Your opportunity
At Schwab, you're 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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation and has over $1.5 trillion of assets under management. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. SAM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
SAM is seeking to recruit an Administrative Assistant to provide administrative support to team leaders within the Business Excellence Group and Fixed Income & Trading Group. This job will be located at Schwab's headquarters in Westlake, TX. The job requires strong administrative and time management skills with good planning and scheduling proficiencies. Strong ability to judge what needs urgent attention, confidentiality, priority and delegation is essential. The job requires flexibility, diplomacy and a proactive approach.
Scheduling and Clerical Support : The Administrative Assistant is responsible for calendar management, scheduling phone calls and arranging in-person meetings, both for internal and external participants. This includes coordinating with other Assistants to manage schedules for meetings with Senior Leaders and the Executive Management team.
New Employee Support : The position will manage the new hire process and new employee onboarding process, including coordinating interview schedules, candidate travel, and helping to ensure the new hires complete required training and certifications. Additionally, this assistant will request seating, computer, phone and basic technology for new hires.
Expenses and Travel : This position requires arranging travel and compilation of expense reports. He / she will work with vendor management for invoice processing or reimbursement. They may also set up Purchase Orders or expense payments as needed for vendors.
Support Team : The Administrative Assistant demonstrates team spirit as a representative of the investment advisor organization. He/she must develop and maintain strong working relationships with other personnel throughout our organization, particularly with other administrative assistants. They may serve as a back-up to other administrative assistants when they are on leave or vacation. He/she must be accommodating, flexible and ready to assist with special projects as needed.
Planning : The position requires extensive and critical time management and the capacity for setting priorities and handling any ad hoc requirements. This may also include reserving locations or hoteling facilities, organizing catering and providing assistance at the Westlake, TX location for Board meetings, Senior Leadership Team offsites, team social events and meetings, and trainings.
Communications: This position facilitates internal and external communication through phone calls, agendas, letters and scheduling appointments. The Administrative Assistant may produce basic PowerPoint presentations for the team. The position will include preparing and delivering materials in advance of meetings.
What you have
5+ years of administrative assistant experience, preferably in financial services industry.
Bachelor's degree (preferred), or equivalent experience.
Strong organizational and administrative skills, as well as a high degree of accuracy and careful attention to detail.
Ability to deal with sensitive and confidential information with diplomacy and discretion
Ability to manage multiple and changing priorities, while maintaining a positive and professional attitude.
High level of proficiency in PowerPoint, Word, Excel and Microsoft Outlook.
Demonstrated excellent verbal and written communication, plus strong interpersonal skills.
Must have experience interacting with internal and external individuals at all levels, including senior executives, clients and vendors.
Strong work ethic and a "can do" attitude; proactive and supportive of team leaders and its members.
Ability to work under pressure to meet deadlines, including a willingness to work overtime if situation calls for it.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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:
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
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.
