
? Detail oriented
? Professional and team player Estimated Salary: $20 to $28 per hour based on qualifications.
Executive Personnel Services
GENERAL ACCOUNTABILITIES
Provide customer service support to internal and external customers. Supervise and participate in the production and maintenance of records and files that relate to funeral arrangements, vital statistics, financial arrangements, accounts payable, and sales commissions. Provide lead management and contract validation/processing support to sales team.
SPECIFIC RESPONSBILITIES
? Provide Sales Manager and sales representatives support with status changes in lead management tool.
? Receive and record payments for pre-need sales
? Prepare and make deposits on funds collected
? Manage incoming/outgoing mail and incoming calls
? Prepare reports as required (cash receipts summary, volume report etc.,)
? Receive, validate and process new contracts
? Manage and post cash receipts in HMIS
? Track printed forms budget and manage and forms and office supply orders.
? Manage vendor invoices
? Assist sales manager in processing new hire paperwork, background checks, verifying pre-need sales licenses, maintaining employee files and other confidential files (I9's, etc.)
? Provide support to service manager as required.
CORE / CRITICAL COMPETENCIES
Demonstrates a Commitment to Service Excellence, Trustworthiness and Integrity
? Strong customer orientation - customer focused approach
? Shows consistency among principles, values, ethical standards and personal behavior
? Is trusted by subordinates and peers to keep one's word and follow through on commitments
Promote Innovation
? Encourages and generates new ways to look at processes and problems
? Identifies cost savings and revenue opportunities
? Generates and champions new ideas and initiatives
Achieve Results
? Balances time, resources and quality requirements to achieve business goals
? Sets high standards of performance for self and others
? Drives the achievement of agreed-upon results
Display Adaptability
? Actively supports change initiatives
? Coaches staff to adapt to multiple demands, shifting priorities, and rapid change
Communicate Effectively
? Conveys information clearly and concisely in written and spoken communication
? Listens effectively and provides frequent feedback
? Creates environment in which team members share information openly and honestly
? Makes effective and motivating presentations
Collaborate with Others
? Utilizes optimal level of collaboration with team members to achieve business goals
? Shares credit with others for their contributions
? Celebrates team successes
Build Productive Relationships (Internal / External)
? Relates well to people with diverse backgrounds and perspectives
? Maintains composure and constructive relationships even under difficult circumstances
EDUCATIONAL/EXPERIENCE/MINIMUM REQUIREMENTS
Education:
? High school diploma or completion of a diploma training program at a college or technical school or equivalent work experience
Experience:
? Bookkeeping, general office, clerical accounting, and Accounts Payable experience required
? Notary License is an asset, but not essential
Knowledge, Skills & Abilities:
? Knowledge of computers, MS Office, e-mail and internet required
? Above average communication skills
? Problem solving skills
? Ability to multi task and set priorities
? Detail oriented
? Professional and team player Estimated Salary: $20 to $28 per hour based on qualifications.
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