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Senior Specialist, Board Administration

Charles Schwab

At Schwab, “Own Your Tomorrow” embodies everything they do.

Your Opportunity

The Office of Corporate Governance supports the Boards of Directors and Committees for The Charles Schwab Corporation and subsidiaries. It is responsible for legal and regulatory matters pertaining to public companies and financial services holding companies, as well as the directors and officers thereof. As the Senior Specialist, you will provide organizational and logistical support for meetings of the Board of Directors and Committees of The Charles Schwab Corporation. You will also assist with various projects as required in the Office of Corporate Governance. The position requires utmost attention to detail to ensure that the support processes you coordinate are of high quality and run smoothly, accurately, and efficiently.

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.
What you are good at

What you’ll do:

  • Assist with compilation and uploading of Board and Board Committee materials to the Diligent Board Platform
  • Assist with build out of Directors & Officers (D&O) Questionnaires annually and as needed in Diligent Board Platform
  • Handle access reviews and access requests related to the Diligent Board Platform
  • Review Board and Committee materials for content, formatting, and accuracy to ensure they align with Charles Schwab standards
  • Maintain Diligent Platform daily to ensure all information is current
  • Assist the Director, Corporate Secretary with in-person Board and Board Committee meetings where appropriate
  • Prepare accurate correspondence with proper tone, formatting and grammar and track responses, often needing to capture and assess interrelated information
  • Schedule and assist with document reviews by internal/external parties and develop proven working relationships with the requesters and all business partners
  • Assist with maintaining corporate records and other files (electronic and hard copy), archiving appropriate materials, and updating databases/indices
    Other requirements as determined by business needs

What you have

  • Bachelor’s degree or equivalent Experience as an office coordinator, administrative assistant or events planner who successfully plans and performs high touch senior-level meetings and/or events and has a demonstrated commitment to superior customer service with flexibility to address last-minute changes
  • Exceptional organizational skills and attention to detail
  • Strong verbal and written communication skills, a professional demeanor appropriate for senior-level interactions, dedication to respond to questions and requests both accurately and quickly and good knowledge of grammar
  • Ability to plan ahead and work independently, consistently follow established procedures, prioritize contending demands and accurately complete multiple projects under strict deadlines and in high pressure situations
  • Excellent computer skills – proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat, experience with electronic portals used to distribute meeting materials such as the Diligent Boards Platform and/or ability to learn new programs quickly
  • Demonstrated ability to handle confidential information with professionalism and discretion

Key Factors for Success in This Role:

Organizational Skills: Consistently handles workload effectively, uses resources efficiently and orchestrates multiple activities at once to accomplish a goal. Arranges information and files in a useful manner. Keeps track of project status and information from multiple sources. Ensures that all follow-up responsibilities are completed timely and with minimal direction.

Communication Skills: Able to write clearly and succinctly in a variety of communication settings and styles. Effective verbal communication with business partners. Presents oneself clearly and articulately when speaking with an individual or before a group assuring that others fully comprehend the intended message.

Problem-solving Skills: Builds a logical approach to address problems and has flexibility to make vital changes at the last minute. Thinks of 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: Able to follow established procedures consistently and anticipate upcoming tasks. Good at figuring out the processes vital to get things done, knows how to organize people and activities, understands how to separate and combine tasks into efficient workflow, 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 and the formatting and grammar of written communications. 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/Directors: Can deal comfortably with senior leaders/directors and understands how they think and work. Can figure out best way to get things done with them by talking their language and responding to their needs. Can craft approach likely to be seen as appropriate and positive.

Client Focus: Dedicated to meeting the expectations and requirements of internal and external clients. Acts with the client in mind. Establishes and maintains effective relationships with clients and gains their trust and respect.

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.

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Senior Specialist, Board Administration

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Charles Schwab

At Schwab, “Own Your Tomorrow” embodies everything they do.

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