JobsExecutive AssistantUnited StatesSenior Executive Assistant
Fidelity Investments
Posted yesterday · Jobs at Fidelity Investments
Senior Executive Assistant
Fidelity Investments · Merrimack, New Hampshire, United States
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In short
The Senior Executive Assistant will manage complex executive calendars, coordinate travel, and handle expense reporting and invoice processing. Additionally, the role involves supporting budgeting activities, organizing team events, and preparing professional presentations and documents.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates should have at least 3 years of varied administrative support experience and advanced proficiency in the Microsoft Office suite. Strong communication skills, the ability to prioritize tasks in a fast-paced environment, and a proactive approach to team needs are essential.
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 2-5 years.
The posting, in full
Fidelity will not provide immigration sponsorship for this position. Senior Executive Assistant Job Description: Take on a key position at Fidelity Investments, where your ability to organize and manage administrative tasks will be highly regarded. In the role of Senior Executive Assistant, you will provide support and collaborate with the leaders and their teams within the Brokerage Technology organization. You will thrive in a dynamic, fast-paced environment where your input is essential to the team’s success.
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Fidelity will not provide immigration sponsorship for this position.
Job Description
Senior Executive Assistant
Job Description:
The Role
Take on a key position at Fidelity Investments, where your ability to organize and manage administrative tasks will be highly regarded. In the role of Senior Executive Assistant, you will provide support and collaborate with the leaders and their teams within the Brokerage Technology organization. You will thrive in a dynamic, fast-paced environment where your input is essential to the team’s success.
At Fidelity Investments, we recognize the remarkable skills and experiences brought by each team member. Your position as a Senior Executive Assistant will aid our continued achievements and provide you with opportunities to advance and excel within a collaborative and welcoming environment.
The Expertise and Skills You Bring
- 3 years of varied administrative support experience, especially in a dynamic environment.
- Outstanding verbal and written communication skills, enabling effective interaction with senior management and associates at all levels.
- Advanced proficiency in the Microsoft Office suite, ensuring seamless task management and execution.
- A knack for quickly learning new applications, both internal and external.
- Meticulous attention to detail with outstanding communication and organizational capabilities.
- Advanced ability to prioritize tasks, proactively anticipate team needs, and adapt to changing circumstances.
- Proven track record of successful interaction with team members, both in-person and via remote technology.
- A positive, collaborative approach with a genuine desire to contribute to an inclusive environment.
- Dedicated with a strong sense of ownership and proactive involvement.
- Bachelor’s degree preferred but not required.
Your Responsibilities Include
- Handle and prioritize complex executive calendars across Fidelity.
- Coordinate travel, prioritize expense reports, and process invoices.
- Support budgeting activities, invoice processing, vendor coordination, and expense tracking.
- Provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently.
- Maintain strict confidentiality and possess a detailed knowledge of the Executive’s span of control and company policies and procedures.
- Coordinate team meetings, leadership offsites, onboarding activities, and departmental events.
- Provide backup coverage for other administrative assistants and assist with ad hoc projects.
- Prepare, edit, and maintain PowerPoint presentations, Excel spreadsheets, and Word documents.
The Team
Join a world-class team dedicated to establishing outstanding standards! In this role, you will be a vital member of the Brokerage Technology Organization, supporting senior leaders and associates. Your ability to navigate and thrive in a rapidly evolving environment will be crucial as you contribute to our ambitious goals
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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