Administrative Assistant
Your Opportunity
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 the specified locations (Westlake, TX).
Schwab’s Investment Platforms, Solutions, and Strategy (SIPSS) organization brings together leaders across innovative and evolving investment capabilities, including digital assets, artificial intelligence, private markets, and product strategy. This team is focused on delivering a differentiated and forward-looking investment platform that meets the changing needs of clients.
In this role, you will provide high-impact administrative and operational support to multiple Managing Directors, enabling leadership effectiveness, seamless execution of priorities, and strong cross-functional collaboration. You will play a critical role in orchestrating complex schedules, aligning leadership priorities, and ensuring that key meetings, events, and initiatives are executed with precision. Your ability to anticipate needs, solve problems in real time, and adapt to shifting priorities will directly influence team productivity and overall organizational efficiency.
You will manage dynamic executive calendars, navigating competing priorities and resolving scheduling challenges with thoughtful decision-making and clear communication. By partnering closely with other administrative professionals and business stakeholders, you will coordinate large-scale meetings, leadership forums, and cross-functional engagements, ensuring alignment across stakeholders and a seamless experience for participants. This includes preparing agendas, organizing materials, and supporting meeting execution from planning through follow-up.
Additionally, you will oversee travel planning and logistics, optimizing schedules while managing costs and ensuring a smooth experience for leaders. You will handle expense management with accuracy and timeliness, while maintaining visibility into leadership travel plans and availability to support broader team coordination.
Your impact will also extend to broader team and organizational support, including preparing business materials, maintaining team resources, coordinating events, and supporting onboarding and interview processes. Through strong organization, attention to detail, and proactive communication, you will help foster collaboration, engagement, and operational excellence across the team.
This role requires a high level of discretion, professionalism, and adaptability. You will be trusted to handle confidential information, navigate ambiguity, and make informed decisions that support leadership effectiveness and team success.
What you have
Required Qualifications:
- 5-10 years of experience supporting executive-level leaders in a corporate or financial services environment, including travel planning and expense management
- Advanced proficiency in Microsoft Office Suite and collaboration tools (e.g., Teams, Office 365)
- Demonstrated ability to manage complex calendars, prioritize competing demands, and resolve scheduling conflicts effectively
- Strong organizational skills with the ability to manage multiple priorities and deliver high-quality work within tight timelines
- Excellent verbal and written communication skills, with the ability to engage effectively across all levels of the organization
- Proven ability to handle sensitive and confidential information with sound judgment and discretion
- Experience coordinating meetings, events, and travel logistics with a high degree of accuracy and attention to detail
- Ability to work independently, demonstrate initiative, and proactively solve problems in a fast-paced environment
Preferred Qualifications:
- Experience using enterprise tools such as Workday, Ariba, and Concur
- Demonstrated ability to build strong partnerships and collaborate effectively across teams and functions
- Strong adaptability and flexibility, with the ability to anticipate needs and adjust quickly to changing priorities
- Experience supporting recruiting coordination, including interview scheduling and candidate logistics
- Proven ability to contribute to team engagement through coordination of events, communications, and recognition activities
This role is ideal for a highly organized, proactive professional who thrives in a collaborative environment and is motivated by enabling leaders and teams to operate at their best.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Required Qualifications:
- 5-10 years of experience supporting executive-level leaders in a corporate or financial services environment, including travel planning and expense management
- Advanced proficiency in Microsoft Office Suite and collaboration tools (e.g., Teams, Office 365)
- Demonstrated ability to manage complex calendars, prioritize competing demands, and resolve scheduling conflicts effectively
- Strong organizational skills with the ability to manage multiple priorities and deliver high-quality work within tight timelines
- Excellent verbal and written communication skills, with the ability to engage effectively across all levels of the organization
- Proven ability to handle sensitive and confidential information with sound judgment and discretion
- Experience coordinating meetings, events, and travel logistics with a high degree of accuracy and attention to detail
- Ability to work independently, demonstrate initiative, and proactively solve problems in a fast-paced environment
Preferred Qualifications:
- Experience using enterprise tools such as Workday, Ariba, and Concur
- Demonstrated ability to build strong partnerships and collaborate effectively across teams and functions
- Strong adaptability and flexibility, with the ability to anticipate needs and adjust quickly to changing priorities
- Experience supporting recruiting coordination, including interview scheduling and candidate logistics
- Proven ability to contribute to team engagement through coordination of events, communications, and recognition activities
This role is ideal for a highly organized, proactive professional who thrives in a collaborative environment and is motivated by enabling leaders and teams to operate at their best.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.