Workplace Experience Specialist

AssetMark•Phoenix, AZ

1d•Onsite

About The Position

The Workplace Experience Specialist supports the daily operations and employee experience of the Phoenix office. This role focuses on delivering a welcoming, engaging, and efficient workplace by coordinating office logistics, administrative support, supporting site-based programs, and ensuring smooth onboarding for new hires. The Specialist partners closely with the onsite Workplace Experience Manager, local leaders, and Phoenix-based employees to bring AssetMark’s culture to life. Candidates for this position must be able to accommodate an in-office work schedule and be close to our Phoenix, AZ location. AssetMark is a company shaping the future of financial services, driven by growth, technology, insight, and collaboration. The mission is to help 10,500+ financial advisors make a meaningful difference in their clients’ lives by combining powerful technology, holistic support, and expert consulting. The company's platform empowers advisors to deliver exceptional service with a comprehensive suite of investment solutions and a trust company boasting over $150B AUM. AssetMark values Heart, Client Success, Integrity, Respect, and Excellence, which define its culture of doing what’s right, embracing diverse ideas, and innovating together. AssetMark is a fast-growing financial technology company committed to building a diverse and inclusive workplace, offering competitive salaries, full benefits, and excellent opportunities for growth.

Requirements

At least 2 years working in an office environment
Proficiency in Microsoft Office Suite with an emphasis on Outlook and Excel
Excellent verbal and written communication skills
Ability to work independently and re-prioritize when necessary
Knowledge of how to set up office systems and procedures
Time management skills
Multi-tasking skills

Responsibilities

Manage front-desk reception area as a warm, welcome and securely controlled environment, including receiving and directing clients and visitors
Oversee incoming/outgoing mail, shipping, and package distribution within a secure, regulated environment
Administrative duties; including calendaring & scheduling, and other administrative support
Order essential office supplies, including sit/stands, ergonomic keyboards, and other items
Maintain copiers by replenishing paper, replacing toner, and disposing of toner waste as needed
Manage the procurement of breakroom essentials for all four floors, including coffee, tea, creamers, cups, plates, utensils, and other necessary items to support employee needs
Order and track building-related supplies, including air filter refills and sanitizer refills to maintain a clean and healthy work environment
Maintain oversight of conference rooms, conference room scheduling, break rooms and common areas
Maintain control over sign-in and temporary badge access, answering general phone calls, and managing general office supply function in support of the operation
Coordinate lunch, coffee, and logistics for work meetings as requested
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
Assist in coordination of internal site-specific employee events, including site selection, event coordination, and communications to onsite employees
Maintain control over parking badges, allocate appropriately, and order parking validation stickers as needed
Act as Safety Floor Warden; maintain ownership of office AED devices, checking batteries and ordering replacements
Work with property management representatives, including forwarding important building notices/communications via email to staff, and creating tickets for various Service requests for the office
Other duties as assigned