Executive Assistant at Fidelity Investments

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor's degree strongly preferred, or secretarial certificate/related work experience
3+ years of meaningful/validated experience, preferably in a professional financial services environment
Ability to form relationships and be proactive while communicating effectively with all levels
Ability to maintain a high level of confidentiality
Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
Good/excellent writing and grammatical skills (e.g., for generating and editing memos)
Consistent track record to prioritize, react, and think quickly
Self-starter with strong sense of ownership and involvement
Ability to seek clarification or assistance when needed
Willingness to get involved with the work of the larger team
Polished attitude with professional maturity and positive character
Detail-oriented with strong communication and interpersonal skills
Desire to work on ad hoc projects as needs arise
Flexible enough to work overtime when needed
Hybrid work availability (onsite every other week, M-F, unless remote or fully onsite)

Responsibilities

Support leadership at all levels, ensuring effective communication, licensing, compliance, and business procedures
Deal directly with management, customers, and business partners
Provide periodic expense report and travel management support for Managers and Sr. leaders
Handle office management, including maintaining office supplies and acquiring computer/equipment support
Manage calendars using Microsoft Outlook
Schedule and coordinate meetings
Create reports and high-quality presentations using Excel and PowerPoint
Assist with larger group initiatives, including moves and space planning
Coordinate domestic travel arrangements and process expenses
Handle special projects and other administrative duties as needed

Skills

Microsoft Office

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Calendar Management

Expense Reporting

Travel Management

Office Management

Administrative Support

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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