Executive Assistant

Job Description:

This position provides advanced administrative support to Workplace Planning and Advice leaders within the Fidelity Wealth organization. Your passion for execution and building relationships will serve as a foundational skill in our fast-paced regional center environment.

The Team

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

The Expertise We’re Looking For

• 2-3 years administrative experience supporting leaders at varying levels of an organization

• Bachelor’s degree preferred but not required

• Proficiency in Microsoft Office suite of products

• Detail oriented with strong communication and organizational skills

• A proactive and creative approach willing to assume responsibility for a broad range of administrative projects

• A self-starter with the ability to take initiative in a fast-paced environment

• A consistent track record of working collaboratively and optimally with various personalities

The Skills You Bring

• Excellent written and verbal communication, prioritization, and organizational skills and can effectively interact with senior leadership and associates at all levels

• Ability to effectively interact with all levels of management and maintain a high level of confidentiality

• Able to exercise substantial sensitivity, discretion, judgment, tact, and subtlety in handling assignments that are often confidential and sophisticated in nature

• Skilled in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and able to learn new programs as needed

• Have a sense of ownership and can proactively identify and resolve issues, create efficiencies, work independently and are able to operate in a fast-paced environment handling multiple priorities

• Detail-oriented with the proven track record to prioritize, effectively manage your time, as well as react and think quickly in a fast-paced call center environment

• You will have the ability to work as an individual contributor and in a team environment

• You are a self-starter, able to work independently with a strong sense of ownership and involvement.

• The ability and judgment to seek clarification or assistance when needed

• Moderate skills and creativity with posters, flyers, emails, and announcements

The Value You Deliver

• Assisting the leadership team with support including expense reporting (utilizing Concur), budgeting, HR processing, meeting correspondence, and product purchasing

• Scheduling, preparing for and administering of meetings including coordination of meeting facilities, agendas, distribution of meeting materials and/or catering

• Creating and updating Microsoft PowerPoint presentations, Word documents, and Excel spreadsheets

• A liaison with internal departments

• Coordinating meetings internally and externally, preparation of agenda, meeting facilities, and distribution of materials

• Office management including real estate space planning, maintaining office supplies, and computer/phone equipment support

• Provide end to end support for meetings, on-site visits, and events

• Project management and presentation development, performing other ad hoc related duties as required

Certifications:

Category:

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.