Senior Executive Assistant

Job Description:

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 their group, department, or interpersonal team.  You will work directly with, and provide support to, management at all levels of the company and frequently share best practices. 

As an important member of the FI/FBOT IWMS Admin Team, you will provide comprehensive administrative support to the Institutional Client Group (ICG) Relationship Management Team. In this role, you will support team members with day-to-day administrative needs and directly interact with business partners. You will be asked to prioritize multiple tasks simultaneously and serve as the point of contact in a multifaceted, fast-paced business environment. 

The Expertise You Have 

• Bachelor's degree is strongly preferred, but not required 

• Must have 6 years of senior executive admin experience or equivalent administrative experience 

• This position requires a broad understanding of company/functional policies and practices, financial industry background is highly preferred but not required 

The Skills You Bring 

• Effectively work in a high volume, fast-pace 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 problems and know when to seek clarification or assistance 

• Have the ability to exercise sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and complex in nature 

• Proven track record to effectively interact with senior level management and have excellent communication skills 

• Advanced administrative skills to provide daily executive support, while simultaneously working on administrative projects and other broader tasks 

• Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities 

• A teammate who develops strong working relationships with colleagues across the company 

• Willing to learn and advance your skills 

• 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 

• Provide administrative operational support to executive team members 

• Coordinate client facing meetings 

• Coordinate travel, organize expense reports, and process invoices 

• Provide support in various administrative projects, assisting executives by taking responsibility for complex details and execute independently 

• Initiate resolution of complex problems and inefficiencies 

• Maintain confidentiality and possess a thorough knowledge of the Executive’s span of control and company policies and procedures 

• Work with advanced spreadsheets, databases, and word processing software packages to support executives by creating quality presentations, reports and current data and information 

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.