AssetMark · 23 minutes ago
Executive Assistant
Charlotte, NC
Full-time
Hybrid
Mid Level
$77K/yr - $85K/yr
3+ years expAssetMark is shaping the future of financial services and is seeking a polished Executive Assistant to support the National Sales and Consulting Team. The role involves managing travel arrangements, organizing company events, and providing administrative support to the sales leadership team.
AdviceConsultingFinancial Services
No H1B
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
Qualification
Required
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
Preferred
Experience working in the financial services industry a plus
Benefits
Flex Time or Paid Time Off and 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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase