Charles Schwab Assistant Corporate Secretary, Corporate Governance in San Francisco, California

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:

(Internal Job Title: Director, Corporate Secretary). The Office of Corporate Governance supports the board 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, and responsibilities of directors and officers thereof. As a Director, Corporate Governance, you will be responsible for governance matters for the Board of Directors of Charles Schwab Bank (including its banking affiliates), Bank Board Committee meetings, and coordinating governance-related initiatives pertaining to the Bank and legal entities supporting the Bank.

What you’ll do:

You will:

  • Be the primary contact for supporting the Bank’s Board and Committee meetings.

  • Coordinate standing agenda items to ensure that legal and regulatory expectations are met.

  • Work with business partners to ensure that materials are timely received for distribution to directors and assist with review of materials for successful presentation to boards and committees.

  • Attend and take minutes of meetings as directed by the supervising attorney.

  • Keep track of activity records to ensure that committees are meeting the obligations set forth in their charters.

  • Work with the supervising attorney and business partners to ensure that committee activities are set forth accurately in their charters.

  • Supervise the board meeting processes for legal entities that support banking initiatives.

  • Help make sure that meetings are held in accordance with the appropriate articles, bylaws and regulatory expectations, and raise questions as appropriate to the supervising attorney.

  • Advise on ways to streamline processes to help disseminate information to directors and committee members more effectively.

  • Work with, and direct, other personnel in the Office of Corporate Governance to ensure that logistical aspects of meetings are executed smoothly, including making sure that meetings are scheduled in accordance with governing documents, that directors and committee members receive materials timely, that meeting rooms are reserved and prepared, and that official records of meetings are recorded and maintained.

  • Work with attorneys and business partners to make sure that governance processes are documented.

  • Respond as directed by the supervising attorney to regulatory and audit inquiries.

  • Maintain records of corporate authorities for the Bank and legal entities supporting the Bank.

What you have:

Background: Experience (6+ years) as a corporate paralegal, assistant corporate secretary or equivalent with a deep understanding of governance processes and banking regulatory requirements. Paralegal certificate a plus.

Organizational skills. Anticipate, improvise, and adapt for optimal resolutions. Consistently manage workloads effectively, use resources efficiently, and orchestrate multiple activities at once to accomplish a goal. Ensure that all follow up responsibilities are completed timely and with minimal supervision.

Communication skills. Ability to write clearly and succinctly. Ensure effective communication with business partners in assisting with the assembly of materials for distribution to boards and committees. Can communicate effectively with senior executives to express thoughts and ideas clearly. Presents articulately when speaking with an individual or before a group assuring that others fully comprehend the intended message.

Judgment. Exercise judgment in analyzing governance processes, requirements under governing documents, and raising matters as appropriate to supervising attorney. Interact comfortably with senior executives and craft approaches likely to be seen as appropriate and positive.

Leadership. Adapt leadership style to meet the needs of a team. Inspire and empower team to commit to a change or challenge; has passion for the work, the business and people.

Process Oriented. Good at figuring out the processes necessary to get things done, knows how to organize people and activities, understands how to separate and combine tasks into efficient work flow, 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 to provide accurate and consistent work. 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. Completes all work according to procedures and standards.

Problem solving skills. Builds a logical approach to address problems or opportunities or manage the situation at hand by drawing on one's knowledge and experience base, and calling on other references and resources as necessary. 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.

Client Focus. Dedicated to meeting the expectations and requirements of internal and external clients. Act with the client in mind. Establish and maintain effective relationships with clients and gain their trust and respect.

Computer skills. Microsoft Office 2003/2010 (Outlook, Word, Excel, PowerPoint), Adobe.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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 mailto:Life@Schwab.Charles .

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: CA - San Francisco