Executive Assistant- Wealth Platforms

Charles Schwab • Austin, TX • 4h ago

Your opportunity

At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As the Executive Assistant for the Charles Schwab Digital Retail department, you will provide administrative support to the Managing Director, Advisor Wealth Platforms, and additional managing directors in this organization.

Your primary responsibilities could include, but are not limited to:

Managing complex calendar time management to balance business needs for senior leaders

Optimization of regular and ad hoc meetings including conference room and logistical arrangements

Collaborating across the enterprise on coordination and calendaring for critical gatherings and leadership meetings

Problem solve and propose alternative plans for a wide array of potential challenges

Travel management including reservations, lodging, organization, invoice processing and expense reporting

Collaborate with the Business Management Team to establish yearly calendar for all Managing Directors, Team-wide Events, Catering, and engagement

Supporting projects to improve the delivery of legal services at Schwab

Serving as the onsite office manager for team events, partner high-level meetings, and corporate functions in Austin

Establishing and maintaining effective and professional business relationships with all levels of management, employees, and key business partners

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have:

Required Qualifications:

5+ years of administrative assistant experience in supporting executives

Technically savvy, proficient in Microsoft Office Applications and able to learn innovative technologies rapidly

Strong interpersonal and communications skills-- written and verbal, face to face, telephonic and electronic

A service- and solutions-oriented mindset with exceptional administrative and project planning abilities

Demonstrated ability to interact with internal and external individuals at all levels, including senior executives, colleagues, clients, and vendors

Cross-functional and cross-company project management and relationship building skills

Self-confident, emotionally mature, optimistic, discreet, and enthusiastic with a low tolerance or need for drama

Preferred Qualifications:

5 years of experience with digitals teams at Charles Schwab

A bias for action, highly organized, and ability to successfully execute on multiple projects simultaneously

Proven ability to work in an ambiguous, results-oriented, fast-paced matrix environment with frequent interruptions, changing deadlines and sometimes conflicting priorities

Process orientation -- thinks systemically, "connects the dots" and anticipates challenges or needs

Unimpeachable integrity, trusted by others and able to deal with highly sensitive information

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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