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Charles Schwab Inc.

Administrative Assistant

roanoke, TX

Check who can apply and the requirements below before continuing.

About this opportunity

Charles Schwab Inc. lists this Administrative Assistant opportunity in roanoke, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Your OpportunityDAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference.DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.Our opportunity:The administrative specialist provides daily support to the leaders and team members within DAFgiving360. In addition to general administrative tasks, supports calendar management for leadership, manages travel arrangements, and helps organize meetings and events. This role helps establish and maintain effective communication as well as cooperative and professional business relationships with all levels of management, employees, and key business partners.What you'll doGeneral Administrative DutiesSupport members of Sr. Management with daily needs: Calendar / Schedule, Contacts / Distribution Lists – Updates, Email, Expense Reconciliation, Faxing / Copying etc., Filing, LettersMailings for Marketing (Occasional)Phone / Conference Calls / Voicemail / MessagesReservations for lunches and dinnersPrinters and Fax Machines - Replace and Order TonerPostage Machine - Maintain Supplies and Refill FundsOrder office supplies through the Fund approved processEditing and Writing:Editing letters, presentation decks, donor correspondence for spelling and grammatical errorsConferences / Speaking EngagementsEdit PowerPoint Presentations for the management teamFedEx packages to eventsTravel Arrangements for the management teamTravel Packets for the management teamHoliday Gift OrdersMaintain Employee Phone ListMonthly Compliance FormsSchwab work order system: SSRs and FSRs when needed - for new employees or trouble ticketsStaff Meetings / Social EventsArrange meeting rooms and AV equipmentCatering for special events and lunch meetingsCelebration, Party and Event PlanningOff-site - Coordinate and plan off-site meetingsPersonal Administrative Duties for the management team(As time allows and based on impact on work demands and schedule)What You HaveTop 3 Technical SkillsIdentify the top 3 technical skills required for success in this role.Time management skills with proficiencies in planning and scheduling.Project management / organizational skills.Microsoft Suite, particularly: Outlook, PowerPoint, Excel, Teams, and SharePoint.Top 3 CompetenciesConnect with Talent Management team to discuss and identify the top 3 competencies needed for success in this role.Oral and Written CommunicationInitiative / IndependenceThoroughnessCollege degree preferred though not required. Exceptional interpersonal skills are paramount to success in this role.

Worksite address

roanoke, TX, 76262, US

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