Senior Executive Assistant at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor's degree strongly preferred, or secretarial certificate/related work experience
5+ years of experience preferably in a professional office environment
Strong working Microsoft Office experience (Outlook, Word, Excel, and PowerPoint), and aptitude to learn new technology quickly
Proficient with ACR submission, Concur, eReview, and DocuSign processes
Excellent writing, communication, and editing skills; attentive to details in ensuring quality and brand
Polished calm demeanor and professionalism to be proactive and collaborate with management across all levels within Fidelity; ability to maintain a high level of confidentiality
Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly
Some event planning, leadership offsites, and meeting coordination experience; in-person assistance and coordination expected
Self-starter, able to work independently with a strong sense of ownership, involvement, and resolve; comfort in seeking clarification or resolution for problem solving or troubleshooting
Flexible teammate, willing to assist the larger team across a variety of duties, including backing-up peers
Excellent communications and organizational skills; ability to balance multiple tasks in a dynamic, fast-paced environment

Responsibilities

Contribute to the onboarding experience and underlying success of new hires, transfers, and other associates and leaders joining Workplace Consulting
Troubleshoot and support with escalations; field questions and direct them to the right people
Help assigned team be more effective and efficient; create high-performing teams
Support new office standards and processes
Ensure high-quality deliverables and Fidelity's brand without compromising standards, best practices, and risk
Be agile and flexible in supporting the ever-evolving support model as business needs change

Skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

ACR submission

Concur

eReview

DocuSign

event planning

meeting coordination

time management

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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