Executive Assistant, Advisor Wealth Platforms

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