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Senior Executive Assistant

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 11 days ago

No clicks

**Senior Executive Assistant** - Provide advanced, diverse administrative support within Fidelity's Health & Stock Plan Service Technology group. Key responsibilities include proactive calendar management, meeting coordination, domestic/international travel planning, and expense reporting for multiple executives. Facilitate communication at all levels, foster internal stakeholder relationships, and drive best practices. Proficient in Microsoft Outlook, Word, PowerPoint, Excel, and MS Teams. Requires 5+ years of senior executive admin experience, proven effectiveness in communicating with senior management, and attention to detail. Bachelor's degree preferred.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Job Description:

Senior Executive Assistant

The Role Provide advanced and diverse administrative support within Fidelity Health and Stock Plan Service Technology group. 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

Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness.

Communicate on behalf of at all levels 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.


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 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.

Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.

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.

Detail-oriented, proactive, and strong organizational skills

Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.


Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills.




Your responsibilities include:

Handle and prioritize complex executive calendars across Fidelity.

Coordinate travel, prioritize expense reports, and process invoices.

Provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently.

Initiate resolution of sophisticated problems and inefficiencies.

Maintain strict confidentiality and possess a detailed knowledge of the Executives span of control and company policies and procedures.

Work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information.

Partner on agenda and presentation creation for leadership, all-hands and other key team meetings.

Prepare and format critical documents.

The Expertise and Skills You Bring

Bachelor's degree is strongly preferred but not required.

5 plus years of senior executive admin experience.

Broad understanding of company/functional policies and practices and financial industry background is highly preferred.

Polished, professional maturity and previous corporate environment experience.

Proven effectiveness in interactions and communications with senior level management.

Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks.

Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.

Detail-oriented, proactive, and strong organizational skills

Self-starter with a sense of ownership and has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance.

Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature.

Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities.

Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.

Willingness to learn and advance your skills.

Excellent written and grammatical skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).

Certifications:

Category:

Administration

Please be advised that Fidelitys 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.

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience. 

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Senior Executive Assistant

Compensation

Not specified

City: Not specified

Country: Not specified

Fidelity Investments logo
Asset Management

11 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Senior Executive Assistant** - Provide advanced, diverse administrative support within Fidelity's Health & Stock Plan Service Technology group. Key responsibilities include proactive calendar management, meeting coordination, domestic/international travel planning, and expense reporting for multiple executives. Facilitate communication at all levels, foster internal stakeholder relationships, and drive best practices. Proficient in Microsoft Outlook, Word, PowerPoint, Excel, and MS Teams. Requires 5+ years of senior executive admin experience, proven effectiveness in communicating with senior management, and attention to detail. Bachelor's degree preferred.

Full Job Description

Job Description:

Senior Executive Assistant

The Role Provide advanced and diverse administrative support within Fidelity Health and Stock Plan Service Technology group. 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

Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness.

Communicate on behalf of at all levels 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.


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 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.

Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.

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.

Detail-oriented, proactive, and strong organizational skills

Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.


Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills.




Your responsibilities include:

Handle and prioritize complex executive calendars across Fidelity.

Coordinate travel, prioritize expense reports, and process invoices.

Provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently.

Initiate resolution of sophisticated problems and inefficiencies.

Maintain strict confidentiality and possess a detailed knowledge of the Executives span of control and company policies and procedures.

Work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information.

Partner on agenda and presentation creation for leadership, all-hands and other key team meetings.

Prepare and format critical documents.

The Expertise and Skills You Bring

Bachelor's degree is strongly preferred but not required.

5 plus years of senior executive admin experience.

Broad understanding of company/functional policies and practices and financial industry background is highly preferred.

Polished, professional maturity and previous corporate environment experience.

Proven effectiveness in interactions and communications with senior level management.

Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks.

Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.

Detail-oriented, proactive, and strong organizational skills

Self-starter with a sense of ownership and has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance.

Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature.

Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities.

Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.

Willingness to learn and advance your skills.

Excellent written and grammatical skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).

Certifications:

Category:

Administration

Please be advised that Fidelitys 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.

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience. 

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search