Charles Schwab Senior Specialist – Legal Support in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Jessie M. Golden


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 at 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:

The Senior Specialist – Legal Support will be responsible for supporting the Corporate Legal Services department by processing, managing and monitoring various aspects of the outside counsel engagement and invoicing functions. The individual will also provide general administrative and project support to the Corporate Legal Services team.

What you’ll do:

  • Process legal invoices – responsible for entering legal invoices in the matter management system and tracking invoices through payment.

  • Research invoice issues – responsible for partnering with Accounts Payable to research and respond to invoice payment issues.

  • Organize invoice files – Responsible for ensuring legal invoices are accurately filed and maintained. Act as business systems administrator of the department’s new matter management/e-billing application (when implemented).

  • Support department in matter management/e-billing reporting – Responsible for creating custom queries, generating reports, and assisting others in the generation of reports from the matter management/e-billing application. Monitor (generate reports, update spreadsheets, verify completeness and accuracy of data, etc.) outside counsel engagement process according to defined procedures. Partner with vendor management to research and respond to questions and issues.

  • Coordinate Business Continuity plans – responsible for gathering and organizing updates from Business Continuity plan owners on a regular basis. Partner with Business Continuity Consultant to ensure updates are accurately made to required Business Continuity documentation. Support the Corporate Legal Services department as its Records Coordinator.

  • Assist with special projects – participate in and provide support on various department projects. Key Factors for Success in this Role: Organizational skills: Effectively and efficiently manage workload. Arrange and maintain information and files in a useful manner. Ensure that all follow-up items are completed timely and with limited supervision. Able to prioritize assignments against deadlines.

  • Attention to Detail: Double-check work product for accuracy and consistency. Provide information on a timely basis to others as requested. Complete all work, with limited supervision, according to procedures and standards.

  • Communication skills: Write and speak clearly and succinctly in a variety of communication settings and styles. Problem-solving skills: Identify the information needed to solve a problem. Present problem and recommend solution to others.

  • Technical skills: Proficient in Microsoft Word and Excel. Experience with law firm e-billing systems preferred. Ability to learn Schwab internal systems quickly. Strong work ethic including the ability and willingness to take on a variety of responsibilities (including administrative) depending on department and project needs.

What you have:

  • Bachelor’s degree

  • Experience as an administrative assistant or legal administrator

  • Strong organizational skills and attention to detail Excellent interpersonal and communication skills

  • Eagerness to learn and take on additional responsibilities

  • Proficient in Microsoft Office, particularly Outlook, Word, and Excel; experience with legal e-billing systems desired

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Administrative Support-2-5 yrs, Adminstrative Support-less than 2 yrs, Legal-less than 2 yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time


Activation Date: Thursday, April 19, 2018

Expiration Date: Friday, June 1, 2018

Apply Here