Charles Schwab Project Coordinator in Westlake, Texas


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

Laura Troy


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:

Our Project Services organization supports Schwab business goals through the delivery of projects spanning technology, operations, business continuity, and offshore management. Our team collaborates across a matrixed organization to deliver business value through efficient, disciplined and predictable project execution of effective solutions to business problems and opportunities.

What you’ll do:

Support project/program management on large initiatives through the following activities, and over time will begin to manage small projects:

  • Assist with managing project forecasts and reconcile with actuals, including invoice processing

  • Track resource allocations and actuals

  • Assist with the creation of presentations to project/program leadership

  • Manage project documentation in SharePoint

  • Calendar and plan for meetings and workshops

  • Publish meeting agendas, take meeting minutes, track risks and issues

  • Assist with the tracking of business and technical deliverables and keeping the project plan up to date

  • Facilitate meetings

What you have:

Required minimum qualifications include:

  • 1 to 3 years of commensurate experience

  • Excellent written/verbal communication skills

  • Proven ability to build a strong partnership and trust with Project Managers and Directors within an organization

  • Highly organized and able to manage a large number of tasks at once

  • Able to work independently, seeking guidance at appropriate times

  • Aptitude with financial data, attention to detail

  • Strong interpersonal, analytical, influencing, and prioritization skills

  • Knowledge of MS Office 2010 (PowerPoint, Excel, Word and Outlook) plus MS Project 2010

In addition, ideal candidates will also have the following desired qualifications:

  • BA/BS degree

  • Strong knowledge of SharePoint and Visio

  • Background experience in financial services industry

  • Experience with and understanding of various software development methodologies, including Agile

  • Project management experience with emphasis on software development and business process redesign, including knowledge of technical environments

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: Project Management-less than 2 yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Wednesday, June 20, 2018

Expiration Date: Saturday, September 29, 2018

Apply Here