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Administrative Assistant Wealth Management

Administrative Assistant Wealth Management

Zions BancorporationSalt Lake, Utah, USA
3 days ago
Job type
  • Full-time
Job description

Zions Bancorporation is one of the nations 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 Bancorporations 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.

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 :

  • 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.
  • This is an exciting opportunity for a dedicated and resourceful individual to contribute to the success of the Wealth Management Division and Zions 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 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 $5250 per calendar year employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products
  • Key Skills

    Generator,Accomodation,Football,Advertising,Architectural Design

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Administrative Assistant • Salt Lake, Utah, USA

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