Executive Assistant, Investor Services

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.

Overview Of The Role

The Executive Assistant, Investor Services will provide support to the Managing Director & Head of Investor Relations, owning various administrative duties and projects. This role requires being in the office on a regular basis consistent with Schwab’s standard HWF rules.

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.
• 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

Required Experience & Key Skills

• Experienced Executive Assistant with proven high-level performance supporting Sr Executives in environments of similar scale and complexity - the nature of the experience is more important than the number of years.
• Technically savvy, proficient in Microsoft 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 strong, positive working relationships with others, comfortable dealing with employees, senior executives, Board of Directors, vendors, external partners, and regulators.
• Proven ability to work in an ambiguous, results-oriented, fast-paced matrix environment with frequent interruptions, changing deadlines and sometimes conflicting priorities.
• Collaborative, flexible, adaptable, and resilient.
• Unimpeachable integrity, trusted by others and able to deal with highly sensitive information.
• Ability to develop effective solutions with minimal oversight and guidance.

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

Key skills/competency

• Executive Support
• Calendar Management
• Project Management
• Microsoft Office Suite
• Interpersonal Communication
• Financial Services Acumen
• Relationship Building
• Confidentiality
• Problem Solving
• Adaptability