Senior Executive Assistant at Fidelity Investments

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Highly motivated and proactive individual
Proven ability to contribute consistently and positively in a high-paced, dynamic work environment
Excellent analytical, communication and interpersonal skills, with the ability to take initiative and build productive relationships
Proven ability to coordinate and lead associate driven engagement programs across multiple sites and functions
Able to maintain a high level of confidentiality
At least 2-3 years of experience providing administrative support
Ability to support multiple executives & teams simultaneously
Demonstrated ability to design, evolve and lead administrative processes & procedures
Advanced proficiency in Microsoft Office suite of products and eagerness to develop expertise in these programs
Excellent written and grammatical skills
Ability to learn new skills and adapt to new technology
Self-starter with strong sense of ownership and involvement
Willingness to get involved with the work of the larger team

Responsibilities

Lead (or co-lead) invaluable associate engagement programs including 1) FIA Associate Advocacy Council; 2) Fidelity Cares & volunteer events; 3) FIA Recognition Programs
Support 100+ FILI associates in Salt Lake City in all site-level responsibilities including coordinating and managing logistics such as space planning, conference room scheduling, obtaining computer/equipment support and office supplies
Coordinate year-end PO process for multiple vendors
Provide periodic budget, expense report, and travel management support for key members of the Client Services team
Assist with project support and reporting as needed
Perform scheduling, preparation for and administration of meetings including coordination of meeting facilities, distribution of meeting materials, and archival of meeting materials
Coordinate group related activities, events and meals

Skills

Administrative Support

Microsoft Office

Associate Engagement

Event Coordination

Process Design

Confidentiality

Communication

Interpersonal Skills

Analytical Skills

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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