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Administrative Coordinator (Schwab Charitable)

Charles Schwab – Fort Worth, TX


Fort Worth - TX, TX4700A, 4700 Alliance Gateway Freeway, 76177
Lance Alan Britton

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients 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:

Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund providerhaving granted out to over 147,000 charities nationwide since inception on behalf of our donors.

At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Schwab Charitable for day-to-day activities.

Schwab Charitable Fund, an independent non-profit has approximately $15 Billion in assets under management (AUM) and is one of the nations largest donor-Advised funds. Under the direction of the Managing Director of Service & Operations this position provides administrative support for the growing Schwab Charitable organization in our Westlake, TX office with particular focus on the Learning and Development team as well as critical support for various functional areas.

What youll do:

Administrative & Management Support:

  • Support management team by scheduling and coordinating internal and external meetings and events, including multi-site all-staff meetings, departmental planning meetings, recognition events and seasonal team meals and activities
  • Support the Learning and Development team of Schwab Charitable with scheduling and coordinating training efforts, especially with new hire sourcing, interviewing and onboarding processes, in addition to other annual training requirements
  • Manage facilities, technology and supply requests for the organization

Other Departmental Support:

  • Support Service & Operations teams as needed during their busy seasons
  • Participate and support the site engagement team and their various activities (summer event and holiday party)
  • Partner with other site Administrative Coordinators for vacation, sick and other coverage
  • Assist members of management with their travel arrangements and submission of expenses
  • Assist with ad hoc projects as they become available

What you have:

Qualified candidates must possess strong organizational, writing and verbal communication skills and a passion for teamwork, service and execution. Qualified candidates should also have:

  • Bachelor s degree and/or equivalent experience
  • Strong PC skills, including demonstrated proficiency with Microsoft Word, Excel, Advanced PowerPoint, Concur, WebEx, videoconferencing and Outlook
  • Excellent written and verbal communication skills
  • Excellent time management skills and ability to juggle multiple, competing priorities, with strength in identifying and implementing solutions when applicable
  • Ability to deal with sensitive and confidential information with diplomacy and discretion, as well as a high degree of accuracy and attention to detail
  • Ability to establish and maintain effective, cooperative and professional business relationships with all levels of management, employees and key business partners
  • Ability to work both independently, as well as collaboratively within a team, depending on the task

Candidates who would be best suited for working at Schwab Charitable value the following:

  • Being on the nexus of the financial services sector and non-profit sector
  • Positive societal impact as an element in their work environment
  • A smaller more interpersonal, but structured organization
  • A sense of humor in the work environment
  • A traditional office setting with access to and support of current technology
  • Integrity as a characteristic of colleagues and management

What youll 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 [email protected]
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
If you need an accommodation in the application process, please email [email protected] or call HR Direct at 800-725-3535.

Job Specifications Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Administrative Support-6+ yrs, Administrative Support-2-5 yrs
Position Located In: TX - Westlake
Education: HS/GED
Job Type: Full Time
Activation Date: Monday, June 3, 2019
Expiration Date: Thursday, June 6, 2019
Apply Here

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