Administrative Assistant Operations and Service

Job Summary AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. Position Summary: Provide full administrative support to the Manager, Operations & Service Administrative Support with additional support to the Operations and Service Leaders and Teams. Candidates must be able to accommodate a hybrid work schedule and live near our Phoenix, AZ office. Responsibilities Calendar management and scheduling of internal conference rooms, teams, and external clients, including on‑site and video conferencing. Assist with oversight of conference rooms and creation or editing of documents using Microsoft Office applications. Print, fold, and mail sizable projects; file, photocopy, type, sort mail and mail documents with precision and efficiency. Manage incoming/outgoing mail, shipping, and package distribution within a secure, regulated environment. Provide logistic support for meetings and events (e.g., lunch ordering, stocking mini‑fridges, setting up drink stations, videoconferencing room features). Organize special projects, travel arrangements, and 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. Handle highly confidential material and information professionally. Act as a proactive and visible role model to all staff, escalating concerns as needed. Maintain a positive, enthusiastic attitude in support of a mission‑driven operations and service organization. Deliver support consistent with AssetMark values and culture to further team success and engagement. Serve as backup for Manager, Administrative Support and front‑desk reception (may require Monday and Friday coverage). Perform other duties as assigned. Qualifications 2–5 years of experience as an administrative assistant. Advanced proficiency in Microsoft Office, including Outlook, PowerPoint, Word, and Excel. Ability to work independently with minimal direction and to take ownership of tasks. Effective management of multiple competing priorities and performance of additional duties as assigned. Extreme accuracy, attention to detail, and maintenance of the highest level of confidentiality. Diplomatic and professional communication with people and situations. Clear, effective oral and written communication, and teamwork skills. Use of mature judgment and creativity. Dependability and willingness to work overtime as required. Flexibility, patience, and the ability to adapt to and initiate change. Benefits and Compensation Base Salary: $50,000 – $58,000 / year. Eligibility for additional variable incentive compensation. 401(k) – 6% employer match. Medical, dental, vision – HDHP or PPO. Health Savings Account (HSA) – employer contribution (HDHP only). Flexible time off, paid time off, and sick leave. Volunteer time off. Career development and recognition programs. Hybrid work schedule. Other benefits as listed in the employee benefits package. Equal Opportunity Statement AssetMark is an Equal Opportunity Employer and is committed to building a diverse and inclusive workplace where everyone feels valued. #J-18808-Ljbffr AssetMark