Operations Specialist

Fidelity TalentSource; Westlake (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Fidelity TalentSource is seeking an Operations Specialist in Westlake, TX to accurately process Fidelity Charitable transactions. You will join a fast-paced Service Delivery team, ensuring timely processing and strong customer service.

The role requires a Bachelor's degree and 0-2 years in financial operations, with emphasis on attention to detail, communication, and the ability to work under pressure during peak Giving Season.

Qualifications

• Bachelor’s degree required.
• 0-2 years Financial Operations preferred.
• Strong verbal and written communication skills.
• Attention to detail with solid follow-through.
• Excellent organizational, planning, multi-tasking and time management abilities.
• Strong problem solving with ability to follow written procedures.
• Ability to work under pressure and meet tight deadlines.
• Ability to identify and mitigate potential risks.
• Familiarity with Fidelity systems (XTRAC, RepApp) is a plus.

Responsibilities

• Process transactions for Fidelity Charitable customer accounts accurately and timely.
• Collaborate with Service Delivery team to manage priorities and throughput.
• Maintain high standards of accuracy and tracking for aging items.
• Escalate issues and recommend process improvements to reduce risk.

Skills

Financial Operations

Communication

Attention to detail

Organizational skills

Problem solving

Work under pressure

Risk awareness

XTRAC/RepApp knowledge

Education

Bachelor's degree

Tools

XTRAC

RepApp

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Operations Specialist to work in Westlake, TX!

Fidelity Charitable helps donors improve their generosity through our donor‑advised fund. We are the nation’s top maker of grants to nonprofit organizations, distributing $17.8 billion to charities in 2025. We are looking for top notch operations processors to work on contributions, money movement and grants in Westlake, Texas; Salt Lake City, Utah; or Durham. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, so please expect to work overtime in November and December

The Expertise we’re Looking For:

• Bachelor’s degree
• 0-2 years Financial Operations preferred
• Strong and effective verbal and written communication skills
• Proven attention to detail, with good follow-through
• Strong organizational, planning, multi-tasking, time management skills
• Proven problem solving skills and ability to follow written procedures
• Ability to work under pressure and within tight deadlines
• Demonstrated ability to identify and mitigate potential areas of risk
• Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

The Purpose of Your Role

The Operations Specialist is responsible for the timely and accurate processing of transactions for Fidelity Charitable customer accounts. As a member of FC’s inclusive Service Delivery team, the Operations Specialist will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.

The Skills You Bring

• You have a high sense of urgency and understand when to escape
• Your strong and effective verbal and written communication skills
• Your very best problem-solving skills with excellent follow-through
• Your strong organizational skills, planning, and time management
• You are a team player with the ability to influence without authority
• You are flexible with overtime as requested (especially November and December - Giving Season)

The Value You Deliver

• Collaborating with internal Charitable business partners to fulfill special handling
• Employing good sound judgment in decision making or problem resolution
• Delivering a great customer experience with each interaction to help strengthen donor relationships
• Clearly understanding and articulating the full suite of Fidelity Charitable products and services
• Process high value transactions
• Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
• Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
• Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
• Maintain up-to-date procedures for those functions for which responsible

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor‑advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor‑advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising

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.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in‑house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full‑time employment as part of Fidelity’s long‑term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [e-mail] if you would like to request an accommodation.