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Senior Executive Assistant

AT Fidelity Investments
Fidelity Investments

Senior Executive Assistant

Westlake, TX

Job Description:

In this role as a key member of the Workplace Investing Relationship Management team, you will be providing comprehensive support to the SVP of Relationship Management. You will need to be able to perform your duties while working in a fast paced and dynamic environment!

The Expertise You Have

  • Bachelor's degree as well as 5+ years of progressive work experience supporting high level executive
  • Excellent verbal and written communication skills including the ability to successfully interact with all levels of senior management and associates
  • Advanced proficiency in Microsoft Office suite of products
  • Comfort level with Sharepoint is preferred

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The Skills You Bring

  • Polished executive assistant with proven previous corporate environment experience
  • Extremely detail-oriented and possess strong communication and organizational skills
  • Advanced ability to multi-task and proactively anticipate the needs of executives
  • Effectively interact with senior level management as well as associates
  • Proven track record of working cooperatively and effectively with various personalities
  • Self-starter with a strong sense of ownership and involvement

The Value You Deliver

  • Advanced management of complex calendar
  • Advanced arrangement of detailed travel and processing expenses
  • Assisting with special projects related to the WI Relationship Management team
  • Organizing and managing senior relationship management offsites
  • Back up and assist other administrative team members to ensure consistent, effective administrative coverage
  • Creation and editing of Microsoft PowerPoint presentations, Word documents and Excel spreadsheets
  • Advanced coordination of meetings, including agenda development, arranging technical support, and catering

Certifications:

Category:

Administration
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Westlake, TX, USA
Job ID: Fidelity-2112641
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.