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Senior Executive Assistant

ExperiencedVisa sponsorship available
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 13 days ago

No clicks

**Senior Executive Assistant** Support multiple executives and manage varied department needs in a dynamic, fast-paced Contact Center environment. Duties include complex calendar management, travel planning, expense reporting, meeting coordination, and office management using MS Office Suite. Requires 5+ years of experience, Bachelor's degree, strong communication skills, and the ability to handle multiple tasks simultaneously. Supports Westlake Participant Services Vice Presidents, Directors, people leaders, and the site.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Job Description:

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

The Role

We are looking for an experienced administrative professional (5 plus years) with experience supporting senior leaders and the ability to support multiple executives as well as varied department needs simultaneously. A Bachelors degree is strongly preferred, in addition to skilled experience in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and ability to learn new programs as needed.

As a member of the Fidelity Participant Services group, you will provide support to the Westlake Participant Services Vice Presidents and Directors, people leaders, and the site. Your excellent communications skills will be constantly put to the test, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced Contact Center environment.

The Expertise and Skills You Bring

Excellent written and verbal communication, prioritization, and organizational skills, with a focus on delivering accurate and timely outcomes.

Exercise utmost sensitivity, discretion, judgment, tact, and diplomacy in handling assignments that are often confidential and sophisticated in nature

Effectively interact with senior leadership and associates at all levels both in person and via remote technology.

You have a sense of ownership and can proactively identify and resolve issues, create efficiencies, and handle multiple priorities.

You are meticulous with the proven track record to multi-task, effectively manage your time, as well as react and think quickly in a fast-paced call center environment.

Take initiative on problem solving and resolution of complex problems.

Drive team morale with a positive outlook and by promoting and thriving in an inclusive environment.

Ability to work both autonomously and in a team environment as a flexible teammate.

Driving collaboration through flexibility and temperament to work independently or as part of a team with other administrative assistants is critical. We're looking for a teammate who is willing to get involved, see no task as too small, and assist the work of the larger team across a variety of other duties, including backing-up peer admin(s).

The Value You Deliver

You will work on various projects, including but not limited to:

Simplifying the management of sophisticated and constantly evolving executive calendars using Microsoft Office.

Streamlining the arrangement of detailed domestic and international travel, passport and visa application and processing expenses.

Delivering the most efficient outcomes with expense report and travel related support (book flights/hotels/transportation as needed).

Creating efficiency and effectiveness with scheduling, preparing for and administering of meetings including coordination of meeting facilities, agendas, distribution of meeting materials and/or catering.

Creating and updating Microsoft PowerPoint presentations, Word documents and Excel spreadsheets.

Office management including real estate space planning, maintaining, and ordering office supplies, handling phone equipment and support.

Help organize the team through submitting facilities and technology requests for associates, maintain and distribute monthly onsite departmental seating chart/move information.

Assistance with larger group initiatives, including moves, space planning, cost efficiency, etc.

Driving culture and community by coordinating group related activities and events

Delivering support by performing other ad hoc, project related duties as required.

The Team

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.

Fidelitys 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.

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. Candidates should limit the number of roles they apply to at any given time.

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: United States

Fidelity Investments logo
Asset Management

13 days ago

No clicks

at Fidelity Investments

ExperiencedVisa sponsorship available

**Senior Executive Assistant** Support multiple executives and manage varied department needs in a dynamic, fast-paced Contact Center environment. Duties include complex calendar management, travel planning, expense reporting, meeting coordination, and office management using MS Office Suite. Requires 5+ years of experience, Bachelor's degree, strong communication skills, and the ability to handle multiple tasks simultaneously. Supports Westlake Participant Services Vice Presidents, Directors, people leaders, and the site.

Full Job Description

Job Description:

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

The Role

We are looking for an experienced administrative professional (5 plus years) with experience supporting senior leaders and the ability to support multiple executives as well as varied department needs simultaneously. A Bachelors degree is strongly preferred, in addition to skilled experience in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and ability to learn new programs as needed.

As a member of the Fidelity Participant Services group, you will provide support to the Westlake Participant Services Vice Presidents and Directors, people leaders, and the site. Your excellent communications skills will be constantly put to the test, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced Contact Center environment.

The Expertise and Skills You Bring

Excellent written and verbal communication, prioritization, and organizational skills, with a focus on delivering accurate and timely outcomes.

Exercise utmost sensitivity, discretion, judgment, tact, and diplomacy in handling assignments that are often confidential and sophisticated in nature

Effectively interact with senior leadership and associates at all levels both in person and via remote technology.

You have a sense of ownership and can proactively identify and resolve issues, create efficiencies, and handle multiple priorities.

You are meticulous with the proven track record to multi-task, effectively manage your time, as well as react and think quickly in a fast-paced call center environment.

Take initiative on problem solving and resolution of complex problems.

Drive team morale with a positive outlook and by promoting and thriving in an inclusive environment.

Ability to work both autonomously and in a team environment as a flexible teammate.

Driving collaboration through flexibility and temperament to work independently or as part of a team with other administrative assistants is critical. We're looking for a teammate who is willing to get involved, see no task as too small, and assist the work of the larger team across a variety of other duties, including backing-up peer admin(s).

The Value You Deliver

You will work on various projects, including but not limited to:

Simplifying the management of sophisticated and constantly evolving executive calendars using Microsoft Office.

Streamlining the arrangement of detailed domestic and international travel, passport and visa application and processing expenses.

Delivering the most efficient outcomes with expense report and travel related support (book flights/hotels/transportation as needed).

Creating efficiency and effectiveness with scheduling, preparing for and administering of meetings including coordination of meeting facilities, agendas, distribution of meeting materials and/or catering.

Creating and updating Microsoft PowerPoint presentations, Word documents and Excel spreadsheets.

Office management including real estate space planning, maintaining, and ordering office supplies, handling phone equipment and support.

Help organize the team through submitting facilities and technology requests for associates, maintain and distribute monthly onsite departmental seating chart/move information.

Assistance with larger group initiatives, including moves, space planning, cost efficiency, etc.

Driving culture and community by coordinating group related activities and events

Delivering support by performing other ad hoc, project related duties as required.

The Team

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.

Fidelitys 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.

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. Candidates should limit the number of roles they apply to at any given time.

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