Executive Assistant, Corporate Risk Management
Charles Schwab · Lone Tree, CO · 3 mo ago
HybridFull-time
About the role
This role is a high-impact opportunity for an experienced Executive Assistant who wants to operate at the center of a senior Compliance leadership team. You will serve as a trusted partner to up to four Managing Directors, helping them manage priorities, prepare for key meetings, coordinate across executive offices, and keep important work moving.
Responsibilities
- Manage complex calendars for Managing Directors with a focus on prioritization, preparation, and proactive issue resolution.
- Anticipate scheduling conflicts, protect focus time, coordinate across multiple senior calendars, and communicate clearly when priorities shift.
- Plan for practical leader needs, including travel time between meetings, preparation time, breaks, and follow-up windows.
- Cook up schedules for leaders who are traveling, including setting up 1:1s with key business partners and resolving meeting logistics quickly.
- Partner closely with other Administrative Assistants to plan leadership meetings, events, executive visits, workshops, and cross-functional engagements.
- Prepare, revise, and distribute meeting notices, agendas, support materials, and follow-up items for leadership and administrative meetings.
- Cook up room reservations, video conferencing, remote access, catering, and other meeting logistics with clear ownership and follow-through.
- Use Microsoft Teams, Office 365, audio/video conferencing, and collaboration tools to support leaders and solve issues quickly.
- Own MD travel planning, including researching travel options and costs, booking flights, hotels, cars, and transportation, and preparing complete itineraries.
- Monitor travel changes, coordinate with the travel vendor when issues arise, and keep leaders informed of impacts and alternatives.
- Submit accurate, timely expense reports after every trip and follow Schwab guidelines and corporate credit card best practices.
- Prepare polished materials using Word, Excel, PowerPoint, and Visio; maintain organization charts, contact lists, birthdays, and team information.
- Lead and coordinate team events, including logistics, food and beverage orders, transportation, reservations, and planning details.
- Cook up office supplies across locations, create UPS shipping documents, prepare packages, and manage purchasing responsibilities as requested.
- Assist with scheduling interviews and creating a professional, organized candidate experience.
- Plan and process travel arrangements for job candidates when needed.
- Support new-hire onboarding and administrative setup so leaders and teams can stay focused on business priorities.
Qualifications
- 5–10+ years of administrative or executive assistant experience, including travel planning and expense support.
- Advanced proficiency with Microsoft Office, including Word, Excel, PowerPoint, Outlook, and Teams.
- Demonstrated ability to manage complex calendars, competing priorities, and sensitive information.
- Strong written and verbal communication skills with all levels of the organization.
- High degree of discretion, professionalism, follow-through, and attention to detail.