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Senior Executive Assistant

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 6 days ago

No clicks

**Senior Executive Assistant - Fidelity Investments, Westlake, TX** Support senior enterprise leader in a fast-paced, matrixed contact center. Proactively manage priorities, drive success, and build solid relationships. Key responsibilities include: - Exceptional organizational skills and 4+ years senior executive admin experience - Strong communication abilities, excellent writing and grammar, proficient in MS Office suite (SharePoint, Office Teams, Word, Excel, PowerPoint, and Outlook) - Event planning, ability to act as a thought partner, flexible work style, and willingness to adapt to different priorities - Familiarity with contact center or operations environment, advanced administrative skills, and strong technology proficiency Create significant impact at Fidelity Investments, while collaborating with a dedicated, inclusive team focused on operational excellence. Learn more about Fidelity's benefits and diverse work environment.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Job Description:

The Role

Are you ready to make a significant impact at Fidelity Investments? Join us as a Senior Executive Assistant in Westlake, TX, and become an integral part of our dynamic team. You will support our senior enterprise leader in a highly matrixed contact center environment, ensuring flawless execution and alignment of priorities. Your proactive approach and strategic outlook will be key in driving success. Get ready to engage, collaborate, and thrive!


The Expertise and Skills You Bring

We are looking for a proactive, meticulous individual with outstanding organizational skills. You should have a consistent track record of interacting successfully with senior management and possess excellent communication abilities. Your ability to exercise discretion and judgment, while delivering on confidential and complex tasks, is crucial. Advanced administrative skills are required to support daily executive needs and various projects. You should be flexible, adaptable, and a great teammate who builds solid relationships across the company.


Specific skills and qualifications include:


  • A Bachelor's degree or equivalent experience is strongly preferred, but not required.
  • Must have 4 plus years of senior executive admin experience or equivalent administrative experience.
  • Ideally, strong familiarity with or direct experience working in a contact center or operations environment.
  • Excellent writing and grammar skills, proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).
  • Self-starter with a strong sense of ownership who has the initiative to proactively identify and resolve problems and know when to seek clarification or assistance
  • Ability to effectively interact with senior level management and have excellent communication skills
  • Acts as a thought partner by anticipating needs and translating direction into action
  • Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities
  • Develops strong working relationships with colleagues across the company ranging from connection to candor with a 'we over me' mentality
  • Strong abilities in event planning
  • Demonstrates strong technology proficiency and a willingness to learn and adopt new systems
  • Ability to flex your working style from high direction to high autonomy and levels in-between

The Team

We are a dedicated team in the Westlake Participant Services Contact Center. We deliver exceptional support to our Workplace Participant Services (WPS) General Manager and their direct reports. Our focus is on encouraging collaboration, improving communication efficiency, and driving operational excellence. We prioritize inclusivity, ensuring visibility and connection across teams. We flourish with a culture of learning and mobility, making a meaningful impact to the associates, clients and participants we serve.

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 USD

City: Not specified

Country: United States

Fidelity Investments logo
Asset Management

6 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Senior Executive Assistant - Fidelity Investments, Westlake, TX** Support senior enterprise leader in a fast-paced, matrixed contact center. Proactively manage priorities, drive success, and build solid relationships. Key responsibilities include: - Exceptional organizational skills and 4+ years senior executive admin experience - Strong communication abilities, excellent writing and grammar, proficient in MS Office suite (SharePoint, Office Teams, Word, Excel, PowerPoint, and Outlook) - Event planning, ability to act as a thought partner, flexible work style, and willingness to adapt to different priorities - Familiarity with contact center or operations environment, advanced administrative skills, and strong technology proficiency Create significant impact at Fidelity Investments, while collaborating with a dedicated, inclusive team focused on operational excellence. Learn more about Fidelity's benefits and diverse work environment.

Full Job Description

Job Description:

The Role

Are you ready to make a significant impact at Fidelity Investments? Join us as a Senior Executive Assistant in Westlake, TX, and become an integral part of our dynamic team. You will support our senior enterprise leader in a highly matrixed contact center environment, ensuring flawless execution and alignment of priorities. Your proactive approach and strategic outlook will be key in driving success. Get ready to engage, collaborate, and thrive!


The Expertise and Skills You Bring

We are looking for a proactive, meticulous individual with outstanding organizational skills. You should have a consistent track record of interacting successfully with senior management and possess excellent communication abilities. Your ability to exercise discretion and judgment, while delivering on confidential and complex tasks, is crucial. Advanced administrative skills are required to support daily executive needs and various projects. You should be flexible, adaptable, and a great teammate who builds solid relationships across the company.


Specific skills and qualifications include:


  • A Bachelor's degree or equivalent experience is strongly preferred, but not required.
  • Must have 4 plus years of senior executive admin experience or equivalent administrative experience.
  • Ideally, strong familiarity with or direct experience working in a contact center or operations environment.
  • Excellent writing and grammar skills, proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).
  • Self-starter with a strong sense of ownership who has the initiative to proactively identify and resolve problems and know when to seek clarification or assistance
  • Ability to effectively interact with senior level management and have excellent communication skills
  • Acts as a thought partner by anticipating needs and translating direction into action
  • Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities
  • Develops strong working relationships with colleagues across the company ranging from connection to candor with a 'we over me' mentality
  • Strong abilities in event planning
  • Demonstrates strong technology proficiency and a willingness to learn and adopt new systems
  • Ability to flex your working style from high direction to high autonomy and levels in-between

The Team

We are a dedicated team in the Westlake Participant Services Contact Center. We deliver exceptional support to our Workplace Participant Services (WPS) General Manager and their direct reports. Our focus is on encouraging collaboration, improving communication efficiency, and driving operational excellence. We prioritize inclusivity, ensuring visibility and connection across teams. We flourish with a culture of learning and mobility, making a meaningful impact to the associates, clients and participants we serve.

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