Assistant To The Project Manager Jobs in Bountiful, UT

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 forimportant meetings, coordinate communication across the leadership team, and ensure strategic initiatives continue moving forward.

The right person for this roleisdetailoriented, efficient,organized, proactive, andreliable. 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 commitmentsdon’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 efficiently.

Strategic Project Support

• Support strategic initiatives by organizing information, coordinating contributors, tracking milestones,monitoringprogress, andidentifyingissues that need attention.
• Turn conversations into execution by documenting decisions,maintainingtimelines, and ensuring important initiatives continue moving forward.

Communication & Organization

• Draft and edit correspondence, presentations, reports, meeting materials, and other executive communications with professionalism and discretion.
• Maintain organized records, confidential information, and documentation while continuously improving systems that support communication, organization, and execution.
• You enjoy creatingstructurewhere others see complexity.
• You naturally think ahead,anticipateneeds, and follow through without being asked.
• You are highly organized but also practical. You know how to manage multiple priorities without losing sight of what matters most.
• People trust your judgment becauseyou’redependable, professional, and discreet. You communicate clearly, build strong relationships, and take ownership of your work.
• Most importantly, you find genuine satisfaction in making other people more successful.

We’relooking for someone whose natural operating style fits this role as much as their experience.

The ideal candidate will bring:

• Five or more years supporting a senior executive, business owner, or leadership team.
• Exceptional organizational, planning, and project coordination skills.
• Outstanding written and verbal communication abilities.
• Strong judgment and professionalism when handling confidential information.
• Demonstratedsuperior attention to detail, time management, and ability to multitask.
• A proactive approach toidentifyingneeds, solving problems, and improving processes.
• Strongproficiencywith Microsoft Office, Outlook, Teams, and modern business productivity tools.
• Experience in financial services or another professional services environmentsupporting Senior Management or C-suite is preferred but notrequired.

Why This Role Matters

Great Executive Assistantsdon’tsimply manage calendars. They create leverage for the leaders they support.

They help organizations communicate more effectively, execute more consistently, andoperatewith greater clarity. They free leaders to focus on strategy, people, clients, and growth by ensuring everything around them is organized, coordinated, and moving forward.

Ifyou’relooking for a role where your work will have a meaningful impact on the effectiveness of a leadership team and the future of a respected advisory firm,we’dlove to hear from you.

EEO Policy Statement: Albion Financial Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.