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Senior Executive Assistant

4 days ago Westlake, TX

Job Description:

The Role
This role will provide high-quality, personalized, and timely support to the Fidelity Charitable executive leadership team and will perform a broad range of functions to support and contribute to the efficiency of the company. This includes but is not limited to the following:

The Expertise and Skills You Bring

  • Administrative skills to provide daily support, while simultaneously working on other broader tasks
  • Effectively work in a high volume, fast-paced environment, managing multiple priorities
  • Detail-oriented, proactive, and possess strong organizational skills
  • Self-starter with a strong sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance
  • Have excellent writing and grammar 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)

The Value You Deliver

  • Proactively manage executive(s) calendar, understand prioritization of meetings and events, and manage and communicate changes effectively.
  • Maintain a 'client first' mentality and contribute to an exemplary client experience through all interactions with internal and external stakeholders.
  • Ensure the timely, accurate, and confidential execution of requests/tasks.
  • Manage and maintain executives' schedules (e.g., schedule meetings, and make travel and accommodation arrangements).
  • Track daily expenses and prepare weekly, monthly or quarterly reports as required.
  • Prepare documents for internal and external communications using MS Office (e.g., memos, letters, invoices, financial statements, presentations, emails, reports, and other documents as required).
  • Build and maintain relationships with business partners across Fidelity as well as external clients and vendors as needed.
  • Undertake/participate in ad hoc projects as directed by management.
  • Coordinate logistics of large internal and external meetings and events (food, rooms, AV, hotel room blocks, etc.).
  • Attend team meetings and cover for team members when absent.

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The Team

The Fidelity Charitable Administrative Team provides high-quality executive support while forming long-term, collaborative partnerships with integrity, respect, and responsibility to the Senior Leadership Team. To meet Fidelity Charitable's goals, we strive to find solutions and deliver deadline-driven support to our leaders.

Certifications:

Category:

Administration
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.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client-provided location(s): Westlake, TX
Job ID: Fidelity-2119897
Employment Type: OTHER
Posted: 2025-11-13T18:46:13

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
  • Diversity and Inclusion

    Company Videos

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