Administrative Assistant
6 days ago
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
About the role:
This is a temporary Administrative Assistant position, from January 2025-April 2025. This person will provide 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 on tasks with a high level of efficiency.
Responsibilities:
- 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.
- Associate degree preferred or on the job experience equivalent is acceptable. Must have a minimum of 1 year 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
Work Location: Salt Lake City
Work Arrangements: In-Office
Squire Perks:
- Squire Culture
- Discretionary and Spot Bonus Structure
- Philanthropic Activities
- Women's Professional Development
- Health & Wellness Programs
- 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
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