Executive Assistant

Job Description:

The Job/What You'll Do:

Are you an energetic, self-starter 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?  Play an integral role as you leverage your high degree of confidentiality, integrity, and professionalism while serving as Executive Assistant to the Chief Information Officer. We look for you to bring initiative, resourcefulness,s 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 in this career opportunity 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.

You will serve as an internal resource to provide information and handle special projects, meeting and event facilitation, and coordinate travel. The ideal candidate will possess all the qualifications required for the job, is dependable and motivated, is highly organized, and is able to meet deadlines and learn quickly.

As the Executive Assistant, working from our Concord, CA office, your primary mission will be to provide best-in-class executive support which involves a wide variety of duties that are critical to ensuring smooth and seamless business processes. 

Responsibilities:

• The person in this position will be responsible for various executive administration tasks, including but not limited to the following:
  • Calendar management, scheduling of meetings, coordinating meetings on-site and via video and teleconferencing
  • Maintaining a meticulously updated daily schedule and informing leaders of all upcoming commitments and appointments
  • Organize special projects, travel arrangements, team-level events, and process-related expense reporting
  • Create or edit documents using Microsoft Office applications
  • Escalate issues as needed to ensure timely response
  • Manage purchase requisitions, accounts payable submissions, and credit card payments/reconciliations
• Work closely with members of the Executive Leadership Team and support staff to ensure coordination across teams
• Responsible for supporting some facilities-related matters, working closely with management on the day-to-day needs of the office, including back-up of the front desk as needed to cover for absences
• Demonstrated ability to design and create high-level PowerPoint presentations 
• Consistent display of collaboration, effective communication, positive energy, and mutual respect

Knowledge, Skills, and Abilities:

• Keen attention to detail
• Expertise with Microsoft Office, with particular emphasis on Outlook and PowerPoint
• Ability to communicate clearly and effectively 
• Manage and prioritize competing priorities while completing tasks in a timely manner
• Professional in every aspect including the ability to exercise discretion when dealing with confidential information and data
• Capable of functioning as the liaison between Executive Leaders, managers, and other associates
• Positive and professional attitude that fosters a welcoming team environment
• Motivated self-starter with strong organizational skills and a proactive approach to challenges
• Ability to work independently under pressure and time constraints

Education & Experience:

• Bachelor’s degree or equivalent experience
• 2-5 years of experience in a similar role
• Experience in project coordination is a plus

Compensation: The base compensation range for this position is between $38.00 - $43.00 per hour.

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.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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.

Salary : $38 - $43