Accounting Associate

Job Description:

The Job/What You’ll Do:

AssetMark is a leading wealth management platform dedicated to empowering financial advisors and the investors they serve. As we continue to expand our finance capabilities, we are establishing a new part-time finance role to enhance our operational excellence, strengthen our team capabilities, and support our long-term growth.

We are seeking a college student in the Concord, CA area to work part-time to support our Controllership function. This individual will play an important role in performing accounts receivable and other general accounting activities supporting Controllership.

This part-time, finance role is designed to give you real, hands-on experience from day one, working on meaningful projects that directly impact the business. You’ll gain exposure to innovative work, build professional skills through development opportunities, and be supported by a team that values your growth.

Responsibilities:

• Support internal and external reporting and audit activities

• Assisting the teams with core transactional accounts receivable and accounting tasks

• Supporting the development and/or enhancement of analysis, reports, and dashboards for our internal customers

• Providing administrative and analytical support to the Controllership team

• Supporting the team with ad hoc requests 

• Other duties as assigned

Knowledge, Skills, Abilities:

• Familiar with basic accounting concepts, formulas, and terminology

Education & Experience:

• Currently enrolled in an undergraduate or graduate degree program in Accounting or Finance

Compensation: The compensation for this position is $25/hour.

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.