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Everstory Partners

Business Support Compliance Specialist

Everstory Partners

Business Support Compliance Specialist at Everstory Partners providing administrative support in grief-related services. Conducting audits, processing orders, and ensuring compliance in the Eastern Pennsylvania area.

Posted 5/8/2026full-timePhiladelphia • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $25 per hourWebsite

About the role

Key responsibilities & impact
  • Conduct on-site location servicing record audits and permanent record file reviews when servicing opportunities are identified by the Support Center.
  • Daily processing of Interment Orders and Authorizations, including scheduling, creating burial diaries, servicing, etc. in PlotBox and following the company standards and policies.
  • Accounts Receivable and Banking duties – Collection of past and present balance amounts due for any delinquent customer contracts.
  • Follows AR procedures and payment processing guidelines.
  • File / Log maintenance – Update customer files including all new sales and burials.
  • Scanning all documentation as required.
  • Maintain records of all memos, e-mails, corporate policies, and programs implemented.
  • Accounts Payable – Ensure all bills are paid promptly.
  • Process all purchases and invoices through the payment system and follow AP procedures as required by the Procurement Policy.
  • Deeds and Certificates – Provide deeds and certificates to Manager each week for printing and delivery.
  • Log and process according to the location and state guidelines.
  • Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file and return to the Home Office Trust Department.
  • Memorial Orders – Responsible for the Memorial Order Process, including adding to and managing the Memorial Module and servicing.
  • Work Orders and any First Call Burials for Park Services – Managed work orders for Park Services.
  • Flowers – Manage flower program for locations, as applicable, depending on what remote access will allow.
  • Reports - As required for the location assignment and may include Trusting, State Requirements, and month end processing (depending on what remote access will allow).
  • Inventory – Update build sheets, error correction and PlotBox updates.
  • Projects - Variable, depending on projects assigned by the Director, Administration Support Team or VP, Administration or those that may be in management at the location.
  • Ensure compliance with internal standards and state regulations.
  • Act as a liaison with location staff to validate documentation, resolve discrepancies, and support accurate servicing record maintenance.
  • Resolve missed servicing of delivered merchandise and services in PlotBox following completion of on-site audit work.
  • Support local inventory reduction efforts as directed by leadership.
  • Prepare audit summary reporting to the Manager, Quality, Training & Performance and leadership.
  • Execute training initiatives as assigned.

Requirements

What you’ll need
  • High school diploma or equivalent.
  • 5+ years of experience in an Administrator or Compliance role.
  • Proficient in Microsoft applications, like Outlook, Excel and Word.
  • Strong attention to detail with the ability to produce accurate and high-quality work.
  • Sound analytical and problem-solving skills.
  • Ability to organize and prioritize multiple tasks.
  • Demonstrated ability to meet deadlines.
  • Strong oral, written, and interpersonal communication skills with an ability to work across all levels in the organization.
  • Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
  • Must possess a valid driver’s license and access to a personal vehicle.

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • Life
  • AD&D and STD Insurance
  • Tuition Reimbursement
  • Anniversary Award for each year of service
  • Career Advancement and Training - like our Aspiring Managers Program
  • Everstory Cares - Employee Assistance Fund
  • Legend Award Program
  • Funeral and Cemetery Benefits
  • Employee Referral Bonus
  • 401k with Company Match

ATS Keywords

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Hard Skills & Tools
Accounts ReceivableAccounts PayableInterment OrdersBurial DiariesMemorial OrdersInventory ManagementPayment ProcessingFile MaintenanceDocument ScanningAudit Reporting
Soft Skills
Attention to DetailAnalytical SkillsProblem-Solving SkillsOrganizational SkillsPrioritization SkillsDeadline ManagementCommunication SkillsInterpersonal SkillsDiscretionConfidentiality
Certifications
High School Diploma or EquivalentValid Driver's License