Administrative Assistant - Wealth Management

Zions Bancorporation • Salt Lake, UT

9d • Onsite

About The Position

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a highly organized and proactive individual to join our team as an Administrative Assistant for Zions Bancorporation’s Wealth Management Division. This position will be in-office at our Downtown Salt Lake City location. The Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other Wealth Management team members simultaneously. This role requires exceptional attention to detail, strong communication skills, and the ability to handle sensitive and confidential information with discretion.

Requirements

• High School diploma or equivalent and 4+ years administrative experience in the finance industry.
• Strong preference for candidates with experience supporting sales teams with functions including investments, banking, and sales & trading businesses.
• Excellent organizational and time management skills, with the ability to multitask, adapt, and prioritize effectively in a fast-paced environment.
• Excellent customer service, relationship, organizational, analytical, and creative problem-solving skills.
• Strong written and verbal communication skills, with exceptional attention to detail and accuracy.
• Proficient in using Microsoft Office Suite (Teams, Word, Excel, PowerPoint, SharePoint, Outlook) and other relevant software applications.
• Discretion and confidentiality in handling sensitive information.
• Ability to understand, interpret, and execute policies and procedures as written.
• Ability to work independently, take initiative, and anticipate needs.
• Good research and problem-solving skills.

Nice To Haves

• Strong preference for candidates with experience supporting sales teams with functions including investments, banking, and sales & trading businesses.

Responsibilities

• Calendar and Schedule Management : Execute accurate calendaring for multiple individuals. Candidate should be comfortable working with 4+ time zones on a regular basis.
• Communication and Correspondence: Draft, proofread, maintain, and edit various documents, including emails, Excel spreadsheets, memos, reports, and PowerPoint presentations. Handle incoming and outgoing phone and e-mail correspondence, ensuring timely responses and appropriate follow-up actions.
• Meeting Coordination: Organize and prepare for client meetings, including gathering documents, preparing presentations, and attending to logistics of meetings.
• Event Management: Corporate event planning, including meetings/meals around industry conferences, division offsites, client site-visits, and other business development needs/events.
• Relationship Management: Build and maintain positive relationships with internal and external stakeholders. Serve as a point of contact for inquiries and requests, redirecting them as appropriate.
• Special Projects: Ad-hoc assignments as requested.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees