Job Description
Job Description:
Position Summary
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.
We can consider candidates for this position who are able to accommodate an in-office work schedule and are close to our Phoenix, AZ location.
Job 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
• Ordering and Supply Management:
• Office Supplies: Order essential office supplies, including sit/stands, ergonomic keyboards, and other items. I also maintain copiers by replenishing paper, replacing toner, and disposing of toner waste as needed.
• Breakroom Supplies: 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.
• Building Supplies: 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
• Event Planning:
• 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
QUALIFICATIONS:
• 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
.
PHYSICAL / MENTAL REQUIREMENTS:
• The ability to stoop, bend, squat, kneel, reach, push or pull repeatedly throughout the work day
• Must be able to lift 50lbs
• Must be able to push and pull 60lbs
• The ability to handle paperwork, open drawers, or operate the telephone, requiring manual dexterity, and the use of the hand and fingers to accomplish tasks
Compensation: The Base Salary range for this position is between $55,000-$62,000. 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.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
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 AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
• 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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Position Summary
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.
We can consider candidates for this position who are able to accommodate an in-office work schedule and are close to our Phoenix, AZ location.
Job 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
• Ordering and Supply Management:
• Office Supplies: Order essential office supplies, including sit/stands, ergonomic keyboards, and other items. I also maintain copiers by replenishing paper, replacing toner, and disposing of toner waste as needed.
• Breakroom Supplies: 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.
• Building Supplies: 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
• Event Planning:
• 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
QUALIFICATIONS:
• 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
.
PHYSICAL / MENTAL REQUIREMENTS:
• The ability to stoop, bend, squat, kneel, reach, push or pull repeatedly throughout the work day
• Must be able to lift 50lbs
• Must be able to push and pull 60lbs
• The ability to handle paperwork, open drawers, or operate the telephone, requiring manual dexterity, and the use of the hand and fingers to accomplish tasks
Compensation: The Base Salary range for this position is between $55,000-$62,000. 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.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
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 AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
• 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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
💡 Quick Summary
Seeking a career-building opportunity? The Workplace Experience Specialist position is now open for candidates interested in the Admin Executive sector. This role in Phoenix offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
