Job Purposes

As an administrative assistant you will be a key part of project management. Working heavily in our CRM Software, coordinating schedules, and producing reports on a regular basis. You will help craft a premium experience for clients at Davies Allen. You will manage the front office at our Salt Lake office. 

What will you do?

• Set the tone and be the face of the Salt Lake office
• Assist in scheduling with clients and coordinating with internal team members
• Maintain a CRM Database
• Produce and design reports to improve productivity and efficiency within the team
• Communicate daily with clients and team members
• Answer and route phone calls
• Regularly update and create records across several softwares
• Work with the other Administrative team members to assist as needed

What will you use to do it?

• Excellent Communication Skills
• Passion for Organization and Optimization
• Have or compliment well with a ENTJ personality type (A Commander (ENTJ) is someone with the Extraverted, Intuitive, Thinking, and Judging personality traits. They are decisive people who love momentum and accomplishment. They gather information to construct their creative visions but rarely hesitate for long before acting on them.) (https://www.16personalities.com/free-personality-test)
• Confidence in CRM Software
• Project Management Expertise
• Teachable and Assertive
• A Service Oriented Mindset
• Dirt under the fingernails— A strong respect and appreciation for hard work.
• Willingness to learn and interact with new software
• Email Mastery
• A massive plus is prior experience with: Insightly, Salesforce, Quickbooks, Lacerte, working in remote desktops, or any prior accounting firm work.

You Will Thrive By:

• Bringing the Diet Coke— Going the extra mile to make clients and team members feel valued
• Making Monday Magic— Doing anything you need to help the team deliver and improve the workplace regardless of title or typical responsibilities
• Noogling it— Constantly helping others and yourself develop and refine expertise and skills
• 24/6— Responding to emails and communication from clients and team members within 24 hours
• Passing Dimes— Sharing work and helping others with work
• Being Awesome— If you find yourself overwhelmed or too much on your plate at some point, recognize you are awesome, communicate that you need help, and are overburdened
• Time is of the Essence— Get work done timely. Make it happen.