Administrative Assistant

DAFgiving
360™ 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.

DAFgiving
360 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 DAFgiving
360 for day-to-day activities.

The administrative specialist provides daily support to the leaders and team members within DAFgiving
360. 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 do

General Administrative Duties

• Support members of Sr. Management with daily needs:
  Calendar / Schedule, Contacts / Distribution Lists – Updates, Email, Expense Reconciliation, Faxing / Copying etc., Filing, Letters
• Mailings for Marketing (Occasional)
• Phone / Conference Calls / Voicemail / Messages
• Reservations for lunches and dinners
• Printers and Fax Machines
  - Replace and Order Toner
• Postage Machine
  - Maintain Supplies and Refill Funds
• Order office supplies through the Fund approved process

Editing and Writing:

• Editing letters, presentation decks, donor correspondence for spelling and grammatical errors

Conferences / Speaking Engagements

• Edit PowerPoint Presentations for the management team
• Fed Ex packages to events
• Travel Arrangements for the management team
• Travel Packets for the management team
• Holiday Gift Orders
• Maintain Employee Phone List
• Monthly Compliance Forms
• Schwab work order system: SSRs and FSRs when needed - for new employees or trouble tickets

Staff Meetings / Social Events

• Arrange meeting rooms and AV equipment
• Catering for special events and lunch meetings
• Celebration, Party and Event Planning
• Off-site
  - Coordinate and plan off-site meetings

Personal Administrative Duties for the management team

(As time allows and based on impact on work demands and schedule)

Top 3 Technical Skills

Identify the top 3 technical skills required for success in this role.

Top 3 Competencies

Connect with Talent Management team to discuss and identify the top 3 competencies

needed for success in this role.

College degree preferred though not required. Exceptional interpersonal skills are paramount to success in this role.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance