Charles Schwab Administrative Assistant - Internal Audit in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Jessie M. Golden


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:

Internal Audit (IAD) assists the Board and Management with the protection of the assets, reputation, and sustainability of Schwab. IAD provides independent and objective assessments concerning Schwab’s control processes, serves as a third line of defense in identifying, measuring, monitoring, and controlling risks, and in support of Schwab’s vision and strategy. Reporting to the Senior Vice President, IAD, the Administrative Assistant will join a fast growing internal audit function to provide broad executive administrative support for the SVP in IAD, work closely with the SVP, and IAD Leadership Team to keep them well informed of upcoming commitments and responsibilities, and following up as appropriate. This role offers the opportunity to plan, coordinate and proactively ensuring the SVP’s schedule is followed and respected, acting as a gatekeeper, and to create win-win solutions for direct access to the SVP’s time and office. This role also helps to provide strategic leadership to build relationships across the firm that are crucial to the success of the SVP’s office, and manages a variety of special projects that facilitate the SVP’s ability to effectively lead the department.

What you’ll do:

  • Manage calendars, including Board/Committee meetings, coordinate catering and supplies, reserve conference rooms, and confirm videoconferencing capabilities.

  • Arrange complex and detailed travel plans, itineraries, and agendas, compiling documents for travel-related meetings, and preparing expense reports.

  • Assist with the compilation, copy, assembly of Internal Audit Reports and other documentation (electronic and hard copy).

  • Compose and prepare correspondence that is sometimes confidential, including e-mails, cover letters, and track responses as appropriate.

  • Assist with requests from internal and external constituents and schedule meetings and document reviews.

  • Assist with the planning of departmental meetings, including agendas and logistics.

  • Prioritize conflicting needs; handles matters expeditiously, proactively, and follows through on projects to successful completion, often under stringent deadlines.

  • Provide administrative support to members of the IAD Leadership Team, process invoices and oversee department office supplies.

  • Work on special projects as requested by the SVP.

  • Handle sensitive, confidential information and materials with professionalism and discretion.

Key Factors for Success in This Role:

  • Organizational Skills: Consistently manages workload effectively, uses resources efficiently and orchestrates multiple activities at once to accomplish a goal. Arranges information and files in a useful manner. Ensures that all follow-up responsibilities are completed timely and with minimal supervision.

  • Communication Skills: Able to write clearly and succinctly in a variety of communication settings and styles. Can get messages across that have the desired effect. Effective verbal communication with business partners while assisting with all aspects of meeting logistics. Presents oneself clearly and articulately when speaking with an individual or before a group.

  • Problem-Solving Skills: Builds a logical approach to address problems or opportunities or manages the situation at hand by drawing on one’s knowledge and experience base and calling on other references and resources as necessary. Considers several possible explanations or alternatives for a situation and anticipates potential obstacles and develops contingency plans to overcome them. Identifies the information needed to solve a problem effectively. Presents problem analysis and recommended solution to others rather than just identifying or describing the problem itself. Acknowledges when one does not know something and takes steps to find out.

  • Process-Oriented Attitude: Good at figuring out the processes necessary to get things done, knows how to organize people and activities, understands how to separate and combine tasks into efficient work flow, understands business needs and trends and can see opportunities for synergy and integration.

  • Attention to Detail: Double-checks the accuracy of information and work product to provide accurate and consistent work. Provides information on a timely basis and in a usable form to others who need to act on it. Carefully monitors the details and quality of own and others’ work. Expresses concern that things be done right, thoroughly and precisely. Completes all work according to procedures and standards.

  • Comfortable around Senior Leaders: Can deal comfortably with senior leaders/directors and understands how they think and work. Can determine the best way to get things done with them by talking their language and responding to their needs. Can craft approach that is appropriate and positive.

  • Client Focus: Dedicated to meeting the expectations and requirements of internal and external constituents.

What you have:

  • Bachelor’s degree preferred.

  • Minimum of 5-8 years of experience as an Administrative Assistant.

  • Successful candidate will be a proactive, assertive team player with demonstrated ability to work well cross-functionally, in a professional, efficient, and confidential manner.

  • Executive presence with impeccable communication and interpersonal skills.

  • Strong execution-orientation and flexibility to support the IAD Leadership Team.

  • Strong organizational skills and attention to detail.

  • Eagerness to learn and assume additional responsibilities.

  • Proficient in Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat.

  • Familiarity with internal audit or risk management concepts a plus, but not required.

  • Experience in Financial Services industry a plus, but not required.

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-2-5 yrs, Administrative Support-6+ yrs

Position Located In: TX - Westlake

Education: HS/GED

Job Type: Full Time


Activation Date: Thursday, May 3, 2018

Expiration Date: Saturday, June 16, 2018

Apply Here