Executive Assistant

AssetMark Financial Holdings • Charlotte, NC

39d • $75,000 - $85,000 • Hybrid

About The Position

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.

Requirements

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

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level