Executive Administrative Associate

Crewe Advisors•Salt Lake City, UT

29d

About The Position

Crewe Advisors is looking for a proactive, organized, and detail-oriented Executive Administrative Associate to join our Salt Lake City office. In this role, you will be an essential part of ensuring a high-quality experience for both employees and clients of the firm. You will provide executive-level support, assist with operational tasks, and contribute to client service excellence.

Requirements

Bachelor's Degree preferred
Experience in corporate operations or administrative support role preferred
Project / process management skillset
Proactive time management skills
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Ability to thrive in a collaborative team environment
Proficiency in Microsoft Suite (Outlook, Excel, Powerpoint, Word, etc.) & Adobe
Experience with CRM software and data management

Responsibilities

Manage complex calendars for the President and Director of Finance/Operations, including scheduling meetings, resolving conflicts, and prioritizing commitments
Coordinate logistics for internal and external meetings: prepare agendas, take minutes, and track follow-up actions
Arrange travel, including flights, accommodations, and ground transportation
Process expense reports, invoices, and vendor payments in compliance with company policies
Answer and direct all communication made to the main phone line and email boxes
Collect and distribute mail for the firm
Manage office supplies and snacks for all firm locations
Reception support as needed, including greeting visitors and setting up/cleaning up conference space for meetings
Provide backup support in Client Servicing function for Client Services Associates
Provide white-glove customer service to clients on accounts and other various needs.
Utilize CRM for task/project management and team support
Various projects and tasks as needed to support teams in providing an excellent client & employee experience
Uphold confidentiality and professionalism in all interactions