Financial Assistant Jobs in Wisconsin (NOW HIRING)

Why Work for Wichmann Funeral Home?

Service

• At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
• Work with leading experts in the funeral and cemetery profession.

Benefits

• Financial assistant programs encouraging employees through education and development in industry related subjects.
• Robust Health and Welfare Plans, and savings account options, designed to support your personal needs, enhance well-being and help navigate life’s challenges.
• Rich 401k and Roth Retirement Plan options available for both Full Time and Part Time employees along with a Company Match.
• Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
• Employee Discounts on services, merchandise, and property to help our team members in their time of need.

Culture

• We value honesty, courage, integrity, ethical behavior and the development of personal growth.
• We are rooted in the communities to provide a personal touch to every family we serve.
• We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

Summary/Objective

This position is the primary administrative role in most of Park Lawn’s individual business locations and is responsible for performing a variety of administrative and accounting related tasks to ensure the business runs smoothly and the expectations of our client families and their guests are exceeded.

Essential Functions

• Answers telephone and gives information to callers or routes calls to the appropriate person and places outgoing calls for the business.
• Greets and escorts all visitors and their guests.
• Performs all accounting (AP/AR), inventory, and account reconciliation for the business.
• Updates Timekeeping system as employees fill out missed punch log.
• Prepares daily deposit reports and reconciliations
• Processes and codes all business invoices for payment. 
• Researches invoices and resolve any issues or discrepancies.
• Receives and records payments from client families.
• Schedules appointments for the business.
• Composes and types correspondence as needed.
• Compiles and reports on statistical data as required by the business.
• Inputs data into operating system accurately, completely, and timely.
• Assists client families with processing necessary paperwork and scheduling appointments.
• Scans, copies and prints as needed.
• Updates and maintains files and related systems for the business.
• Serves as business timekeeper and maintains local employee files.
• Coordinates and maintains office supplies and equipment.
• Serves as a backup in other administrative functions as needs dictate.
• Completes assigned responsibilities and tasks without needing additional assistance, excessive supervision, or extended scheduling.
• Special projects and other duties as assigned.

 Competencies

• Communication Proficiency.
• Teamwork Orientation.
• Detail Orientation.
• Customer Service Orientation.
• Time Management.

Required Education, Experience, Certifications and Licensure

• High school diploma or equivalent combination of education and experience preferred.
• Minimum two years administrative or general accounting experience or have demonstrated knowledge, skills and abilities required to perform all job tasks.
• Valid state issued driver’s license in good standing and acceptable driving record.

 Additional Eligibility Qualifications

• Ability to read, write, and speak English fluently. Bilingual is a plus.
• High degree of overall computer proficiency.
• High degree of proficiency in local and virtual data management tools (Internet, Dropbox, Microsoft file management structure).
• High level of proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Proficiency with multi-line phone systems and general office equipment.
• Effective and professional communication skills, with an emphasis on verbal skills and the ability to resolve and respond to issues in a professional manner.
• Ability to empathize with client families and their guests and demonstrate tact and patience in emotionally charged situations.
• Ability to maintain a positive attitude and working environment through organization, willingness to learn, and communication.
• Ability to simultaneously handle multiple projects, prioritize tasks, and exercise good judgment.
• Attention to detail and follow-through.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Physical Demands and Work Environment

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.

• The duties associated with this position are generally performed in an indoor office setting.
• Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
• Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.
• This position may also require reaching, pushing, and pulling.
• Employees may be exposed to chemicals and/or blood borne pathogens. Exposure risk is considered:  Low   
• Overtime is sometimes necessary or required.

Travel

• This position may require up to 10 percent out of area and overnight travel.
• Travel is primarily local occurring during the business day only.

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.