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Squire · 7 hours ago

Senior Administrative Assistant

Orem, UT, US

Full-time

Onsite

Mid, Senior Level

1+ years exp

Squire is a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services. The Senior Administrative Assistant will provide executive support to professionals focused on business development and client development, requiring strong organizational skills and the ability to manage multiple projects in a fast-paced environment.

Consulting

Growth Opportunities

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 off-site errands such as lunch pickups, mail deliveries, supply runs, or trips to the local post office; reliable personal vehicle required

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

Qualification

Microsoft OfficeExcelOrganizational skillsProject managementCommunication skills

Required

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

Must have reliable transportation, a valid driver's license, and the ability to use a personal vehicle for occasional firm-related errands

Preferred

Associate degree preferred; equivalent on-the-job experience will be considered

Benefits

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

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

Company

Squire

For over 50 years, Squire has provided financial excellence for clients in Professional Services, Construction, Direct Selling, Government, Technology, Life-Sciences and more.

Founded in 1973

Salt Lake City, Utah, USA

201-500 employees