Fidelity Investments

Senior Executive Assistant

Posted 6 Days Ago

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Durham, NC, USA

In-Office

Senior level

Fintech

The Role

Provide high-level administrative support to Vice Presidents and Directors in a fast-paced contact center: manage complex calendars, arrange domestic and international travel, process expenses, prepare presentations and documents, coordinate meetings and office space, assist with projects, and back up peer administrative staff while exercising discretion and strong communication.

Summary Generated by Built In

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 Bachelor’s 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.

Fidelity’s 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 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.

Skills Required

5+ years supporting senior leaders and multiple executives
Skilled experience with Microsoft Word, Excel, PowerPoint, Outlook
Experience managing complex executive calendars
Experience arranging detailed domestic and international travel, passport and visa processing
Experience preparing expense reports and travel-related support (booking flights/hotels/transportation)
Excellent written and verbal communication, prioritization, and organizational skills
Ability to exercise discretion, judgment, tact, and handle confidential assignments
Ability to interact effectively with senior leadership and associates at all levels (in person and via remote technology)
Ability to create and update PowerPoint presentations, Word documents, and Excel spreadsheets
Office management experience including space planning, ordering supplies, and coordinating facilities/technology requests
Ability to work autonomously and collaboratively, including backing up peer administrative staff
Bachelor's degree

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.

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.
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.
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.

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The Company

HQ: Boston, MA

58,848 Employees

Year Founded: 1946

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.