Executive Assistant - Enterprise Wealth Management

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 one of the “Best Banks to Work For” and 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 Executive Assistant for Zions Bancorporation’s Wealth Management Division. The Executive 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.

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.

Requirements:

• 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.

This is an exciting opportunity for a dedicated and resourceful individual to contribute to the success of the Wealth Management Division and Zions Bancorporation.  If you possess the required skills and are eager to support a dynamic team, we encourage you to apply for this position. 

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE! 
• Life and Disability Insurance, Paid Paternal 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 
• 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 
• Employee Ambassador preferred banking products 

Location:

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City’s central business district, providing hundreds of team members with an exceptional work environment and features such as:

• Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
• An employee-only fitness center and bike storage;
• An employee lounge, kitchen, micro market, game tables, couches and TVs;
• Private mothers’ rooms and lockers; and
• Access to downtown shopping, dining, arts and entertainment.