Senior Executive Assistant

Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with patience, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

The Administrative Assistant of Wealth Regional Centers support a leadership team and ensures that communication, Licensing, compliance and other business procedures run efficiently.

The Expertise We’re Looking For

• A bachelor's degree strongly preferred, or, secretarial certificate/ related work experience.
• 3+ years of validated experience preferably in a professional financial services environment
• Ability to be proactive and communicate efficiently with all levels
  

The Purpose of Your Role

You will deal directly with and provide support to management at all levels of the company and frequently connect with customers and business partners as well. Your excellent communications skills will be constantly put to the test, as will your ability to prioritize multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.

The Skills You Bring

• Polished executive assistant with professional maturity
• Ability to maintain a high level of confidentiality
• Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
• Good writing and grammatical skills (i.e. for generating and editing memos)
• Very diligent and possess strong communication and organizational skills
• Consistent track record to prioritize, react and think quickly
• Self-starter with strong sense of ownership and involvement is critical
• Ability to seek clarification or assistance when needed
• Desire to work as a true partner with Executive and anticipate needs
• Willingness to get involved with the work of the larger team
• You will provide periodic expense report and travel management support for the Managers and Sr leaders.
• You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.
• You will handle calendar management using Microsoft Office scheduling and coordinating meetings.
  

The Value You Deliver

• Have a high proficiency with Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
• Desire to work on ad hoc projects as required
• Flexible enough to work overtime when needed
• Self-starter with strong sense of ownership and involvement is critical
• Heavy calendar management using Microsoft Outlook
• Scheduling and coordination of meetings
• Creation of reports and high quality presentations using Excel and PowerPoint
• Coordination of domestic travel arrangements and processing expenses
• Assistance with larger group initiatives, including moves, space planning, etc.
• Special projects and other administrative duties as needed

Certifications:

Category:

Administration

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.