Charles Schwab

Giving Specialist, Charitable Operations

Charles Schwab

650 S Westlake Blvd, Thousand Oaks, CA 91362, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 650 S Westlake Blvd, Thousand Oaks, CA 91362, USA
Job Qualifications
  • 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

Required Skills
  • MS Word

  • Customer Service skills

  • Time Management Skills

  • Data entry skills

  • MS Excel skills

Soft Skills
  • Process Improvement

  • Driven and self-motivated

  • Communication Skills

  • Problem-Solving

  • Flexibility/Adaptability

  • Detail oriented and highly organized

  • Multi tasker

Compensation

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.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 29th, 2021
Apply BeforeJune 9th, 2026
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About Charles Schwab

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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