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 communication and organizational skills will be constantly put to the test, as will the ability to balance multiple tasks simultaneously, work through unknowns while working in a dynamic, fast-paced business environment.
The Role:Provide advanced and diverse administrative support within the Brokerage Client Services organization. This support will include:
- Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals
- Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness
- Communicate on behalf of all levels of leadership both internally and externally
- Develop and maintain working relationships across business units to facilitate efficiency and problem solving
- Engage with team members to advance best practices and cross-train on new and existing tools
- Purchase supplies for the business, events, and associates
- Prepare and plan for events, both onsite and offsite- including site wide event planning, quarterly team offsites and meeting coordination
- Driving culture and community by coordinating group-related activities and events
This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy.
- 3 plus years of executive administrative experience preferred.
- Strong organizational, time-management, prioritization and project management skills. Ability to successfully build relationships and interact positively and effectively across multiple levels. Excellent written and verbal communication skills. Focus on accuracy and attention to detail.
- Collaboration, creativity, flexibility, and teamwork in scheduling meetings
- Experience in managing sensitive and confidential information
- Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives
- Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills
- The ability to lift and move 50lbs
- A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers
- A bachelor’s degree preferred or related work experience
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Category:AdministrationSkills Required
- 3 or more years of executive administrative experience
- Strong organizational, time-management, prioritization, and project management skills
- Ability to build relationships and interact effectively across multiple organizational levels
- Excellent written and verbal communication skills
- Accuracy and attention to detail
- Collaboration, creativity, flexibility, and teamwork in scheduling meetings
- Experience managing sensitive and confidential information
- Initiative and follow-through to identify and resolve obstacles or conflicts
- Strong Microsoft Outlook, Word, PowerPoint, Excel, and Microsoft Teams skills
- Ability to lift and move 50 pounds
- Flexible teamwork and willingness to assist with varied duties and back up peers
- Bachelor's degree or related work experience
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.
Fidelity Investments Insights
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.
