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
Requirements
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:
Our Mission
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 As
Benefits
Equity / stock options
Additional Information
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.
Assetmark · Phoenix, AZ