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Fidelity Investments

Senior Executive Assistant

Reposted 9 Hours Ago
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In-Office
4 Locations
60K-92K Annually
Senior level
In-Office
4 Locations
60K-92K Annually
Senior level
Provide high-level administrative support to Corporate Accounting and Tax leaders, managing complex calendars, travel, expenses, presentations, confidential materials, meetings, and projects. Coordinate events, quarterly reporting and certifications, onboarding, vendor interactions, and office needs while collaborating across teams in a fast-paced corporate environment.
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Job Description:

Senior Executive AssistantThe Role

As a member of Corporate Accounting and Tax, you will provide sophisticated administrative support for several leaders within Corporate Accounting and Tax, as well as ancillary support for their teams.  In this role, you frequently will be called upon to use your interpersonal skills as you support the daily initiatives of the leaders and directly interact with business partners and the team at large. You will be asked to prioritize multiple tasks simultaneously and serve as the focal point of a multifaceted, fast-paced business environment.

The Expertise and Skills You Bring
  • Bachelor's degree is strongly preferred but not required.

  • 5+ years of senior executive admin experience.

  • Broad understanding of company/functional policies and practices, financial industry background is highly preferred.

  • Polished, professional maturity and previous corporate environment experience.

  • Proven effectiveness in interactions and communications with senior level management.

  • Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks.

  • Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.

  • Detail-oriented, proactive, and strong organizational skills.

  • Self-starter with a sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance.

  • Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature.

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

  • Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.

  • Willingness to learn and advance your skills.

  • Excellent written and grammatical 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).

  • Handle and prioritize complex executive calendars across Fidelity.

  • Coordinate travel, process expense reports and invoices.

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

  • Initiate resolution of sophisticated problems and inefficiencies.

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

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

  • Partner on agenda and presentation creation for leadership, all-hands and other key team meetings.

  • Prepare and format critical documents.

  • Support coordination of quarterly leadership meetings and meetings with external auditors and other vendors.

  • Assist in event planning for the team as needed.

  • Maintain quarterly certification process for internal associates as needed.

  • Aide the team in meeting certain monthly and quarterly reporting deadlines.

  • Support domain and chapter level offsites.

  • Ordering equipment and assisting in onboarding of new team members.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The administrative staff at Fidelity plays a vital role in the company's success, and those 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 well.

The base salary range for this position is $60,000 - $92,000 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.

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.

Certifications:

Category:Administration

Top Skills

Excel
Microsoft Teams
Microsoft Word
MS Office
Outlook
PowerPoint
Sharepoint
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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