Administrative Assistant Senior - Advisory

Job Description

Job Description

About Squire :

Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years.

With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values : Personal Connection, Proactive Ownership, and Thoughtful Innovation.

These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation.

Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded.

At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs.

Apply now and be part of a team that fosters growth and encourages your professional development!

Responsibilities :

Answer phone calls; handle questions and complaints; set up and confirm appointments and meetings. Oversee the needs of any visitor to the Practice Area.

Deal with complex queries on the telephone, by email and in person.

• Completing internal projects as assigned by following up with responsible parties, meeting deadlines and providing support to employees.
• Screen incoming correspondence, responding when appropriate or referring inquiries to employees.
• Assist billers in billing processes and prepare invoices and statements, if necessary. Create reports through our software program, as needed.
• Prepare agendas and take meeting minutes in industry groups and other meetings as necessary. Identify action items and ensure follow-up.
• Execute setup and take down of meetings which may include ordering & picking up meals, audio / visual equipment connections, etc.
• Assist with the execution of firm events and functions including but not limited to supply pickup.
• Assist in coordinating travel arrangements for conferences, meetings and events.
• Work with MS Word, Excel, PowerPoint and other relevant software, effectively navigate and research on the internet, and use technical equipment appropriately.
• Format and edit letters, reports, and all other correspondence from draft stage to client-ready work.
• Maintain clean and orderly desk and department clerical area and assigned building areas (i.e. break rooms, conference rooms, etc.

Stock paper supplies and printer ink as needed.

• Assist other departments with needs possibly including assembling and sending tax returns, check on e-file forms, filing, preparing mailings,1099’s etc.
• Run errands, lunch pick up, mail runs to local post office, etc.
• Backup for front desk coverage
• Work with marketing department on assigned industry group initiatives.
• Coordinating work with other administrative assistants & departments
• Possible mentor opportunities for other administrative assistants within the practice

area.

• Participate in firm trainings as requested and / or needed.
• May be asked to train new employees within the Practice Area.
• Begin to learn other practice area functions and personnel.
• May assist with facilitating departmental trainings for new employees and continuing

education of the admin team.

Assistance with the offshore team.

Qualifications :

• Associates degree preferred or on the job experience equivalent is acceptable. Must have a minimum of 2 years of Administrative Assistant experience.
• Proficiency with MS Word, Excel, PowerPoint, and other relevant software. Proficiency in Excel is a must.
• Excellent interpersonal, communication and client service skills, both written and oral.
• Punctuality and understanding the coverage needs of the Firm is essential.
• Ability to manage projects independently.
• Knowledge of office practices, procedures, software and equipment.
• Ability to perform a variety of administrative skills requiring the exercise of independent judgment and problem-solving.
• Ability to multi-task and manage pressures of numerous deadlines, learn quickly as well as independently and problem solve
• Be detail oriented, efficient, and complete work in a timely manner.
• Must be willing to ask questions and accept help from those around you to ensure processes are accurate and complete.
• Ability to embrace and adapt to changing needs and challenges within your Practice Area as well as the Firm in general

Job Status : Full-Time / Hourly

Work Location : Orem / Salt Lake City

Work Arrangements : In-Office

Squire Benefits Package

Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families.

Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.

• Medical / Dental / Vision Plans
• Robust Health Savings Account Match
• Flexible Spending Account
• 401(k) Match
• Employer Paid Short-Term & Longer-Term Disability
• Employer Paid Group Life Insurance Policy
• Accident Insurance Plans
• Employee Assistance Mental Health Services
• Pet Insurance Plans
• Identify Theft Protection Plans

Squire Perks :

• Squire Culture
• Discretionary and Spot Bonus Structure
• Professional Training
• Tuition Reimbursement (For required Masters positions)
• Philanthropic Activities
• Signature Rewards Program
• Employee Assistance Programs
• Women’s Professional Development
• Fitness Reimbursement
• Accrued Paid Time Off
• Health & Wellness Programs

Squire's dedication to excellence and quality work has garnered numerous accolades, including :

• Utah’s Best Company Award 8 years running
• 2024 Best Accounting Firm to Work For
• 100 Companies Championing Women Award
• Accounting Today’s Firms to Watch in 2024
• Worksite Wellness Award 2020-2024
14 days ago