What are the responsibilities and job description for the Workplace Experience Specialist position at AssetMark?
Job Description:
The Workplace Experience Specialist supports the daily operations and employee experience of the Atlanta 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 Workplace Experience Managers, local leaders, and Atlanta-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 Atlanta, GA office.
Key Responsibilities:
Front Desk & Office Operations
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:
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.
The Workplace Experience Specialist supports the daily operations and employee experience of the Atlanta 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 Workplace Experience Managers, local leaders, and Atlanta-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 Atlanta, GA office.
Key Responsibilities:
Front Desk & Office Operations
- Ensure the reception area is welcoming and professionally managed for visitors and associates
- Oversee incoming/outgoing mail, shipping, and package distribution
- Maintain conference rooms, scheduling oversight, and readiness for meetings
- Assist with planning office seating logistics to accommodate hiring and growth
- Track seating assignments and maintain accurate records of space usage
- Manage office supply inventory, breakroom stocking, and parking badge allocation/validation
- Provide safety support for the Atlanta office, including maintaining AED devices and assisting with emergency procedures
- Assist with planning and executing office celebrations, recognition activities, and employee engagement events
- Serve as a resource for employees with workplace-related questions and requests
- Assist with planning and execution of local team-building events and offsites
- Coordinate catering, refreshments, and room setup for internal meetings as needed
- Support local volunteer and community engagement initiatives in partnership with the Workplace Experience team
- Partner with local IT leadership team to assist with managing travel, lodging, and logistics.
- Submit purchase order requests and manage accounts payable submissions
- At least 2-5 years working in an office support, administrative assistant, or customer-facing role
- Proficiency in Microsoft Office Suite, especially Outlook and Excel
- Strong organizational, communication, and multitasking skills
- Ability to work independently, adapt priorities, and provide a high level of customer service
- Physical ability to support office operations (lifting up to 50 lbs, setting up meeting spaces, etc.)
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:
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
Salary : $55,000 - $65,000
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