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 communications 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 Expertise and Skills You Bring
- A bachelor's degree strongly preferred, or secretarial certificate/ related work experience.
- 5 plus years of experience preferably in a professional office environment.
- Strong working Microsoft Office experience (Outlook, Word, Excel, and PowerPoint), and have the aptitude to learn new technology quickly.
- Proficient with ACR submission, Concur, eReview and DocuSign processes.
- Excellent writing, communication and editing skills, be attentive to details in ensuring quality and brand.
- Have a polished calm demeanor and professionalism to be proactive and collaborate with management across all levels within Fidelity; as well as the ability to maintain a high level of confidentiality.
- Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly.
- Some event planning, leadership offsites and meeting coordination required; In-person assistance and coordination will be expected when leadership, clients, or internal visitors are in town.
- A self-starter, able to work independently with a strong sense of ownership, involvement, and resolve. Comfort in seeking clarification or resolution when asked to assist with problem solving or troubleshooting issues.
- 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.
- Contribute to the onboarding experience and underlying success of new hires, transfers and other associates and leaders joining Workplace Consulting.
- Troubleshoot and support with escalations. Field questions and direct them to the right people.
- Help your assigned team be more effective and efficient; create high performing teams.
- Support new office standards and processes.
- Ensure high quality deliverables and Fidelity's brand without compromising standards, best practices, and risk.
- Be agile and flexible in supporting the ever-evolving support model as our business needs continue to change over time.
The FWC consists of 600 consulting professionals with offices across 12 major cities who help clients stay competitive, innovate on strategic solutions, and solve problems ranging from benefits design, strategy, funding, communication and delivery to talent management and people analytics.
Workplace Consulting is responsible for bringing innovative solutions and products to our clients.
We help employers assess and improve the effectiveness of their benefit and rewards programs, engage employees, and design and implement successful workforce and planning strategies that deliver measurable return on investment. As the workplace landscape evolves, we do too.
We help clients solve complex (or simple) workplace problems.
- We look to provide clients with a different perspective to their situation by offering comprehensive solutions leveraging exclusive intelligence from the clients and participants we serve.
- We strive to expand on the trusted and proven relationships which helps to understand a client’s history, goals and challenges while reducing the time and effort to achieve desired results.
- The leading principle we strive for every day is customer obsessed.
We can provide a better return on the client’s benefits investment where our implemented solutions will provide a state of continuous improvement and affordability to drive value for them and their participants.
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
- Bachelor's degree or secretarial certificate/related work experience
- 5+ years of experience (preferably in a professional office environment)
- Strong working knowledge of Microsoft Outlook, Word, Excel, and PowerPoint
- Proficiency with ACR submission, Concur, eReview, and DocuSign processes
- Excellent writing, communication, and editing skills with attention to brand and quality
- Ability to maintain a high level of confidentiality and professionalism
- Effective time management and ability to prioritize multiple tasks simultaneously
- Event planning, leadership offsite coordination, and in-person meeting support when visitors are in town
- Self-starter who can work independently, troubleshoot issues, and support team members
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.
