Senior Executive Assistant jobs in United States
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Fidelity Investments · 23 hours ago

Senior Executive Assistant

Fidelity Investments is a leading financial services company, and they are seeking a Senior Executive Assistant to provide sophisticated administrative support for the Corporate Tax leaders. The role involves prioritizing multiple tasks, managing executive calendars, and supporting various administrative projects in a fast-paced environment.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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Responsibilities

Provide sophisticated administrative support for the Corporate Tax leaders and their teams
Use interpersonal skills to support the leader’s daily initiatives and directly interact with business partners and the team
Prioritize multiple tasks simultaneously in a fast-paced business environment
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 domain and chapter level offsites
Order equipment and assist in onboarding of new team members

Qualification

Executive administrative experienceFinancial industry backgroundAdvanced administrative skillsMS Office proficiencyWritten skillsInterpersonal skillsDetail-orientedOrganizational skillsTeam playerSelf-starter

Required

5+ years of senior executive admin experience
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-pace 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 domain and chapter level offsites
Ordering equipment and assisting in onboarding of new team members

Preferred

Bachelor's degree is strongly preferred, but not required
Broad understanding of company/functional policies and practices, financial industry background is highly preferred

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase