Fidelity Investments · 2 days ago
Senior Executive Assistant
Fidelity Investments is seeking an experienced administrative professional for the role of Senior Executive Assistant. This position requires strong organizational and process skills, as well as creativity in problem-solving to support aligned leaders and teams.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses
Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed
Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed
Communicating as liaison with other internal departments
Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials
Provide support for onsite visits and events in coordination with aligned teams
Knowledge Librarian for internal user procedure documents
Perform project related duties as needed
Qualification
Required
A bachelor's degree is preferred, or secretarial certificate with related work experience
3+ years of relevant experience preferably in a professional office environment
Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity
Ability to be proactive and communicate effectively with all levels of Fidelity
Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly
Experience with driving process improvements and demonstrate creativity in solving issues
You have unrivaled attention to detail and consistent delivery of the highest quality of work
Strong collaboration skills and enjoy working with a diverse and high performing team
Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses
Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed
Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed
Communicating as liaison with other internal departments
Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials
Provide support for onsite visits and events in coordination with aligned teams
Knowledge Librarian for internal user procedure documents
Perform project related duties as needed
Company
Fidelity Investments
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 StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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