Job Description
Job Description
Pay : $55,000.00 - $75,000.00 per year
Why This Is a Great Opportunity
- Play a key leadership role in a sophisticated, law-firm-led private wealth organization serving high- and ultra-high-net-worth clients.
- Own HR, office operations, and internal financial controls in a highly professional, client-first environment.
- Work closely with firm leadership and gain exposure to estate planning, tax strategy, insurance, and financial services.
- Join a stable, growing team that values accuracy, discretion, and streamlined processes.
- Enjoy a MondayFriday schedule with a salary range of $55,000 to $75,000, depending on experience.
Location
On-site role based in Salt Lake City, Utah, in a professional office environment that collaborates closely in person.Note
You must bring solid HR experience (generalist or similar) plus hands-on experience handling internal finance functions such as invoicing, accounts receivable, and payroll.About Our Client Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients with estate planning, tax strategy, insurance, and financial services. The team is known for exceptional client care, meticulous attention to detail, and a highly coordinated approach across legal, tax, and financial disciplines. They operate in a regulated environment where accuracy, confidentiality, and professionalism are essential.
Job Description
Serve as the go-to Office Manager overseeing the day-to-day operations of a busy private wealth and law firm office.Handle core HR functions, including coordinating recruiting and interviewing, assisting with hiring decisions, onboarding new employees, and maintaining up-to-date employee files and personnel records.Administer PTO, benefits, and HR-related documentation, ensuring compliance with internal policies and applicable regulations.Act as an internal Controller for the organization by managing accounts receivable, preparing and sending invoices, tracking payments, and following up on outstanding balances.Process payroll and assist with basic bookkeeping tasks, including cutting checks and monitoring internal cash flows and expenses.Partner with leadership and external professionals to support budgeting, expense controls, and simple financial reporting as needed.Manage office supplies, vendor relationships, and general office maintenance, ensuring a neat, professional, and well-equipped workplace.Coordinate firm events and party planning, including internal celebrations, team-building activities, and client-facing events as needed.Support technology-related initiatives such as new software rollouts, digital document management, and process improvements.Assist with simple project management tasks, helping track deadlines, action items, and cross-functional tasks to keep the office running smoothly.Qualifications
5+ years of combined experience in HR, office management, and internal finance or bookkeeping roles.Strong HR background, ideally as an HR generalist, office manager with HR responsibilities, or similar experience in a professional services or law firm environment.Working knowledge of basic accounting principles and experience handling invoicing, accounts receivable, payroll, and cutting checks.Comfortable learning and using technology tools, including office software, HR or payroll systems, and document management platforms.Highly organized, detail-oriented, and able to manage multiple responsibilities without extensive training or supervision.Excellent interpersonal and communication skills with a professional, discreet, and client-focused demeanor.Why Youll Love Working Here
You will be trusted as a key operations leader in a sophisticated, high-touch private wealth and legal environment.You will collaborate daily with experienced attorneys and financial professionals while building deep knowledge of estate planning and tax strategy.You will work with a team that values professionalism, integrity, and a supportive culture, and appreciates people who take ownership and improve systems.JPC-520
Job Type : Full-time
Benefits :
Dental insuranceLife insurancePaid time offRetirement planVision insurance