Job Description:

Are you a polished Executive Assistant who possesses a lot of energy, enthusiasm and a positive attitude? If you are an administrative support professional who is looking to make a change, expand upon your responsibilities and have a measurable impact on the growth of an established and developing financial services company, this is the perfect opportunity.  Play an integral role as you leverage your high degree of confidentiality, integrity, and professionalism while serving as Executive Assistant to the National Sales and Consulting Team at AssetMark.  We look for you to bring initiative, resourcefulness and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized with a company that is dedicated to the personal and professional development of its valued employees. Join our team and showcase your talent for delivering reliable VIP service to the Sales Leadership team!

This position reports directly to the EVP, Chief Client Officer (“CCO”) and supports the entire sales leadership team.  Serve as an internal resource to provide information and handle special projects, meeting and event facilitation, client communications, internal sales field communications and coordinate travel. Ideal candidate will possess all of the qualifications required of the job, is dependable and motivated, is highly organized, is able to meet deadlines and is a quick learner.

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Responsibilities:

• Assist the CCO and Sales Leadership Team with extensive travel arrangements, heavy calendar schedule of meetings, organization of workflow and other organizational tasks including related expense reporting

• Organize company events, client visits, regional conferences, and other client activities

• Work closely with members of the Sales Leadership Team, including managing the weekly sales call agenda, sales leadership meetings, and coordinating agenda/logistics for all sales leadership functions

• Support facilities-related matters, working closely with management on the day-to-day needs of the office

• Submit purchase order requests and manage accounts payable submissions

• Create and edit documents, spreadsheets and presentations using Microsoft Office applications

• Other duties that may be assigned to support the leadership team

• Consistent display of energy, enthusiasm, optimism and positive attitude

• Various administrative tasks

Qualifications:

• At least 3-5 years Executive Assistant/support experience

• 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

• Accuracy and attention to detail

• 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

• Consistent display of energy, enthusiasm, optimism and positive attitude

• Experience working in the financial services industry a plus

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.