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Business Support Compliance Specialist
Everstory PartnersBusiness 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.
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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