Executive Assistant Retail & Wholesale - Roanoke, TX at Geebo

Executive Assistant

3.
9 2 hours ago Full Job Description Your Opportunity The Executive Admin will provide administrative support to the Head of Credit, Head of Ultra High Net Worth (UHNW) Credit, and Head of Retail Credit at Charles Schwab Bank, as well as assistance to other team members within the Charles Schwab Bank Credit organization, as needed.
This opportunity requires strong administrative and time management skills as well as proficiencies in planning and scheduling.
This position is located in our Westlake, TX office and will have the flexibility to work a hybrid work schedule.
What you are good at Provide administrative support to the Managing Directors in the Credit department.
Facilitate internal and external communication.
Produce or edit PowerPoint presentations for the team and get involved in other aspects of the team's functions such as collecting and tracking documents or cross-checking data against source documents.
Meeting planning/facilitation for local social events, meetings, and trainings.
Manage expense reports, travel and procurement of supplies, partner with vendor management for invoice processing and check requests.
Calendar management, scheduling meetings/calls for internal and external participants.
Work with administrative staff to coordinate scheduling for Senior Leaders.
Manage new employee onboarding process to include coordinating interview schedules, candidate travel, secure seating, procurement of supplies and technology and ensuring the new hires completion of required training and certifications.
Demonstrate Schwab culture as a representative of the team.
Develop and maintain strong working relationships with other employees within the organization.
Act as a back-up to other administrative staff and assist with special projects, as needed.
What you have 5
years of administrative assistant experience, preferably in the financial services industry.
Bachelor's degree (preferred), or equivalent experience.
Strong organizational and administrative skills, as well as a high degree of accuracy and attention to detail.
The ability to handle sensitive and confidential information with diplomacy and discretion.
The ability to manage multiple and changing priorities, while maintaining a flexible, positive and professional attitude.
High level of proficiency in PowerPoint, Word and Excel.
Demonstrated excellent verbal and written communication.
Strong time management, planning and scheduling skills.
Proficiency with complex calendar management.
Ability and comfort with multi-tasking.
Ability to handle emergency requests with grace and aplomb.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.
Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits:
A competitive and flexible package designed to empower you for today and tomorrow.
We offer a competitive and flexible package designed to help you make the most of your life at work and at home--today and in the future.
Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an Equal 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 the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 applicantaccessibility@schwab.
com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.
At TD Ameritrade we believe People Matter.
We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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Estimated Salary: $20 to $28 per hour based on qualifications.

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