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 Monday–Friday 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 You’ll 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.

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