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.
The Job/What You’ll Do:
The ideal candidate will serve as an internal resource to provide information and handle special projects including 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 EVP, Chief Product & Technology Officer 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
Knowledge, Skills, Abilities:
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
Education & Experience:
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
Compensation: The Base Salary range for this position is between $75,000-$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.
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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.
Top Skills
What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
