The Role
Are you ready to make a significant impact at Fidelity Investments? Join us as a Senior Executive Assistant in Westlake, TX, and become an integral part of our dynamic team. You will support our senior enterprise leader in a highly matrixed contact center environment, ensuring flawless execution and alignment of priorities. Your proactive approach and strategic outlook will be key in driving success. Get ready to engage, collaborate, and thrive!
The Expertise and Skills You Bring
We are looking for a proactive, meticulous individual with outstanding organizational skills. You should have a consistent track record of interacting successfully with senior management and possess excellent communication abilities. Your ability to exercise discretion and judgment, while delivering on confidential and complex tasks, is crucial. Advanced administrative skills are required to support daily executive needs and various projects. You should be flexible, adaptable, and a great teammate who builds solid relationships across the company.
Specific skills and qualifications include:
- A Bachelor's degree or equivalent experience is strongly preferred, but not required.
- Must have 4 plus years of senior executive admin experience or equivalent administrative experience.
- Ideally, strong familiarity with or direct experience working in a contact center or operations environment.
- Excellent writing and grammar skills, proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).
- Self-starter with a strong sense of ownership who has the initiative to proactively identify and resolve problems and know when to seek clarification or assistance
- Ability to effectively interact with senior level management and have excellent communication skills
- Acts as a thought partner by anticipating needs and translating direction into action
- Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities
- Develops strong working relationships with colleagues across the company ranging from connection to candor with a 'we over me' mentality
- Strong abilities in event planning
- Demonstrates strong technology proficiency and a willingness to learn and adopt new systems
- Ability to flex your working style from high direction to high autonomy and levels in-between
The Team
We are a dedicated team in the Westlake Participant Services Contact Center. We deliver exceptional support to our Workplace Participant Services (WPS) General Manager and their direct reports. Our focus is on encouraging collaboration, improving communication efficiency, and driving operational excellence. We prioritize inclusivity, ensuring visibility and connection across teams. We flourish with a culture of learning and mobility, making a meaningful impact to the associates, clients and participants we serve.
Certifications:Category:AdministrationPlease 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
- 4 plus years of senior executive admin experience or equivalent
- Strong familiarity with or direct experience working in a contact center or operations environment
- Excellent writing and grammar skills
- Proficient in MS Office applications
- Ability to effectively interact with senior level management
- Strong abilities in event planning
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
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.
