Executive Assistant

Job Description:

Job Description:

This position provides administrative support to two Client Services Leaders within the Fidelity Brokerage organization. Your passion for execution and building relationships will serve as a foundational skill in our fast-paced regional center environment. 

The Team 

The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You work directly with, and provide support to, management at all levels of the company. 

 
The Expertise We’re Looking For 

• 2-3 years administrative experience supporting leaders at varying levels of an organization 

• Bachelor’s degree preferred but not required 

• Proficiency in Microsoft Office suite of products 

• Detail oriented with strong communication and organizational skills 

• A proactive and creative approach willing to assume responsibility for a broad range of administrative projects 

• A self-starter with the ability to take initiative in a fast-paced environment 

• A consistent track record of working collaboratively and optimally with various personalities 

The Skills You Bring 

• Excellent written and verbal communication, prioritization, and organizational skills and can effectively interact with senior leadership and associates at all levels 

• Ability to effectively interact with all levels of management and maintain a high level of confidentiality 

• Able to exercise substantial sensitivity, discretion, judgment, tact, and subtlety in handling assignments that are often confidential and sophisticated in nature 

• Skilled in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and able to learn new programs as needed 

• Have a sense of ownership and can proactively identify and resolve issues, create efficiencies, work independently and are able to operate in a fast-paced environment handling multiple priorities 

• Detail-oriented with the proven track record to prioritize, effectively manage your time, as well as react and think quickly in a fast-paced call center environment 

• You will have the ability to work as an individual contributor and in a team environment 

• You are a self-starter, able to work independently with a strong sense of ownership and involvement. 

• The ability and judgment to seek clarification or assistance when needed 

• Moderate skills and creativity with posters, flyers, emails, and announcements 

The Value You Deliver 

• Assisting the leadership team with support including expense reporting (utilizing Concur), budgeting, HR processing, meeting correspondence, and product purchasing 

• Scheduling, preparing for and administering of meetings including coordination of meeting facilities, agendas, distribution of meeting materials and/or catering 

• Creating and updating Microsoft PowerPoint presentations, Word documents and Excel spreadsheets 

• A liaison with internal departments 

• Coordinating meetings internally and externally, preparation of agenda, meeting facilities, and distribution of materials 

• Office management including real estate space planning, maintaining office supplies, and computer/phone equipment support 

• Provide end to end support for meetings, on-site visits, and events 

• Project management and presentation development, performing other ad hoc related duties as required 

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.

Salary Grade:

1

Certifications:

Category:

Administration<