Job Description:
The Role
This role will provide high-quality, personalized, and timely support to the Fidelity Charitable executive leadership team and will perform a broad range of functions to support and contribute to the efficiency of the company. This includes but is not limited to the following:
The Expertise and Skills You Bring
Administrative skills to provide daily support, while simultaneously working on other broader tasks
Effectively work in a high volume, fast-paced environment, managing multiple priorities
Detail-oriented, proactive, and possess strong organizational skills
Self-starter with a strong sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance
Have excellent writing and grammar skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook)
The Value You Deliver
Proactively manage executive(s) calendar, understand prioritization of meetings and events, and manage and communicate changes effectively.
Maintain a 'client first' mentality and contribute to an exemplary client experience through all interactions with internal and external stakeholders.
Ensure the timely, accurate, and confidential execution of requests/tasks.
Manage and maintain executives’ schedules (e.g., schedule meetings, and make travel and accommodation arrangements).
Track daily expenses and prepare weekly, monthly or quarterly reports as required.
Prepare documents for internal and external communications using MS Office (e.g., memos, letters, invoices, financial statements, presentations, emails, reports, and other documents as required).
Build and maintain relationships with business partners across Fidelity as well as external clients and vendors as needed.
Undertake/participate in ad hoc projects as directed by management.
Coordinate logistics of large internal and external meetings and events (food, rooms, AV, hotel room blocks, etc.).
Attend team meetings and cover for team members when absent.
The Team
The Fidelity Charitable Administrative Team provides high-quality executive support while forming long-term, collaborative partnerships with integrity, respect, and responsibility to the Senior Leadership Team. To meet Fidelity Charitable’s goals, we strive to find solutions and deliver deadline-driven support to our leaders.
Certifications:
Category:
AdministrationMost 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.