JobsExecutive AssistantUnited StatesAM Senior Executive Assistant

Fidelity Investments

Posted 3 days ago · Jobs at Fidelity Investments

AM Senior Executive Assistant

Fidelity Investments · Merrimack, New Hampshire, United States

Full-timeOn site2-5 yrsListed as no visa sponsorshipFinancial Services
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In short

Provide advanced administrative support to multiple executives and investment professionals, including calendar and meeting coordination, travel planning, expense reporting, and management of daily requests. Communicate on behalf of executives, build relationships across business units, resolve scheduling and workflow obstacles, and collaborate with the administrative team on best practices and cross-training.

What they're looking for

MUST-HAVE SKILLS

Calendar ManagementMeeting CoordinationTravel PlanningExpense ReportingWorkflow ManagementRelationship BuildingPrioritizationProject ManagementConfidential Information ManagementMicrosoft OutlookMicrosoft Officeinteract positivelyteamwork in scheduling meetingsmanaging sensitiveconfidential informationfollow through to identifyresolve potential obstaclesconflictsWordPowerPointExcelMS Teams skills

ALSO MENTIONED

Asset ManagementInvestment ServicesExecutive Administrative SupportDomestic TravelInternational TravelExecutive CommunicationCross-TrainingBest PracticesConflict ResolutionMicrosoft Word+8 MORE

Three or more years of executive administrative experience is preferred, along with strong organizational, time-management, prioritization, project-management, communication, and relationship-building skills. Candidates should demonstrate accuracy, discretion with confidential information, initiative, flexibility, teamwork, and proficiency with Microsoft Outlook, Word, PowerPoint, Excel, and Teams; a bachelor’s degree is strongly preferred or related work experience is acceptable.

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.

Read more

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+on LinkedIn
OFFICES
1 on LinkedIn
OPEN HERE
9 roles

KNOWN FOR

RetirementInvestmentsOnline tradingAsset managementIRA401k

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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 2-5 years.

The posting, in full

Fidelity will not provide immigration sponsorship for this position. Asset Management Investment Services – US Administration Team The Asset Management (AM) Senior Executive Assistant position in Fidelity’s Asset Management (AM) division plays a vital role in the company's success. Individuals serving in these positions are part of a larger Asset Management Investment Services (AM IS) global administrative team and recognized by their colleagues as key members of our team. You will have the opportunity to work directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well.

▶ READ THE FULL POSTING

Fidelity will not provide immigration sponsorship for this position.

Job Description

Asset Management Investment Services – US Administration Team

The Asset Management (AM) Senior Executive Assistant position in Fidelity’s Asset Management (AM) division plays a vital role in the company's success. Individuals serving in these positions are part of a larger Asset Management Investment Services (AM IS) global administrative team and recognized by their colleagues as key members of our team. You will have the opportunity to work directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well.

The Role

Provide advanced and diverse administrative support within Asset Management. This support will include:

  • Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals
  • Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness
  • Communicate 'on behalf of' at all levels both internally and externally
  • Develop and maintain working relationships across business units to facilitate efficiency and problem solving
  • Engage with team members to advance best practices and cross-train on new and existing tools

The Expertise and Skills You Bring

This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy. 3 plus years of executive administrative experience preferred.

  • Strong organizational, time-management, prioritization and project management skills Ability to successfully build relationships and interact positively and effectively across multiple levels Excellent written and verbal communication skills Focus on accuracy and attention to detail
  • Collaboration, creativity, flexibility, and teamwork in scheduling meetings
  • Experience in managing sensitive and confidential information
  • Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives
  • Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills

Education:

A bachelor’s degree strongly preferred or related work experience

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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This listing comes from Fidelity Investments's own careers site. Apply links go to the employer. Company facts are from Fidelity Investments's public profile. Last checked 15 Nov 2026.