Executive Assistant

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

Are you an accomplished Executive Assistant known for your professionalism, initiative, and upbeat approach? We’re seeking a strategic partner who thrives in a dynamic environment and is ready to take on expanded responsibilities that directly influence the success of a growing financial services organization. In this role, your judgment, resourcefulness, and ability to manage critical priorities with poise will be essential. If you’re energized by fast-paced work and eager to grow within a company committed to developing and investing in its people, we’d love to meet you!

The Job/What You’ll Do:

This position reports directly to the Senior Vice President, Corporate Strategy and Business Development. The ideal candidate will serve as an internal resource to provide information and handle special projects including M&A, meeting and event facilitation, client communications, internal sales field communications and routinely coordinate travel among executives. The ideal candidate for this role will be dependable, motivated, highly organized, thrive in a fast-paced organization, and able to shift priorities seamlessly.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC location.

Responsibilities:

• Assist the SVP, Corporate Strategy and Business Development and relevant team members with extensive travel arrangements, heavy calendar schedule of meetings, organization of workflow and other organizational tasks including related expense reporting
• Submit purchase order requests and manage accounts payable submissions
• Create and edit documents, spreadsheets and presentations using Microsoft Office applications
• Provide support as needed with front desk duties and facilities related matters
• Other duties that may be assigned to support the leadership team and/or visiting executives

Qualifications:

• At least 3-5 years Executive Assistant/executive support experience, preferably in a sales or financial services related field
• Bachelor’s degree or equivalent work experience
• Ability to work independently with minimal direction and accept ownership of tasks
• Ability to effectively manage multiple competing priorities and perform all other duties as assigned in a very fast paced environment
• Expertise in Microsoft Office to include: PowerPoint, Outlook, MS Word, and Excel
• Ability to deal with people and situations diplomatically and professionally
• Ability to communicate clearly and effectively both orally and written combined with the ability to work effectively in a team environment
• Ability to exercise discretion, mature judgment and creativity
• Highly dependable, flexible and patient

Compensation: The Base Salary range for this position is between $77,000 and $85,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.