Administrative Assistant
Your Opportunity
Your opportunity
DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
Our opportunity:
The administrative specialist provides daily support to the leaders and team members
within DAFgiving360. In addition to general administrative tasks, supports calendar
management for leadership, manages travel arrangements, and helps organize
meetings and events. This role helps establish and maintain effective communication as
well as cooperative and professional business relationships with all levels of
management, employees, and key business partners.
What you’ll do
General Administrative Duties
- Support members of Sr. Management with daily needs: Calendar / Schedule, Contacts / Distribution Lists – Updates, Email, Expense Reconciliation, Faxing / Copying etc., Filing, Letters
- Mailings for Marketing (Occasional)
- Phone / Conference Calls / Voicemail / Messages
- Reservations for lunches and dinners
- Printers and Fax Machines - Replace and Order Toner
- Postage Machine - Maintain Supplies and Refill Funds
- Order office supplies through the Fund approved process
Editing and Writing:
- Editing letters, presentation decks, donor correspondence for spelling and grammatical errors
Conferences / Speaking Engagements
- Edit PowerPoint Presentations for the management team
- FedEx packages to events
- Travel Arrangements for the management team
- Travel Packets for the management team
- Holiday Gift Orders
- Maintain Employee Phone List
- Monthly Compliance Forms
- Schwab work order system: SSRs and FSRs when needed - for new employees or trouble tickets
Staff Meetings / Social Events
- Arrange meeting rooms and AV equipment
- Catering for special events and lunch meetings
- Celebration, Party and Event Planning
- Off-site - Coordinate and plan off-site meetings
Personal Administrative Duties for the management team
(As time allows and based on impact on work demands and schedule)
What you have
Top 3 Technical Skills
Identify the top 3 technical skills required for success in this role.
- Time management skills with proficiencies in planning and scheduling.
- Project management / organizational skills.
- Microsoft Suite, particularly: Outlook, PowerPoint, Excel, Teams, and SharePoint.
Top 3 Competencies
Connect with Talent Management team to discuss and identify the top 3 competencies
needed for success in this role.
- Oral and Written Communication
- Initiative / Independence
- Thoroughness
College degree preferred though not required. Exceptional interpersonal skills are paramount to success in this role.
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 you are good at
What you have
Top 3 Technical Skills
Identify the top 3 technical skills required for success in this role.
- Time management skills with proficiencies in planning and scheduling.
- Project management / organizational skills.
- Microsoft Suite, particularly: Outlook, PowerPoint, Excel, Teams, and SharePoint.
Top 3 Competencies
Connect with Talent Management team to discuss and identify the top 3 competencies
needed for success in this role.
- Oral and Written Communication
- Initiative / Independence
- Thoroughness
College degree preferred though not required. Exceptional interpersonal skills are paramount to success in this role.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.