Role OverviewAs a member of the Tax Team, the Admin Specialist performs clerical and administrative duties, unique to an assigned area, as well as special activities. This role supports the Tax Team as a whole and may focus more in one particular area, such as financial planning, wealth transfer, and/or tax and business services.
What You Will Do
The Admin Specialist will focus on tasks such as answering phone calls and email messages, communicating with Advisory and clients, carrying out administrative duties, scheduling meetings, preparing communications, creating and maintaining filing systems, providing information, and assisting with team mailings and client Portal issues.
Why It Might Be a Fit
This role requires a collaborative and client-centric approach, with a focus on growth, autonomy, and impact. The successful candidate will have 1-3 years of experience in an administrative support role, preferably in a financial services firm, accounting firm, or a related industry.
Requirements
- High School Diploma or its equivalent, some college preferred
- 1-3 years work experience in an administrative support role preferably in a financial services firm, accounting firm, or a related industry
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition program
- Generous paid time off, plus at least 10 paid holidays
- Annual "Savantiversary" day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible "Dress for Your Day" approach
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