Advisory Administrative Assistant at Squire

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 incoming phone calls; address questions and complaints, schedule and confirm appointments and meetings. Greet and assist visitors and handle complex inquiries via phone, email, or in person.
• Support internal projects by following up with responsible parties, meeting deadlines, and providing administrative assistance as needed.
• Screen incoming correspondence and respond appropriately or route inquiries to the correct employees.
• Provide administrative support to the sales team.
• Assist billing staff with invoicing processes and prepare invoices and statements as needed. Generate reports using internal software.
• Prepare meeting agendas and take minutes for industry group and internal meetings. Track and follow up on action items.
• Set up and take down meeting spaces, including coordinating meals and managing audio/visual equipment.
• Assist with planning and executing firm events, including supply pickups and logistical support.
• Coordinate travel arrangements for conferences, meetings, and events.
• Proficiently use Microsoft Word, Excel, PowerPoint, and other relevant software; conduct internet research and operate office equipment.
• Format and edit letters, reports, and other documents from draft to final, client-ready versions.
• Maintain a clean and organized workspace, including clerical areas, break rooms, and conference rooms. Monitor and restock supplies such as paper and printer ink.
• Support other departments as needed, which may include assembling and mailing tax returns, checking e-file forms, filing, and preparing 1099s.
• Run occasional errands such as lunch pickups, mail deliveries, or trips to the local post office.
• Provide backup coverage for the front desk.
• Collaborate with the marketing department on assigned industry group initiatives.
• Coordinate workflow with other administrative assistants and departments to ensure smooth operations. 

Qualifications: 

• Associate degree preferred; equivalent on-the-job experience will be considered. Minimum of 1 year of administrative assistant experience required.
• Proficiency in Microsoft Office, including Word, PowerPoint, and especially Excel.
• Excellent interpersonal, written, and verbal communication skills, with a strong focus on client service.
• Dependable and punctual, with a clear understanding of the Firm’s coverage needs.
• Proven ability to manage projects independently and follow through on assignments.
• Solid understanding of general office practices, procedures, equipment, and software.
• Strong organizational and administrative skills, with sound judgment and problem-solving abilities.
• Ability to multitask and work effectively under pressure to meet multiple deadlines.
• Highly detail-oriented, efficient, and able to complete tasks in a timely manner.
• Willingness to ask questions, seek guidance, and collaborate to ensure accuracy and completeness of work.
• Flexible and adaptable to changing priorities, responsibilities, and team needs across the Practice Area and the Firm. 

Job Status: Full-Time/Hourly 

Work Location: Orem 

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
• 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