JobsExecutive AssistantRaleighSenior Executive Assistant
Fidelity Investments
Posted yesterday · Jobs at Fidelity Investments
Senior Executive Assistant
Fidelity Investments · Durham, North Carolina, United States
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In short
Provide comprehensive administrative support to senior leaders in Enterprise Infrastructure and Operations, including complex calendar management, travel booking, and expense processing. Coordinate meeting logistics and special projects, maintain SharePoint sites and business documents, and provide backup support to the broader administrative team.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
A bachelor's degree is strongly preferred, along with more than five years of progressive experience supporting senior executives. Candidates should have extensive experience supporting multiple domestic and international executives, advanced Microsoft Office skills, strong communication and organizational abilities, discretion, and the ability to adapt and manage competing priorities.
About the employer
Fidelity Investments
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
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For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
- INDUSTRY
- Financial Services
- COMPANY
- Privately Held
- FOUNDED
- 1946
- HEADQUARTERS
- Boston, MA
- SIZE
- 10,001+
- OFFICES
- 1 on LinkedIn
- OPEN HERE
- 15 roles
KNOWN FOR
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Questions about this role
- Is this Fidelity Investments role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 5-10 years.
The posting, in full
Fidelity will not provide immigration sponsorship for this position. Senior Executive Secretary In this role you will provide comprehensive support to executive level leaders and collaborate with peers as part of a central Executive Administrative team. The administrative team 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 organizational team. While you will function as part of a central executive assistant model, reporting to the head of Executive Administration, you will work directly with and provide support to leaders of the Enterprise Infrastructure and Operations (EIO) senior leadership team. You will also frequently partner with others across the business.
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Fidelity will not provide immigration sponsorship for this position.
Job Description
Senior Executive Secretary
The Team
In this role you will provide comprehensive support to executive level leaders and collaborate with peers as part of a central Executive Administrative team. The administrative team 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 organizational team. While you will function as part of a central executive assistant model, reporting to the head of Executive Administration, you will work directly with and provide support to leaders of the Enterprise Infrastructure and Operations (EIO) senior leadership team. You will also frequently partner with others across the business.
The Expertise and Skills You Bring
- Bachelor's degree strongly preferred, as well as 5 plus years of progressive work experience supporting high level executives.
- Excellent verbal and written communication skills including the ability to successfully interact with all levels of senior management, business partners, and employees.
- Polished executive assistant with professional maturity and previous corporate experience, preferably in a technology environment.
- Must have extensive experience with supporting multiple executives simultaneously, both domestic and international.
- Must have extensive experience managing multiple calendars, both domestic and international.
- Proven track record of working cooperatively and effectively with various personalities.
- Able to maintain a high level of confidentiality.
- Extremely detail-oriented with strong communication and organizational skills.
- Advanced proficiency in Microsoft Office suite of products and eagerness to develop expertise in these programs (Teams, Word, Power Point, Excel, etc.).
- Demonstrated ability to learn new skills and adapt to new technology.
- Strong ability to multi-task, react and think quickly.
- Self-starter with strong sense of ownership and involvement.
- Seek clarification or assistance when needed.
- Desire to work as a true partner with executives and anticipate needs.
- Willingness to get involved with the work of the larger team.
- Technology industry experience is strongly preferred.
The Value You Deliver
- Advanced management of complex calendars, travel booking, and expense processing
- Assisting with special projects related to the technology team.
- Back-up and assist other administrative team members to ensure consistent, effective administrative coverage.
- Comfortable with creating and/or editing Microsoft PowerPoint presentations, Word documents and Excel spreadsheets.
- Skilled in SharePoint and able to develop and maintain sites.
- Advanced support and coordination of meeting logistics, including developing/maintaining agenda, booking travel, arranging technical support, booking conference rooms, managing catering, etc.
- Complex travel booking (domestic and international) and expense processing.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Category
Administration
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.
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