Specialist Administrative Assistant - San Francisco, CA
Charles Schwab
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in Austin, TX.
We are seeking an Executive Assistant to provide support for three Marketing Executives. This position will also provide operations support for the in-house agency.
What you’ll do:
Provide administrative support for assigned Marketing executives, including calendar management, travel planning and expense reporting.
Coordinate executive leadership meetings and marketing events.
Light office management duties, such as ordering supplies and distributing mail.
Ensure Outlook distribution lists are regularly updated to maintain precise and effective communication.
Organize and develop PowerPoint presentations for executives, maintaining consistency with established brand standards.
Create and maintain departmental files utilizing the full suite of MS Office.
Work in tandem with the Operations team to plan, organize and execute engagement events and other ad hoc agency initiatives.
Establish and maintain collaborative and professional business relationships with all levels of management, employees, and key business partners.
Provide backup support as needed to members of the Operations team and other marketing administrative assistants.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:
Required Qualifications:
Experienced Executive Assistant with a proven track record of supporting senior executives, where the emphasis is placed on the quality and breadth of experience rather than length of service.
Technically savvy, proficient in Microsoft Applications including Outlook and MS Teams, and ability to learn new technologies rapidly.
Demonstrated ability to manage several complex calendars simultaneously.
Travel & Expense management experience required, Concur preferred.
Highly organized, multi-tasker who works well under pressure and meets deadlines.
Demonstrates sound judgment and handles sensitive, confidential information with tact and discretion, maintaining a high level of accuracy and attention to detail.
Responds to direction while proactively anticipating leadership and team needs.
Great interpersonal and communications skills—written, verbal and face-to-face.
Preferred Qualifications:
- Bachelor’s degree in business administration, Operations, or related field preferred.
Why work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.
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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 View email address on click.appcast.io or call View phone number on click.appcast.io.
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