Onsite Executive Assistant to Senior Leaders | Banking Ops

Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Charles Schwab Corporation in Westlake, Texas is seeking an Executive Assistant to support the Head of Banking Operations within Operational Services and several Managing Directors. You will manage calendars, travel, expenses, and coordination of meetings to keep leaders productive.

This role requires high organization, discretion, and fluency with Microsoft 365 tools. You will collaborate with assistants across the firm to deliver seamless support and drive efficient operations.

Qualifications

• 3+ years of administrative experience supporting senior leaders (VP, AVP, Managing Director) in a financial services or corporate environment preferred.
• Experience supporting senior leaders who manage multiple teams across multiple locations.
• Ability to manage multiple leaders, calendars, tasks, and deliverables all at once.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfortable with Microsoft Teams and WebEx.

Responsibilities

• Act as Administrative Assistant to three or more Managing Directors, with additional ad-hoc Ops leader support as required.
• Provide comprehensive administrative support, including managing calendars, expenses, and meeting and engagement coordination.
• Organize leader personal requirements, such as coordinating travel time between meetings and breaks throughout the day.
• Anticipate needs and streamline processes, manage competing priorities, and ensure leaders are prepared for meetings and deliverables.
• Manage and submit expenses and travel activity through the Concur booking system in line with corporate policies.
• Coordinate logistics for meetings including schedules, room booking, and coordinating with facilities teams.
• Plan team engagements and offsite activities, including restaurant reservations and communications for attendees.
• Handle confidential information with discretion and collaborate with other Administrative Assistants to organize meetings and events.

Skills

Executive support

Calendar management

Multitasking

Communication

MS Office

Tools

Microsoft Office Suite

Microsoft Teams

WebEx

Job description

Charles Schwab Corporation in Westlake, Texas is seeking an Executive Assistant to support the Head of Banking Operations within Operational Services and several Managing Directors. You will manage calendars, travel, expenses, and coordination of meetings to keep leaders productive.

This role requires high organization, discretion, and fluency with Microsoft 365 tools. You will collaborate with assistants across the firm to deliver seamless support and drive efficient operations.