Senior Executive Assistant

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position. 

The administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these positions are recognized by their colleagues as key members of the team. Excellent communication and organizational skills will be constantly put to the test, as will the ability to balance multiple tasks simultaneously, work through unknowns while working in a dynamic, fast-paced business environment.

The Role:

Provide advanced and diverse administrative support within the Brokerage Client Services organization.  This support will include:

• Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals

•  Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness
• Communicate on behalf of all levels of leadership both internally and externally

• Develop and maintain working relationships across business units to facilitate efficiency and problem solving
• Engage with team members to advance best practices and cross-train on new and existing tools
• Purchase supplies for the business, events, and associates
• Prepare and plan for events, both onsite and offsite- including site wide event planning, quarterly team offsites and meeting coordination

• Driving culture and community by coordinating group-related activities and events

The Expertise and Skills You Bring:

This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy.

• 3 plus years of executive administrative experience preferred.   
• Strong organizational, time-management, prioritization and project management skills. Ability to successfully build relationships and interact positively and effectively across multiple levels. Excellent written and verbal communication skills. Focus on accuracy and attention to detail.
• Collaboration, creativity, flexibility, and teamwork in scheduling meetings

• Experience in managing sensitive and confidential information 

• Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives
• Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills
• The ability to lift and move 50lbs
• A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers
• A bachelor’s degree preferred or related work experience

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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