Charles Schwab Associate, Administrative Support in Chicago, Illinois


Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111

James D Hapgood


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:

Schwab Operations provides operational support for all Schwab enterprises including, but not limited to, Advisor Services, Investor Services and Schwab’s International business. Schwab Operations supports external and internal clients, Branch financial consultants and Independent investment advisors to fulfill our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by creating and delivering a world-class operational support experience while also focusing on employee loyalty and team collaboration.

The Operational Services organization at Schwab partners with client enterprises to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency. The key areas of focus in Operational Services are:

  • Delivering on our service promise

  • Managing risk (operational, regulatory and financial)

  • Executing and driving scale and efficiency

  • Ensuring quality results

  • Compliance with regulations

What you’ll do:

This individual will provide administrative support to the Senior Vice President of Operations in our Lone Tree location and also provide support a group of Vice Presidents in several locations. Within a highly dynamic, challenging, and fulfilling environment, responsibilities include, but are not limited to:

  • Management of multiple complex calendars including scheduling meetings, video conferences, trainings (off-site and/or internal) and group events

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

  • Organizing group meetings, off-sites, and other social events for combined productivity and culture building

  • Establish and maintain effective, cooperative and professional business relationships with all levels of management, employees and key business partners

  • Assist with developing and updating complex PowerPoint presentations, Excel spreadsheets and documents in support of team activities

  • Develop and maintain strong relationships with the entire Operational Services Leadership team in all the centers

  • Assist with administration of new employees (supplies, system access and general onboarding)

  • Identify opportunities and offer suggestions on how to streamline existing admin processes

  • Completes expense reports timely and accurately

  • Ability to prioritize competing priorities

  • Negotiate favorable terms with lodging and catering vendors

  • Effectively manage competing priorities

  • Capture meeting notes and action steps

  • Copying, filing, faxing, research and ordering supplies

  • Coordinate special projects as they arise and develop. Which includes, but is not limited to, community partnership events, facilitating outside board membership activities and assisting with executive sponsorship responsibilities.

  • Extensive site level support working with facilities, security, telecom, etc.

What you have:

In this position, you will interact with personnel at all levels including Senior Executives. This position requires the ability to deal with sensitive and confidential information with diplomacy and discretion, as well as a high degree of accuracy and attention to detail. Must demonstrate excellent written and verbal communication skills.

  • At least 5 years of administrative assistance experience

  • Bachelor degree is preferred

  • Situational perception, a strong work ethic and be a high-energy, self-motivated professional.

  • Ability to foresee potential challenges and demonstrate proactive resolution before issues arise

  • Ability to exercise judgment regarding information which may be confidential or material, non-public

  • Excellent people skills, customer service skills and effective written and verbal communication skills.

  • Ability to work independently, detail-oriented, organized and able to prioritize multiple projects against deadlines

  • Thrive in a fast-paced environment - be flexible, and willing to help outside of usual duties.

  • Ability to work collaboratively as part of an office team is a key success driver.

  • Proficiency in Microsoft Office

You demonstrate these behaviors:

  • Demonstrated concern for satisfying one’s external and/or internal customers

  • Expressing oneself clearly in conversations and interactions with others

  • Expressing ideas clearly and concisely in writing

  • Consistently demonstrates a positive can-do, overcome – any barrier attitude

  • Identifying what needs to be done and doing it before asked to or required by the situation

  • Sets up procedures to ensure high quality of work

  • The ability to develop, maintain and strengthen partnerships with others inside and outside of the organization who can provide information, assistance and support

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Administrative Support-6+ yrs, Customer Service-6+ yrs

Position Located In: IL - Chicago

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Thursday, July 13, 2017

Expiration Date: Saturday, August 12, 2017

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