Charles Schwab Executive Admin Support in San Francisco, California
San Francisco - CA, BRCAS2, 211 Main Street, 94105
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
The Executive Assistant is responsible for accurately providing administrative and clerical support in a timely manner to the SVP and Chief Compliance Officer located in San Francisco.
What you’ll do:
Manage calendar for SVP and Chief Compliance Officer and, potentially, other officer or officers.
Set up regular 1:1 with Direct Reports and Business Partners and reschedule conflicts as it occur
Set up routine staff meetings
Set up All Hands meetings
Set up other meetings that may be required on short notice
Confirm on a daily basis the following day’s appointments and ensure the officers are ready for the next day’s meetings
Coordinate teleconferences and offsite meetings (individual schedules and meeting rooms/facilities)
Process travel arrangements via Concur for the officers
Follow-up with TravelCenter if there are any travel changes
Prepare materials utilizing an array of tools including Excel, Word, PowerPoint and Visio to develop attractive, graphic-intensive and compelling documents to drive engagement
Develop routine and specialized management reports
Complete expense reports
Project Management - Coordinate special projects as they arise and develop
Check e-mail on a daily basis
Print meeting materials for the SVP and Chief Compliance officer and other officers upon receipt or as needed
Communicate important information via e-mail to staff
Handle all types of phone calls for self and SVP and Chief Compliance Officer
Redirect phone calls as appropriate
Photocopying - Process photocopying as negotiated
Travel & Expenses
Prepare T&E for officers as soon as receipts are given
Follow up with Vendor Management if there are any problems with T&E processing
Create and maintain filing system for the SVP and Chief Compliance Officer
Maintain files (paper and electronic) in compliance with recordkeeping policies and procedures
Collect and route postal and interoffice mail
Distribute daily mail to appropriate staff
Ordering Supplies - Order supplies through the Ariba system and other catalogs for the staff
Other duties as may be assigned
What you have:
8+ years administrative assistant experience with at least 2+ supporting a senior executive and experience working with board level members
Highly developed PC skills, including demonstrated proficiency with Microsoft Word, Excel, PowerPoint, Outlook and Visio.
High school diploma required
Bachelor's degree preferred
Strong organizational and administrative skills with the ability to anticipate, improvise, and adapt for optimal resolutions
Outstanding interpersonal skills, work effectively on a team, maintain composure in stressful situations, and work under deadline pressures
Highly productive, able to work effectively on a variety of projects simultaneously
Excellent verbal and written communication skills -- able to communicate directly, concisely and/or diplomatically as required, knowing how, when and what to communicate.
Experience interacting with senior management level executives.
Pro-active, results-oriented style delivering outstanding quality and timeliness, while working independently with little supervision
Ability to develop and maintain strong partnerships within and outside the organization
Resilience in a client-centered business model, where adaptability and communication skills are key
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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
Job Type: Full Time
Activation Date: Wednesday, May 16, 2018
Expiration Date: Sunday, July 1, 2018