Senior Executive Assistant

Posted 3 Hours Ago
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Merrimack, NH, USA
In-Office
Senior level
Fintech
The Role
Provide senior-level administrative support to Brokerage Technology executives, including complex calendar management, travel coordination, expense and invoice processing, vendor coordination, budgeting support, meeting and event organization, document preparation, onboarding, and confidential administrative projects.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Senior Executive Assistant

Job Description:

The Role

Take on a key position at Fidelity Investments, where your ability to organize and manage administrative tasks will be highly regarded. In the role of Senior Executive Assistant, you will provide support and collaborate with the leaders and their teams within the Brokerage Technology organization. You will thrive in a dynamic, fast-paced environment where your input is essential to the team’s success.

At Fidelity Investments, we recognize the remarkable skills and experiences brought by each team member. Your position as a Senior Executive Assistant will aid our continued achievements and provide you with opportunities to advance and excel within a collaborative and welcoming environment.

The Expertise and Skills You Bring

  • 3 years of varied administrative support experience, especially in a dynamic environment.
  • Outstanding verbal and written communication skills, enabling effective interaction with senior management and associates at all levels.
  • Advanced proficiency in the Microsoft Office suite, ensuring seamless task management and execution.
  • A knack for quickly learning new applications, both internal and external.
  • Meticulous attention to detail with outstanding communication and organizational capabilities.
  • Advanced ability to prioritize tasks, proactively anticipate team needs, and adapt to changing circumstances.
  • Proven track record of successful interaction with team members, both in-person and via remote technology.
  • A positive, collaborative approach with a genuine desire to contribute to an inclusive environment.
  • Dedicated with a strong sense of ownership and proactive involvement.
  • Bachelor’s degree preferred but not required.

Your Responsibilities Include:

 

  • Handle and prioritize complex executive calendars across Fidelity.
  • Coordinate travel, prioritize expense reports, and process invoices.
  • Support budgeting activities, invoice processing, vendor coordination, and expense tracking.
  • Provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently.
  • Maintain strict confidentiality and possess a detailed knowledge of the Executive’s span of control and company policies and procedures.
  • Coordinate team meetings, leadership offsites, onboarding activities, and departmental events.
  • Provide backup coverage for other administrative assistants and assist with ad hoc projects.
  • Prepare, edit, and maintain PowerPoint presentations, Excel spreadsheets, and Word documents.

The Team

Join a world-class team dedicated to establishing outstanding standards! In this role, you will be a vital member of the Brokerage Technology Organization, supporting senior leaders and associates. Your ability to navigate and thrive in a rapidly evolving environment will be crucial as you contribute to our ambitious goals

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

  • At least 3 years of varied administrative support experience, preferably in a dynamic environment
  • Outstanding verbal and written communication skills
  • Advanced proficiency with Microsoft Office
  • Ability to quickly learn new internal and external applications
  • Strong attention to detail, communication, and organizational skills
  • Advanced ability to prioritize tasks, anticipate team needs, and adapt to change
  • Successful experience interacting with team members in person and through remote technology
  • Positive, collaborative approach and commitment to an inclusive environment
  • Strong ownership and proactive involvement
  • 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.

  • Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
  • Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
  • Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.

Fidelity Investments Insights

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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.

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