Charles Schwab Administrative Assistant, Advisor Services Relationship Management in Los Angeles, California


Los Angeles - CA, SICACCC, 2029 Century Park East, 90067-2910

Curtis A Crawford


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 at 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:

Advisor Services is the leading provider of custodial, trading, technology and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

What you’ll do:

Manage a complex executive calendar that includes scheduling meetings, video conferences, trainings (off-site and/or internal) and group events.

  • Plan, coordinate and manage extensive travel arrangements to include transportation, lodging, dining, conference rooms, etc.

  • Establish and maintain effective, cooperative and professional business relationships with all levels of management, employees and key business partners.

  • Draft and type correspondence, make copies, prepare binders, answer phone calls, direct inquiries to the proper party within the team, maintain office supplies, file and perform other clerical duties as needed.

  • Capture meeting notes and follow up on action items as appropriate

  • Assist with developing and updating complex PowerPoint presentations, Excel spreadsheets and documents in support of team activities.

  • Complete expense reports and assist with general travel and expense inquiries.

  • Assist operational teams in meeting the needs of our clients. You may be asked to deposit checks, make calls to clients and/or process other types of operational work depending on the need.

What you have:

  • Bachelor's degree preferred

  • 5+ years administrative experience supporting a senior executive

  • Advanced proficiency in Microsoft Office and demonstrated strength in developing complex PowerPoint presentations

  • Ability to exercise exceptional judgment regarding information which may be confidential or material, non-public

  • Demonstrated strength with multi-tasking and prioritizing work with a strong attention to detail

  • Excellent planning, organizational, written and verbal communication skills

  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

  • Be client service-focused with the ability to work collaboratively with others including interaction with internal and external contacts

  • Exercise discretion combined with poise and professionalism in all communications

  • Be adaptable, build rapport, be solutions oriented, and look for ways to add value and assist the team

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 at" .

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.

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 - Los Angeles

Education: BA/BS

Job Type: Full Time


Activation Date: Wednesday, May 9, 2018

Expiration Date: Saturday, May 26, 2018

Apply Here