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Executive Assistant- Investment Offers and Solutions

AT Charles Schwab
Charles Schwab

Executive Assistant- Investment Offers and Solutions

Lone Tree, CO

Pay range: USD $21.59 - $43.51 / Hour

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 an Executive Assistant within the Wealth & Advice Solutions organization at Schwab, you will provide administrative support to the Managing Director, Investment & Offer Solutions, 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
  • Travel management including reservations, lodging, organization, invoice processing and expense reporting
  • Organizing and coordinating team events and offsites, including logistics, catering, and agendas
  • Serving as the onsite office manager for some team events, partner high-level meetings, and corporate functions in Lone Tree
  • Supporting efforts to drive team engagement, employee recognition and culture
  • Timely completion of expense reports
  • Establishing and maintaining effective and professional business relationships with all levels of management, employees, and key business partners
  • Facilitating vendor management process and invoicing

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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, highly 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

Ideal Candidate:

  • 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

Client-provided location(s): Lone Tree, CO, USA
Job ID: CharlesSchwab-2025-110200
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program