
Giving Specialist, Charitable Operations
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 strategies. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. 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.
Ability to work in a fast paced environment
Minimum of 5 years employment experience (background in financial services, specifically with Charles Schwab, Inc., or the non-profit sector highly desired)
High confidence level with financial services and trading operations
MS Word
Customer Service skills
Time Management Skills
Data entry skills
MS Excel skills
Process Improvement
Driven and self-motivated
Communication Skills
Problem-Solving
Flexibility/Adaptability
Detail oriented and highly organized
Multi tasker
According to JobzMall, the average salary range for a Giving Specialist, Charitable Operations in 650 S Westlake Blvd, Thousand Oaks, CA 91362, USA is $37,000 - $62,000 per year. This range may vary depending on the size of the organization, the location, the level of experience, and other factors. Additionally, the salary may also be negotiable depending on the qualifications and experience of the applicant.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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