This position provides advanced administrative support to two Planning and Advice Leaders within the Fidelity Wealth organization. Your passion for execution and building relationships will serve as a foundational skill in our fast-paced regional center environment.
The Team
The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You work directly with, and provide support to, management at all levels of the company.
The Expertise We’re Looking For
5+ years administrative experience supporting leaders at varying levels of an organization
Bachelor’s degree preferred but not required
Proficiency in Microsoft Office suite of products
Detail oriented with strong communication and organizational skills
A proactive and creative approach willing to assume responsibility for a broad range of administrative projects
A self-starter with the ability to take initiative in a fast-paced environment
A consistent track record of working collaboratively and optimally with various personalities
Excellent written and verbal communication, prioritization, and organizational skills and can effectively interact with senior leadership and associates at all levels
Ability to effectively interact with all levels of management and maintain a high level of confidentiality
Able to exercise substantial sensitivity, discretion, judgment, tact, and subtlety in handling assignments that are often confidential and sophisticated in nature
Skilled in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and able to learn new programs as needed
Have a sense of ownership and can proactively identify and resolve issues, create efficiencies, work independently and are able to operate in a fast-paced environment handling multiple priorities
Detail-oriented with the proven track record to prioritize, effectively manage your time, as well as react and think quickly in a fast-paced call center environment
You will have the ability to work as an individual contributor and in a team environment
You are a self-starter, able to work independently with a strong sense of ownership and involvement.
The ability and judgment to seek clarification or assistance when needed
Moderate skills and creativity with posters, flyers, emails, and announcements
Assisting the leadership team with support including expense reporting (utilizing Concur), budgeting, HR processing, meeting correspondence, and product purchasing
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
A liaison with internal departments
Coordinating meetings internally and externally, preparation of agenda, meeting facilities, and distribution of materials
Office management including real estate space planning, maintaining office supplies, and computer/phone equipment support
Provide end to end support for meetings, on-site visits, and events
Project management and presentation development, performing other ad hoc related duties as required
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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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.

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