Administrative Assistant Operations and Service

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.

Position Summary

Provide full administrative support to the Manager, Operations & Service Administrative Support with additional support to the Operations and Service Leaders and Teams.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities:

• Calendar management/scheduling of internal conference rooms, teams, external clients; coordinate meetings via on-site, video conferencing administrative duties; assist with oversight of conference rooms
• Create or edit documents using Microsoft Office applications
• Printing, folding and mailing sizable projects
• File, photocopy, type, sort mail and mail documents with precision and efficiency. Assist with incoming/outgoing mail, shipping, and package distribution within a secure, regulated environment
• Provide logistic support for meetings/event (e.g. lunch ordering, stocking mini fridges, setting up drink stations, or setting up videoconferencing room features, etc.) as requested
• Organize special projects, travel arrangements and process related expense reporting.
• Assist with internal site-specific employee events, including site selection, event coordination, and communications to onsite employees
• Enter statements of work, purchase orders, accounts payable submissions/research and credit card payments/reconciliation with departmental needs
• Professionally handle highly confidential material and information
• Be a proactive and visible role model to all staff. Escalate concerns as needed to ensure timely response.
• Consistently display energy, enthusiasm, optimism, and positive attitude in support of a mission-driven operations and service organization
• Deliver support consistent with the AssetMark Values and Culture delivered in a way that furthers the success and engagement of our teams and associates
• Serve as back up for Manager, Administrative Support
• Serve as back up for the front-desk reception as needed (may require Monday and Friday coverage)
• Other duties as assigned

Qualifications:

• 2-5 years working as an administrative assistant
• Demonstrate expertise in Microsoft Office to include Outlook (advanced skill required), PowerPoint, MS Word, Excel.
• 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 by manager
• Demonstrate extreme accuracy and attention to detail
• Ability to maintain, at all times, the highest level of confidentiality
• 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
• Demonstrate ability to exercise mature judgment and creativity
• Highly dependable with ability and willingness to work overtime as required
• Ability to demonstrate flexibility and patience
• Ability to adapt to and initiate change

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

Compensation: The Base Salary range for this position is between $50,000-$58,000.  

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. 

#LI-hybrid 

#LI-TE 1 

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.