Your Opportunity

Charles Schwab Wealth and Asset Management (WAM) Engineering is part of the Schwab Technology Services (STS) organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications.

WAM Engineering is aligned to support the technology needs of Charles Schwab Investment Management Inc. (CSIM), Charles Schwab Investment Advisory, Inc. (CSIA), Investor Advice Solutions (IAS) which includes Schwab Private Client (SPCIA) and Specialty Wealth Solutions, Third Party Platforms, and the Schwab Center for Financial Research (SCFR) referred to as the lines of businesses.

CSIM was founded in 1989 as a wholly owned subsidiary of The Charles Schwab Corporation (CSC), a publicly traded company (NYSE: SCHW). Since the launch of our first money funds in 1990, we have grown to managing a product lineup of over 100 mutual funds, ETFs, CITs, and separately managed account strategies, and serve clients across the retail, intermediary, and institutional markets. Today, CSIM is the 3rd largest provider of index mutual funds, the 5th largest provider of ETFs, and the 8th largest money market fund complex, with more than $800 billion in discretionary and non-discretionary assets under management. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them. The combined businesses including CSIM total $3Tn of assets being managed on the technology platforms.

This Executive Administration position within WAM Engineering reports directly to the Director, Head of Business Management and Strategy. The Executive Administration role will be responsible for providing support for up to three Managing Directors in the WAM Engineering Organization. The role will be in San Francisco and will require the individual to be in the office in downtown San Francisco three days a week as per Schwab’s work flexibility program. Additional flexibility can be provided when the respective leaders are traveling or out of the office.

What you are good at

• Provide administrative support to the Managing Directors in the WAM Engineering Organization.
• Facilitate internal and external communication. Produce or edit PowerPoint presentations for the team and get involved in other aspects of the team’s functions such as collecting and tracking documents or cross-checking data against source documents.
• Managing relationships with other Executive Administrators within the Schwab Engineering Organization in addition to the business enterprises supported by WAM Engineering.
• Meeting planning/facilitation for local social events, meetings, and trainings.
• Manage expense reports, travel and procurement of supplies, partner with vendor management for invoice processing and check requests.
• Calendar management, scheduling meetings/calls for internal and external participants. Work with Administrative staff to coordinate scheduling for Senior Leaders including understanding the importance of meetings and independently prioritizing.
• Manage new employee onboarding process to include coordinating interview schedules, candidate travel, secure seating, procurement of supplies and technology and ensuring the new hires completion of required training and certifications.
• Demonstrate Schwab culture as a representative of the team. Develop and maintain strong working relationships with other employees within the organization.
• Act as a back-up to other administrative assistants and assist with special projects as needed.

What you have

• 10 years of administrative assistant experience, preferably in the wealth and asset management or financial services industry.
• Bachelor’s degree (preferred), or equivalent experience.
• Strong organizational and administrative skills, as well as a high degree of accuracy.
• Understanding the relative importance of meeting requests i.e. being able to prioritize competing demands on meeting time.
• The ability to handle sensitive and confidential information with diplomacy and discretion.
• The ability to manage multiple and changing priorities, while maintaining a flexible, positive, and professional attitude.
• High level of proficiency in PowerPoint, Word, and Excel.
• Demonstrated excellent verbal and written communication.
• Strong time management, planning and scheduling skills
• Proficiency with complex calendar management
• Ability and comfort with multi-tasking
• Ability to handle emergency requests and prioritize accordingly

Personal Characteristics:

• Shows a commitment to high ethical standards and integrity and demonstrates this through action
• Excellent written communication, presentation and facilitation skills with experience preparing reports to executive management
• Inquisitive, analytical, a strategic thinker, proactive and solutions-oriented
• High-energy, positive, entrepreneurial in spirit while goal-oriented and results-driven
• Self-starter: takes initiative and can work independently
• Well-organized and disciplined with high attention to detail
• Flexible and adaptable working with various business enterprises and demands
• Passionate about teaching others, mentoring, and coaching to educate on organizational and company policies and procedures.