Charles Schwab Administrative Assistant - Client Service & Support in Lone Tree, Colorado

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 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:

Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time.

We are looking for an Administrative Assistant to provide administrative support to the Vice President and Investor Services. The Administrative assistant will manage complex scheduling, expense reports and other administrative responsibilities with the utmost confidentiality. The Administrative Assistant will be a self-manager and have the self-confidence and experience to manage a complex and fast-paced leadership team.

What you’ll do:


  • The Executive Assistant will facilitate internal and external communication through phone calls, team agendas, memorandums and meeting minutes;

  • Produce basic PowerPoint presentations for the VP and members of their organization as needed;

  • Research and compile basic reports using Excel, as requested


  • Maintain time management for the VP;

  • Manage and handle any ad hoc requirements.

Expenses and Travel:

  • Arrange and manage complex travel schedules;

  • Compile and process expense reports.

Scheduling and Administrative Support:

  • Maintain Calendar;

  • Schedule phone calls;

  • Arrange in-person meetings for internal and external participants.


  • Demonstrates team spirit as a representative of the VP’s team;

  • The Administrative Assistant will maintain strong working relationships with other personnel throughout the organization;

  • Flexible and ready to assist with team events and special projects as needed;

  • Additional projects and tasks based on business needs.

What you have:

  • 8+ years of administrative assistant experience, preferably in financial services industry.

  • Bachelor’s degree or equivalent experience.

  • Strong organizational and administrative skills, as well as a high degree of accuracy and careful attention to detail.

  • Ability to think critically and provide guidance on process efficiencies

  • Ability to manage multiple and changing priorities, while maintaining a positive and professional attitude.

  • High level of proficiency in PowerPoint, Word and Excel.

  • Demonstrates excellent verbal and written communication, plus strong interpersonal skills.

  • Must have experience interacting with internal and external individuals at all levels, including senior executives, clients and vendors.

  • Ability to work in a fast paced environment and effectively prioritize workload

  • Ability to handle interactions with diplomacy.

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.

Position Located In: CO - Lone Tree