Charles Schwab Administrative Assistant in Lone Tree, Colorado

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 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:

Charles Schwab Investment Advisory (CSIA) is seeking an Administrative Assistant to support the group’s Chief Investment Officer, SVP. CSIA consists of a team of over 35 investment professionals focused on rigorous investment manager research. Based on parameters developed by Schwab, CSIA provides research and evaluates managers for the Schwab Mutual Fund and ETF Select Lists, the Schwab Managed Account Select® wrap fee program, and provides portfolio management services for Schwab Managed Portfolios™ (SMP), a Schwab-sponsored wrap fee program, as well as the technology-driven ETF portfolios of Schwab Intelligent Portfolios.

What you’ll do:

  • Management of complex calendars, including scheduling and coordinating logistics for internal and external meetings, such as All-Staff meetings, webcasts, video conferences and conference calls involving members of the leadership team.

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

  • Support special departmental projects as needed

  • Utilize expertise in PowerPoint to create impactful presentations

  • Onboarding process for new employees and contractors

  • Maintaining org charts, team contact and distribution lists

  • Providing support to the management team as needed, including arranging travel, processing travel expenses, ordering supplies and other administrative tasks as needed

  • Contract and invoice processing

  • Ordering, renewal and maintenance of subscriptions

What you have:

  • Bachelor's degree and administrative or executive support experience highly preferred

  • Strong PC skills, including demonstrated proficiency with Microsoft Word, Excel, PowerPoint, and Outlook

  • Excellent written and verbal communication skills

  • Excellent time management skills and ability to juggle multiple, competing priorities, with strength in identifying and implementing solutions when applicable

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.

Position Located In: CO - Lone Tree, CO - Denver