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 that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

Overview of the Role:

The Executive Assistant will provide support to Managing Directors within the Advisor Services business owning various administrative duties and projects.

Responsibilities include:

Complex calendar time management to balance business needs for leaders.

Optimization of our regular and ad hoc meetings including conference room, invitation sending and logistical arrangements.

Collaborating on setting dates for critical gatherings and Leadership Meetings.

Preparation of materials utilizing an array of tools including Excel, Word, and PowerPoint to develop attractive, graphic-intensive and compelling documents to drive engagement.

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

Ongoing oversight, management, and delivery of programs.

Travel management including reservations, invoice processing and expense reporting.

Assistance with preparing meeting agendas, planning offsites, activities, speakers and team events.

Assist with site activities and events.

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 Experience:

Technically savvy, proficient in Microsoft Applications and able to learn new technologies rapidly.

Time and calendar management skills and detail orientation, consistently delivers accurate and high-quality work and expects it of others.

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

Preferred Experience:

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

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

Demonstrated ability to develop strong, positive working relationships with others, comfortable dealing with employees, vendors, and external partners.

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

Flexible, adaptable, and resilient.

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

Ability to develop effective solutions by taking a holistic, abstract, or theoretical perspective with minimal oversight and guidance.

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:

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 [email protected] or call 800-275-1281.