Executive Assistant to Senior Leaders – On Site

Charles Schwab; Westlake (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Paid vacation and volunteering

Sabbatical after 5 years

Parental leave and family benefits

Job summary

Charles Schwab is seeking an Executive Assistant to support the Head of Banking Operations within Operational Services. This role is on-site in Westlake, TX, and involves managing complex calendars, expenses, travel, and meeting logistics to keep Leaders productive and connected.

You will coordinate with multiple Managing Directors, prepare for meetings, and help streamline administrative processes while handling confidential information with discretion.

Qualifications

• 3+ years of administrative experience supporting senior leaders (VP, AVP, MD) in a financial services or corporate setting.
• Experience coordinating calendars, travel, and expenses across multiple locations.
• Proficient in MS Office and collaboration tools including Teams and WebEx.
• Ability to manage multiple leaders, calendars and deliverables simultaneously.

Responsibilities

• Provide administrative support to three or more Managing Directors and other Ops leaders.
• Manage calendars, expenses, and meeting coordination across leaders.
• Coordinate travel and breaks between meetings and assist with logistics.
• Anticipate needs, streamline processes, and prepare leaders for meetings.
• Submit expenses and travel in Concur per policy and deadlines.
• Coordinate meeting logistics, room bookings, and on-site activities.
• Plan team engagement events and offsites with attendee communications.
• Handle confidential information with discretion and maintain professionalism.
• Leverage Microsoft 365 Copilot and other AI productivity tools as appropriate.
• Collaborate with other Administrative Assistants and stakeholders to support leaders.

Skills

Administrative experience

Calendar management

Travel coordination

Microsoft Office

Cross-team collaboration

Tools

Microsoft Teams

WebEx

Concur booking system

Job description

Charles Schwab is seeking an Executive Assistant to support the Head of Banking Operations within Operational Services. This role is on-site in Westlake, TX, and involves managing complex calendars, expenses, travel, and meeting logistics to keep Leaders productive and connected.

You will coordinate with multiple Managing Directors, prepare for meetings, and help streamline administrative processes while handling confidential information with discretion.