The Administrative Assistant of Personal Investing Regional Centers supports leadership at all levels and ensures that communication, Licensing, compliance and other business procedures run effectively and efficiently.
The Expertise We’re Looking For
- A bachelor's degree strongly preferred, or, secretarial certificate/ related work experience.
- 3+ years of meaningful experience preferably in a professional environment
- Ability to form relationships and be proactive while communicating effectively with all levels
The Purpose of Your Role
You will deal directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well. Your excellent communications skills will be constantly demonstrated, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.
The Expertise and Skills You Bring
- A bachelor's degree strongly preferred, or secretarial certificate/ related work experience.
- 3+ years of validated experience preferably in a professional financial services environment
- Ability to be proactive and communicate efficiently with all levels
- Ability to maintain a high level of confidentiality
- Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
- Good writing and grammatical skills (i.e. for generating and editing memos)
- Consistent track record to prioritize, react and think quickly
- Self-starter with strong sense of ownership and involvement is critical
- Ability to seek clarification or assistance when needed
- Willingness to get involved with the work of the larger team
- You will provide periodic expense report and travel management support for the Managers and Sr leaders.
- You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.
- You will handle calendar management using Microsoft Office scheduling and coordinating meetings.
- Desire to work on ad hoc projects as required
- Flexible enough to work overtime when needed
- Creation of reports and high-quality presentations using Excel and PowerPoint
- Assistance with larger group initiatives, including moves, space planning, etc.
The Value You Deliver
- Polished attitude with professional maturity and positive character
- Have a high proficiency with Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
- Must be detail-oriented and possess strong communication and interpersonal skills
- Confirmed ability to prioritize, react and think quickly
- Desire to work on ad hoc projects as needs arise
- Excellent writing and grammatical skills (i.e. for generating and editing memos)
- Must be flexible enough to work overtime when needed
- Self-starter with strong sense of ownership and involvement is essential
- Heavy calendar management utilizing Microsoft Outlook
- Scheduling and coordination of meetings
- Creation of reports and high quality presentations utilizing Excel and PowerPoint
- Coordination of domestic travel arrangements and processing expenses
- Assistance with larger group initiatives, including moves, space planning, etc.
- Special projects and other administrative duties as needed
How Your Work Impacts the Organization
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 communications skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously serving as a focal point of a dynamic, fast-paced business environment.
Certifications:Category:AdministrationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
