Assistant to Senior Executive - Fidelity TalentSource LLC

Job Description:

The Role

The Executive Assistant provides high-level administrative support to the Leader by managing schedules, coordinating meetings, handling correspondence, and performing various tasks to ensure the efficient operation of the President s office.

• Administrative Support: Manage the calendar, schedule appointments, and coordinate meetings.
• Travel Arrangements: Coordinate travel plans, including flights, accommodations, and itineraries (for domestic and international travel).
• Meeting Coordination: Prepare agendas and follow up on action items from meetings.
• Liaison Role: Act as a point of contact between the President and stakeholders.
• Event Planning: Assist in planning and coordinating company events and functions.
• Project Management: Handle special projects as assigned by the Leader, ensuring timely completion.
• Confidentiality: Maintain confidentiality of critical information and handle it with discretion.
• Office Management: Be responsible for the daily operations of the Head of Fidelity Fund and Investment Operations office, including managing supplies and equipment.

The Expertise and Skills You Bring

• Education: Bachelor s degree in business administration, Communications, or a related field.
• Experience:
  • Demonstrated ability in an executive assistant role, preferably supporting C-level executives.
  • Effective organizational and time-management skills, with the ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.
  • Strong written and verbal communication skills.
  • Unrivaled attention to detail and consistent delivery of the highest quality of work
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • High level of integrity and discretion.
  • Strong interpersonal skills and the ability to build relationships with internal/external partners.
  • Professional maturity and ability to efficiently work with all levels of management.
  • A self-starter with the ability to take initiative in a fast-paced environment.

Preferred qualifications

• 5+ years of experience in a similar role within the same industry.
• Familiarity with project management tools and software.
• Ability to work independently and as part of a team.
• Help leader carry out leadership vision
• Proactively support Executive and anticipate and prioritize their needs
• Handle expenses and help coordinate travel needs
• Think beyond what is asked and challenge (when appropriate) the next steps being proposed
• Help collect, coordinate, monitor, and distribute information pertinent to all levels of the business
• Support business protocols and standard processes

The Team

Fidelity Fund & Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product services.

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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,

, 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

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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

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