Why Work for Tubman Funeral Homes - Westboro?

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 assistance programs encouraging employees through education and development in industry related subjects.
• 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.

Essential Functions

• Tracks and records status of customer's services
• Prepares final invoices for Funeral Directors in FaCTS
• Follows up on overdue accounts and works with collection agencies when required
• Prepares or initiates client letters relating to status of account as per the company collection policy
• Maintains and archives client files (AT need and Pre-need)
• Liaises with funding companies regarding client payouts
• Accepts and records customer payments in FaCTS and Intacct
• Makes weekly bank deposits.
• Processes monthly payment plan payments.
• Prepares disbursement checks as required for family services
• Tracks and records unearned revenue for month end
• Maintains pre-paid contract ledger and assists sales staff with client paperwork
• Provides insight and suggests way to improve AR processes
• Other duties as required.

Competencies

• Financial Management.
• Performance Management.
• Ethical Conduct.
• Communication Proficiency.
• Personal Effectiveness/Credibility.
• Customer Service Orientation.
• Time Management.
• Required Education, Experience, Certifications and Licensure
• Post-secondary degree/diploma in accounting, finance, or related business program
• 6 months to 1 year work experience in a professional setting is preferred
• Advanced knowledge of MS Excel
• Knowledge of Sage considered a strong asset
• Fast and accurate data entry skills coupled with strong organizational skills and keen attention to detail

Additional Eligibility Qualifications

• Skill to analyze data and provide recommendations.
• Excellent written and oral communication.
• Must be able to work independently, prioritizing and meeting multiple deadlines.

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.
• This position may also be exposed to chemicals and/ or blood borne pathogens. Exposure risk is considered: ___X___ Low _____ Moderate _____ High
• 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.