Join Our Team

Executive Assistant to the President

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Who we are:

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 Opportunity:

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 to become 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 role is detail oriented, efficient, organized, proactive, and reliable. You naturally create order from complexity, think several steps ahead, and take pride in helping others.

What success looks like:

Success in this role isn’t measured by how many meetings you schedule or emails you send. It’s measured 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’t fall through the cracks because someone is tracking next steps, 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 to anticipate needs 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 is maintaining visibility, accountability, and momentum.
• The leadership team operates with greater clarity, organization, and confidence.

Responsibilities will include, but are not limited to:

Executive Partnership 

• Maintain visibility into the President’s priorities, commitments, calendar, meetings, and strategic initiatives so you can anticipate needs, 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 helping maintain accountability 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, monitoring progress, and identifying issues that need attention. 
• Turn conversations into execution by documenting decisions, maintaining timelines, 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.

Key qualifications:

• You enjoy creating structure where others see complexity. 
• You naturally think ahead, anticipate needs, 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 because you’re dependable, 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.

Credentials and work experience:

We’re looking 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.  
• Demonstrated superior attention to detail, time management, and ability to multitask.  
• A proactive approach to identifying needs, solving problems, and improving processes.  
• Strong proficiency with Microsoft Office, Outlook, Teams, and modern business productivity tools.  
• Experience in financial services or another professional services environment supporting Senior Management or C-suite is preferred but not required. 

Additional information:

Why This Role Matters 

Great Executive Assistants don’t simply manage calendars. They create leverage for the leaders they support. 

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

If you’re looking 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’d love 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.