Preplanning Client Services Coordinator

Join the team at one of Baltimore’s oldest established family-owned companies, dedicated to providing support to grieving families. Sol Levinson & Bros funeral home is a long-standing fixture in the community that is also committed to constantly expanding its services to families.

GENERAL DESCRIPTION:

This position will be an integral part of the significant expansion of the Advance Planning department. This department is dedicated to educating individuals and families about the importance of making funeral decisions well prior to needing our services. The ideal candidate will have exceptional communication and problem-solving skills, be detail-oriented, compassionate, and excel at both coming up with new ideas and completing projects with self-imposed deadlines. The ideal candidate will also be highly self-motivated and comfortable with making outreach calls daily. Good judgement and confidentiality are key. This is a full-time position with occasional evening and weekend hours.

SPECIFIC DUTIES & RESPONSIBILITIES:

Provide high-level administrative support.

Assist with enhancing workflow efficiency.

Consistently reach out to new and existing clients to ensure program growth and high-quality relationship management.

Answer phones and respond to basic questions in a courteous, professional, and compassionate manner. Distribute calls as needed.

Schedule appointments with community members.

Arrange events, including scheduling, seeking out venues, assisting with outreach for speaker partnerships, and coordinating with vendors.

Maintain event registration systems and follow up with attendees.

Support in-person events by creating physical materials, as well as attending and assisting with appointment scheduling. This may require occasional evening and Sunday obligations.

Coordinate with partner companies to make the best use of marketing support opportunities.

Ensure accurate maintenance of confidential records.

Perform basic filing, mailing, data entry, records research, and other administrative duties.

Maintain and maximize the usage of a CRM system.

Brainstorm ideas for further expansion of the program, to include outreach and event opportunities, marketing opportunities, and more.

MINIMUM REQUIREMENTS:

High School Diploma or GED

At least 3 years experience as an administrative assistant or in an administrative support role

Working knowledge of Microsoft Office

Must be a highly organized self-starter and be able to operate independently

Must possess excellent verbal, written, and interpersonal communication skills

Demonstrate attention to detail and accuracy

Knowledge of CRM system capabilities and best practices is preferred