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Administrative Assistant

4 months ago


Orem, United States Squire & Company PC- Full time
Job DescriptionJob Description

About Squire:

Are you passionate about driving excellence and embracing innovation? Join our team where your dedication is not only valued but celebrated. Take the opportunity to contribute to a firm that recognizes and rewards your hard work. Apply now and be part of a team that fosters growth and encourages your professional development

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.

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.

About the role:

The Administrative Assistant provides a variety of administrative, project management, sales and other support services to executive management and other assigned staff. This individual will represent the executives when interfacing with external and internal clients, potential clients, and vendors. The Administrative Assistant will also serve as a facilitator to coordinate deadlines, resolving issues directly or through others, to ensure projects are completed in a timely manner in high pressure situations. Work hours will need to be adapted and/or extended to meet project deadlines. We are looking for someone who is adaptable, can anticipate roadblocks, is very reliable, will take initiative, and will execute tasks with a high level of efficiency.

Responsibilities:

  • Meets and exceeds the Service Standards for the department.
  • Through their work, actions, and words they demonstrate and model the firm’s core values.
  • Successfully completes their goals at a high level and on time and actively plays a role in execution of Team Plans for the department.
  • Provides quick and accurate answers to operational questions from advisors and clients.
  • Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM.
  • Monitors pending new accounts and transfers.
  • Handles all communication between custodians and advisors or clients, including researching custodial issues.
  • Facilitate and resolve client service requests.
  • Analyze processes and procedures to identify improvements or efficiencies that can be created.
  • Becomes a student of the business, through job shadowing, educational opportunities, etc.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to weekly Client Service meeting and other committee meetings, as assigned.
  • Review quarterly reports for accuracy and collate the letters.
  • Tracks and completes any special projects or assignment throughout the year, such as advisor notifications, CRM organization, and year-end tasks

Qualifications:

  • Bachelor’s Degree and 2+ years’ work experience in the financial services industry OR 4+ years’ work experience in the financial services industry.
  • Working knowledge of Microsoft Office products especially Excel.
  • Ability to learn new software.
  • Experience with tools used on daily basis – CRM (Redtail) and Custodians.
  • Open-minded and willing to rethink practices and refine processes
  • Ability to be a self-starter and self-manage
  • Strong communication, listening, and relationship management skills
  • Strong organizational skills and follow-through for maximum client satisfaction
  • Highly service oriented
  • Team player and collaborative
  • Strong attention to detail and accuracy
  • Ability to quickly switch priorities when necessary
  • Ability to remain calm under stress
  • Must be willing to comply with SEC rules such as social media monitoring and possible investment transaction reporting.

Job Status: Full-Time Hourly

Work Location: Orem, UT

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.

Average Annual Benefits Contribution (full-time employees)

Family: 23,200.00

Individual: $11,300.00

  • 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
  • Incentive, Discretionary, and Spot Bonus Structure
  • Professional Training
  • Tuition Reimbursement (MAcc)
  • Philanthropic Activities
  • Signature Rewards Program
  • Employee Assistance Programs
  • Women’s Professional Development
  • Fitness Reimbursement
  • Paid Time Off & Comp Time
  • Health & Wellness Programs

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

  • Utah’s Best Company Award – 8 years running
  • 2023 Best Accounting Firm to Work For
  • 100 Companies Championing Women Award
  • Accounting Today’s “Firms to Watch” in 2023
  • Worksite Wellness Award 2020-2024