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Advisory - Project Coordinator and Administrative Assistant
4 months ago
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 – Project Coordinator provides a variety of administrative, project coordination, 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:
- Assist in coordinating and supporting implementation project team members in their tasks and responsibilities.
- Assist project managers in developing project plans, training plans, test cases, etc.
- Coordinate and schedule project activities and tasks to ensure timely completion of project deliverables.
- Assist in tracking project expenses and budgets.
- Manage and maintain calendars, ensuring effective time management and coordination of activities.
- Facilitate phone calls; handle questions and complaints; set up and confirm appointments and meetings. Oversee the needs of any visitor to the departments. Deal with complex queries on the telephone, by email and in person.
- Assist in managing relationships with Microsoft, Intuit, Oracle, the IRS and other key organizations.
- Assist in billing processes and creating reports through our software program, as needed.
- Prepare client bills and assist with collection efforts, including related correspondence and client calls.
- Assist with the planning and execution of firm events and functions.
- Format and edit letters, reports, and all other correspondence from draft stage to client-ready work; adhere to record retention policies and procedures.
- Work with MS Word, Excel, PowerPoint, CRM and other relevant software, effectively navigate and research on the internet, and use technical equipment appropriately.
- Maintain confidence and protect operations by keeping information confidential.
Qualifications:
- Excellent communication skills, both written and verbal
- Ability to manage multiple projects at a time
- Strong organizational and time management skills
- Knowledge of general office practices, procedures, software and equipment; ability to learn several new computer programs quickly
- Excellent customer service skills and the ability to establish and maintain effective working relationships with employees, clients, and the public
- Associate degree preferred, but some formal education plus on the job experience is acceptable
- Microsoft Office: 1 year (Preferred)
- Administrative experience and/or experience supporting executive leadership: 2 years
Job Status: Full Time - Hourly
Work Location: Salt Lake City, UT; Orem, UT; Remote
Work Arrangement: Salt Lake City/Orem: In-office or Hybrid. Outside Salt Lake City/Orem: Remote
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
