Executive Assistant

AssetMark Financial Holdings•Charlotte, NC

7d•$77,000 - $85,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Experience working in the financial services industry a plus

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