Executive Assistant to President

Location:

Salt Lake City, Utah (partial hybrid/remote work option available after a one-year initial onsite training period)

Schedule:

Monday through Friday, 8am to 4pm

Albion Financial Group is an investment advisory firm founded 44 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions.

Our team of wealth advisors and financial planners work closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance. Our investment team’s job is to put each client’s individualized financial plan into action through fundamental investment research, portfolio construction, risk monitoring, and careful handling of any special circumstances that might be unique to a particular client.

The President’s job is to lead Albion. Your job is to help create the capacity for her to do that at the highest level.

In this role, you will have the opportunity tobecome a trusted partner who helps organize priorities,prepare for important meetings, coordinate communication across the leadership team, and ensure strategic initiatives continue moving forward.

The right person for this roleisdetailoriented, efficient,organized, proactive, and reliable. You naturally create order from complexity, think several steps ahead, and take pride in helping others.

Success in this roleisn’tmeasured by how many meetings you schedule or emails you send.

It’smeasured by the impact you have on the President and the leadership team.

After six months:

• The President walks into every meeting prepared because agendas, background materials, and key discussion points are already in place.
• Leadership meetings consistently end with clear decisions, ownership, and follow-through.
• Important commitments don’tfall through the cracks because someone is trackingnextsteps, following up, and keeping projects moving.
• Communication across the leadership team is organized,timely, and proactive.
• The President spends significantly more time leading the business and less time managing details.

After the first year:

• The President has a trusted partner who understands her priorities well enough toanticipateneeds before they arise.
• Team members know they can rely on you for coordination, communication, and follow-through.
• Strategic initiatives move forward with greater consistency because someone ismaintainingvisibility, accountability, and momentum.
• The leadership teamoperateswith greater clarity, organization, and confidence.

Executive Partnership

• Maintain visibility into the President’s priorities, commitments, calendar, meetings, and strategic initiatives so you cananticipateneeds, prepare in advance, and ensure nothing important is overlooked.
• Prepare agendas, briefing materials, presentations, and meeting summaries that allow the President to arrive informed and leave with clear action plans.
• Help prioritize competing demands, coordinate schedules, and protect the President’s time so she can remain focused on the work only she can do.

Leadership Coordination

• Serve as the coordination point between the President, leadership team, and key internal stakeholders.
• Ensure decisions become action by tracking commitments, following up on next steps, and helpingmaintainaccountability across the organization.
• Build trusted working relationships throughout the firm that improve communication and help work move forward…