Executive Assistant

The Church of Jesus Christ of Latter-day Saints•Salt Lake, UT

12d•Onsite

About The Position

The purpose of this role is to provide senior level administrative support to the managing director and the directors of the trust and operations teams at Deseret Trust Company. The employee in this role must be able to perform a wide variety of advanced and confidential executive assistant tasks, as well as provide primary administrative support for Deseret Trust Company’s board of trustees and related governing committee work. Employees at this level work under minimal supervision and handle complex issues using broad experience, skill and knowledge of the organization policies and practices, initiative, originality, ingenuity, and sound judgment to resolve diverse issues and requests in a proactive way. Only the most complex issues are referred to higher levels. Incumbents will work as part of a dynamic team that administers charitable remainder trusts, gift annuities, donor advised funds, and other charitable giving accounts.

Requirements

Bachelor's Degree and 3+ years related experience, or any combination of equivalent education and related experience totaling at least 7 years
Comprehensive administrative support working knowledge
Broad knowledge of the organization's structure, functions, and key personnel
Working knowledge of Church doctrine, policies, and procedures
Ability to communicate professionally at an advanced level in writing and verbally.
Ability to utilize Microsoft Office and other software at an advanced level to schedule appointments, create and perform analysis on spreadsheets, prepare presentations, take notes and minutes, and create and update word documents.
Ability to provide advanced research, analytical, and data summation support with an excellent level of attention to detail.
Ability to take standard processes and procedures and adapt to address complex problems and find less obvious solutions.
Ability to interact and work with others at an advanced level and in a productive and professional way.
Ability to work with sensitive and highly confidential information.
Ability to operate and maintain standard office equipment.

Nice To Haves

Current Notary Public or willingness to obtain certification
Previous experience supporting executive level leaders, including board support.
Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required.
Familiarity with or willingness to use artificial intelligence (AI) applications.
Willingness to become a notary public.

Responsibilities

Coordinates programs, projects, and/or processes specific to the assigned operating unit or leaders being supported following up on project details and activities and ensuring that deadlines are met.
May assist in budget preparation and control activities including monitoring project or department budgets and keeping management appraised of budgetary status.
Compiles and evaluates complex data/information from multiple sources and prepares correspondence, documents, and reports (including creating charts and graphs). May also perform research and make recommendations to leadership.
Serves as an administrative liaison between senior management and other key leaders both internally and externally regarding department activities.
Provides support within an environment of strict confidentiality.
Answers and screens complex and routine telephone and email requests.
Prepares correspondence, memoranda, reports, etc.
Prepares and distributes meeting minutes.
Maintains and updates calendars, schedules and coordinates in-person and virtual meetings, manages meeting logistics, makes travel arrangements.
Provides accurate, prompt and proactive administrative support for the needs of the Deseret Trust Company Board of Trustees and related committees.
Provides backup administrative support to the Trust team.