Retirement Plan Advisor- Montgomery County
EmpowerFull Time
Mid-level (3 to 4 years)
Merrimack, New Hampshire, United States
Key technologies and capabilities for this role
Common questions about this position
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
A Bachelor’s Degree in Mathematics, Finance or Business or equivalent work experience is required. Defined Benefit knowledge and experience or related transaction processing experience is preferred.
The role requires strong analytical and intuitive skills, strong interpersonal skills, attention to detail, strong written and verbal communication skills, and strong PC software skills in Excel, Outlook, and Word.
The Senior Administrator works under limited direction in a multi-client environment, providing job coaching and mentoring to junior processors, monitoring work queues, and serving as a subject matter expert on assigned clients while supporting internal teams.
Strong candidates will have Defined Benefit experience, a positive 'can do' work ethic, ability to coach others, high integrity for handling confidential data, and the ability to adapt to evolving environments while meeting timeliness and accuracy goals.
Investment management and financial services provider
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.