What are the responsibilities and job description for the Administrative Support Specialist position at Charles Schwab?
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As an Executive Assistant within Advisor Services, you’ll play a key part in helping Managing Directors stay focused on what matters most. You’ll manage complex calendars, coordinate domestic and international travel, and handle expenses with confidence and attention to detail—freeing leaders to focus on strategic priorities. You’ll also bring meetings to life by preparing decks, agendas, and followup materials, while proactively tracking action items and ensuring important deliverables are completed. Along the way, you’ll build strong relationships and partner closely with teams such as Human Resources, Finance, Legal, and Compliance, gaining exposure to the broader organization and contributing to work that makes a real impact.
What you have
Required Qualifications
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As an Executive Assistant within Advisor Services, you’ll play a key part in helping Managing Directors stay focused on what matters most. You’ll manage complex calendars, coordinate domestic and international travel, and handle expenses with confidence and attention to detail—freeing leaders to focus on strategic priorities. You’ll also bring meetings to life by preparing decks, agendas, and followup materials, while proactively tracking action items and ensuring important deliverables are completed. Along the way, you’ll build strong relationships and partner closely with teams such as Human Resources, Finance, Legal, and Compliance, gaining exposure to the broader organization and contributing to work that makes a real impact.
What you have
Required Qualifications
- 3 years of administrative assistant experience, preferably in financial services industry.
- Strong organizational and administrative skills, as well as a high degree of accuracy and careful attention to detail.
- Ability to deal with sensitive and confidential information with diplomacy and discretion
- Ability to manage multiple and changing priorities, while maintaining a positive and professional attitude.
- High level of proficiency in PowerPoint, Word, Excel and Microsoft Outlook.
- Demonstrated excellent verbal and written communication, plus strong interpersonal skills.
- Must have experience interacting with internal and external individuals at all levels, including senior executives, clients and vendors.
- Strong work ethic and a “can do” attitude; proactive and supportive of team leaders and its members.
- Ability to work under pressure to meet deadlines, including a willingness to work overtime if situation calls for it.
- Bachelor’s degree
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Salary : $34 - $41