Executive Assistant, Office of the President

Your Opportunity

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.
What you are good at

Overview of the Role:

The Executive Assistant will provide support to the President of Charles Schwab, owning various administrative duties and projects. This role requires being in the office on a full-time basis. Responsibilities include:

• Complex calendar time management to balance business needs for senior leaders.
• Optimization of our regular and ad hoc meetings including conference room and logistical arrangements.
• Collaborating on setting dates for critical gatherings and Leadership Meetings.
• Preparation of materials utilizing an array of tools including Excel, Word and PowerPoint to develop attractive, graphic-intensive and compelling documents to drive engagement.
• Development of routine and specialized management reports.
• Problem solve and propose alternative plans for a wide array of potential challenges and/or
• Prepare confidential materials for the senior leadership and the Board of Directors.
• Ongoing oversight, management and delivery of programs.
• Travel management including reservations, invoice processing and expense reporting.

What you have

Ideal Experience and Profile:

• Experienced Executive Assistant – the nature of the experience is more important than the number of years.
• Technically savvy, proficient in Microsoft Office Applications and able to learn new technologies rapidly.
• Proven project management skills and detail orientation, consistently delivers accurate and high quality work and expects it of others.
• A bias for action, highly organized, and proven ability to successfully execute on multiple projects simultaneously.
• Process orientation — thinks systemically, ‘connects the dots’ and anticipates challenges or needs.
• Great interpersonal and communications skills– written and verbal, face to face, telephonic and electronic.
• Demonstrated ability to develop positive working relationships with others, comfort dealing with employees, senior executives, Board of Directors, vendors, external partners, regulators.
• Cross-functional and cross-company project management and relationship building skills.
• Proven ability to work in a results oriented, fast paced matrix environment.
• Flexible, adaptable and resilient.
• Unimpeachable integrity, trusted by others and able to deal with highly sensitive information.
• Self-confident, emotionally mature, optimistic, discrete, enthusiastic with a low tolerance or need for drama.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.