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Senior Executive Assistant

AT Fidelity Investments
Fidelity Investments

Senior Executive Assistant

Westlake, TX

Job Description:

The Role

As a member of Enterprise Technology, you will provide sophisticated administrative support for the Enterprise Infrastructure and Operations leader. In this role, you frequently will be called upon to use your interpersonal skills as you support the leader's daily initiatives and directly interact with business partners and the team at large. You will be asked to prioritize multiple tasks simultaneously and serve as the focal point of a multifaceted, fast-paced business environment.

Your responsibilities include:

  • Handle and prioritize complex executive calendars across Fidelity
  • Coordinate travel, prioritize expense reports, and process invoices
  • Provide support in various administrative projects, assisting executives by taking ownership for complex details and execute independently
  • Initiate resolution of sophisticated problems and inefficiencies
  • Maintain strict confidentiality and possess a detailed knowledge of the Executive's span of control and company policies and procedures
  • Work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information
  • Partner on agenda and presentation creation for leadership, all-hands and other key team meetings
  • Prepare and format critical documents

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The Expertise and Skills You Bring

  • Bachelor's degree is strongly preferred, but not required
  • 5+ years of senior executive admin experience
  • Broad understanding of company/functional policies and practices, financial industry background is highly preferred
  • Polished, professional maturity and previous corporate environment experience
  • Proven effectiveness in interactions and communications with senior level management
  • Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks
  • Collaborates effectively in a high volume, fast-pace environment, balancing multiple priorities
  • Detail-oriented, proactive, and strong organizational skills
  • Self-starter with a sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance
  • Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature
  • Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities
  • Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events
  • Willingness to learn and advance your skills
  • Excellent written and grammatical skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook)

Note: Fidelity is not providing immigration sponsorship for this position

The Team

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

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-2111664
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.