Senior Executive Assistant

Job Description:

The Role
This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and the energy to get things done. An energetic and proactive approach, organizational skills and creativity problem solving are keys to success.

The Team

The Workplace Planning & Advice (WPA) team has responsibility for encouraging the WPA Function towards a world-class planning experience for our customers, achievement of strategic priorities, and strong business practices. WPA support roles partners with leaders and teams in the Westlake region as well as across the WPA field locations and Headquarters as the team implements critical initiatives supporting the Personal and Workplace Investing (PWI) Multi Year Plan.

The individuals serving on the administrative team are recognized as key members of the department for the meaningful role that they play in helping the function run efficiently. In this role, you will support certain team leaders and assist them with calendar management, booking travel, and handling travel related expenses, as well as provide general support of the corresponding organization.

The Expertise You Have

• Must have at least three years of prior administrative/executive support experience
• Microsoft Office Suite - MS Power Point
• A bachelor’s degree is preferred
• Proficiency in Microsoft Office suite of products and eagerness to develop expertise in these programs

The Skills You Bring

• You are an experienced administrative professional with previous corporate environment experience and the ability to support multiple executives as well as varied department needs simultaneously
• You have excellent written and verbal communication, prioritization, and organizational skills and can effectively interact with senior leadership and associates at all levels
• You are proficient in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and able to learn new programs as needed
• You have a sense of ownership and are able to proactively identify and resolve issues, create efficiencies, work independently and are able to operate in a high-volume environment managing multiple priorities
• You are extremely diligent and possess strong communication and organizational skills
• A flexible teammate willing to get involved and assist the larger team including backing-up peers

The Value You Deliver

• Draft and edit department and leadership written communications. Maintain (organize/update) the calendars, regular meetings, meeting agendas, and reports for key executives across sites
• Plan travel and submit expense reports, coordinate high-level onsite and offsite meetings, maintain varied data for managers, communicate regularly with team leaders on regular requirements/reports
• Submit facilities and technology requests, maintain, and distribute monthly onsite departmental seating chart/move information, maintain departmental office supplies and equipment
• Communicate with managers and executive assistants outside the department and across functions and other business units to ensure proper communication and execution of projects/meetings
• Coordinate and implement special projects as needed, assist associates with varied administrative and functional needs as requested

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.