Senior Executive Assistant

Posted Yesterday
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Boston, MA, USA
In-Office
85K-115K Annually
Senior level
Fintech
The Role
Provide high-level administrative support to the Head of Strategy and Planning: manage complex calendars, coordinate meetings, events and cross-functional programs, refine business operations, prepare materials, handle confidential information, prioritize competing tasks, and liaise with senior leaders across the brokerage and enterprise using strong communication and organizational skills.
Summary Generated by Built In
Job Description:

The Role

Welcome to our team of administrative support for the Retail Brokerage Business. In this role, you will provide top-tier administrative support to the Head of Strategy and Planning.


The role requires excellent communications skills and the ability to prioritize tasks as you serve as a focal point of a multifaceted, fast-paced organization working closely with senior business and strategy leaders across the enterprise. As a key member of the Strategy and Planning team, you will influence the outcomes of the team by assisting with key meetings, events, programs, and serving as a critical point of contact and coordinator with large-scale efforts.  Bringing strong relationship management skills, you will help coordinate critical leadership and business management routines across the brokerage organization as well as act as an integrator with efforts that span strategy and planning teams across the enterprise as well as across the brokerage business groups.


In addition to above, this administrative leader will play an essential part in helping continue to refine the foundational business operations that were established when Brokerage became a new business unit just two years ago.


The Expertise and Skills You Bring


  • A bachelor’s degree strongly preferred
  • 5 plus years of demonstrated experience supporting senior leaders within a corporate environment
  • Experience managing complex calendars preferred
  • Highly motivated and extremely proactive
  • Ability to multi-task and adjust to rapidly shifting priorities
  • Highly collaborative mindset and flexible to tackle new tasks
  • Detail-oriented with strong organizational skills
  • Strong Microsoft Office software knowledge (Outlook, Word, Excel, and PowerPoint)
  • Effective time management skills with ability to prioritize and handle multiple tasks simultaneously
  • Comfort with tight deadlines and ability to work effectively under time constraints and pressure.
  • Willingness to utilize resources to problem-solve
  • Ability to work independently and be flexible
  • Strong written and verbal communication skills
  • Ability to effectively interact with various levels of management within the organization.
  • Trustworthy with highly confidential material
  • Flexible and willing to assist with a variety of other duties, as needed; Willing to adjust work style to suit an evolving organization
  • Professional and friendly demeanor, strong ability to develop and foster relationships across broad set of partners

The Team

The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized and valued by their colleagues as key members of their group, department, or organizational team. You work directly with, and provide support to, management at all levels of the company and frequently deal directly with business partners as well.

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.

The base salary range for this position is $85,000 - $115,000 per year.  

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:Administration

Skills Required

  • 5+ years supporting senior leaders in a corporate environment
  • Experience managing complex calendars
  • Bachelor's degree
  • Strong Microsoft Office knowledge (Outlook, Word, Excel, PowerPoint)
  • Excellent written and verbal communication skills
  • Effective time management and ability to prioritize multiple tasks
  • Ability to multi-task and adjust to rapidly shifting priorities
  • Detail-oriented with strong organizational skills
  • Trustworthy with highly confidential material
  • Highly motivated, proactive, and able to work independently
  • Highly collaborative mindset and ability to interact with various levels of management
  • Flexible and willing to assist with a variety of duties and tight deadlines

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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