Administrative Assistant - Wealth Management jobs in United States
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Zions Bancorporation · 2 months ago

Administrative Assistant - Wealth Management

positionSalt Lake City, Utah, United States
timeFull-time
remoteOnsite
seniorityMid Level
date4+ years exp

Zions Bancorporation is one of the nation’s premier financial services companies, and they are seeking a highly organized and proactive Administrative Assistant for their Wealth Management Division. The role involves providing comprehensive administrative support to the Wealth Management Leadership and team members, requiring exceptional attention to detail and strong communication skills.

AgricultureBankingFinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Administrative experienceMicrosoft Office SuiteCustomer service skillsOrganizational skillsDiscretionCommunication skillsProblem-solving skillsConfidentialityTime management skills

Required

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

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

Company

Zions Bancorporation

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Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
dateFounded in 1873
location
Salt Lake City, Utah, USA
people-size10001+ employees
web-link
http://zionsbancorporation.com

H1B Sponsorship

Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)

Funding

Current Stage
Public Company
Total Funding
$1.09B
2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M

Leadership Team

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Harris Simmons
Chairman and CEO
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Recent News

MarketScreener
MOVES-Zions Bank CEO Paul Burdiss to retire at year end
2025-12-24
Morningstar.com
Zions Bancorporation Announces Leadership Changes at Zions Bank
2025-12-23
Newsfile
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Zions Bancorporation, N.A. Investors to Inquire About Securities Class Action Investigation - ZION, ZIONP
2025-12-11
Company data provided by crunchbase