Administrative Assistant

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Job ID:
20170515-2422
Job Category:
Administrative/Clerical
Relevant Work Experience:
Administrative Support-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
CA - San Francisco
Education:
HS/GED
Job Type:
Full Time
Description:

San Francisco - CA, BRCAS2, 211 Main Street, 94105
Valerie Denise Yrigolla
20170515-2422

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.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $320 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and asset allocation fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.  We are currently offering the opportunity for an Executive Assistant to join our team to support the Head of Institional Sales and our sales teams by owning various administrative duties and projects.  

What you’ll do:

  • Complex calendar management to balance business needs for our Head of Institutional Sales and Intermediary Distribution
  • Organization of client visits to San Francisco office including client interaction   
  • Optimization of our regular and ad hoc meetings including conference room and logistical arrangements
  • Preparation of materials utilizing an array of tools including Excel, Word and PowerPoint to develop attractive, graphic-intensive and compelling documents to drive engagement
  • Onboarding assistance for our new hires including the basics like supplies but also the extras for the WOW factor
  • Travel management for our team including invoice processing and expense reporting
  • Management of ad hoc small projects to drive employee experience
  • Development of routine and specialized management reports to track our success
  • Anticipation of potential challenges and/or needs our employees and the leader you will be supporting may face and proposal of alternative plans to overcome the challenge or need when possible

What you have:

  • A depth of experience as an administrative professional; the nature of the experience is more important than the number of years
  • Technical savvy including MS Office proficiency and the ability to learn new programs, and processes rapidly
  • Proven project management skills and attention to detail
  • Great interpersonal and communications skills, including written, face to face, telephonic and virtual
  • The ability and desire to develop and own positive working relationships.
  • Flexibility, adaptability and resilience
  • Unimpeachable integrity and the ability to deal with highly sensitive information
  • Emotional and professional maturity, and enthusiasm

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.  

 


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Administrative Support-6+ yrs
Position Located In: CA - San Francisco
Education: HS/GED
Job Type: Full Time

Category:Administrative/Clerical
Activation Date: Thursday, June 15, 2017
Expiration Date: Saturday, June 24, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.