Senior Executive Assistant

Fidelity Investments Inc.; Smithfield (RI); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Fidelity Investments is seeking an experienced administrative professional to support the Institutional Client Group. This role requires strong organizational and communication skills, along with the ability to manage multiple tasks effectively in a fast-paced environment. The successful candidate will provide executive support and maintain confidentiality while coordinating various administrative tasks.

Qualifications

• 6+ years of senior executive admin experience.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in generating and editing memos and emails.

Responsibilities

• Provide administrative support to the Institutional Client Group Relationship Management Team.
• Manage client meetings and coordinate travel arrangements.
• Produce quality presentations and reports using advanced software.

Skills

Organizational skills

Communication

Problem-solving

Detail-oriented

Proactive

Education

Bachelor's degree

Tools

MS Office

Job description

Job Description:

The Role

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 Skills and Expertise You bring

• 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
• Effectively work in a high volume, face-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)
• 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

The Team

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.

Certifications:

Category:

Administration

Fidelity’s hybrid working model 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 every other week (all business days, M-F) in a Fidelity office.