Senior Executive Assistant

Posted 3 Days Ago
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Durham, NC, USA
In-Office
Senior level
Fintech
The Role
Provide advanced administrative support to multiple executives, including proactive calendar and meeting management, domestic and international travel planning and expense reporting, workflow coordination, cross-functional communication, and development of best practices and cross-training to support a fast-paced business environment.
Summary Generated by Built In
Job Description:

Senior Executive Assistant 

The Role 
Provide advanced and diverse administrative support within WI Stock Plan Services and Health Technology group.   In this role, you frequently will be called upon to use your interpersonal skills as you support the leaders' daily initiatives and directly interact with business partners and the team at large. You will be asked to prioritize multiple tasks simultaneously and serve as the focal point of a multifaceted, fast-paced business environment.


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
  • Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness.  
  • Communicate on behalf of at all levels 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. 

The Expertise and Skills You Bring 

  • This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy.  
  • 3 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. 
  • Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.
  • 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. 
  • Detail-oriented, proactive, and strong organizational skills
  • Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.
  • Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills.

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

  • Experienced administrative assistant demonstrating professionalism, maturity, enthusiasm, initiative, and high energy.
  • 3 years of executive administrative experience.
  • Strong organizational, time-management, prioritization, and project management skills.
  • Ability to build relationships and interact effectively across multiple levels.
  • Excellent written and verbal communication skills.
  • Focus on accuracy and attention to detail.
  • Ability to collaborate effectively in a high-volume, fast-paced environment and balance multiple priorities.
  • 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 and provide alternatives.
  • Exceptional team player who develops strong working relationships and supports team engagement and events.
  • Strong Microsoft Outlook, Word, PowerPoint, Excel, and Teams skills.

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

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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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