Senior Executive Assistant at Fidelity TalentSource LLC

Job Description:

The Role

As the Senior Executive Assistant supporting leaders in the Wealth s Marketing & Social Platforms Team, you're at the heart of our business operations and activities. You partner closely to support multiple members of the leadership team, anticipating their needs and helping them stay focused on the highest priorities by resolving operational and administrative issues before they arise. You are at your best in a fast-paced, ever-changing environment where your strong multi-tasking, prioritization, and self-organization skills can shine. You enjoy building and maintaining collaborative relationships across business boundaries and possess the strong business judgment. You maintain a polished and professional presence needed to interact with senior leaders and peers across the firm. You stay up to date with the latest tools we use to perform our work and use that knowledge to strategically support your team's projects.

Responsibilities include:

• Extensive and complex calendar management for multiple leaders
• Handle the scheduling, preparation and administration of meetings including agenda development, coordination of facilities, and distribution and archival of meeting materials
• Coordinate various events from internal management meetings to external team building events and offsites. \u00A0
• Help to build presentations, data spreadsheets and word documents
• Support travel planning and logistics, working with Fidelity s dedicated travel agents to coordinate travel arrangements
• Prepare and submit expense reports
• Work independently to prioritize workload and responsibilities. Coordinate and connect with all management levels, internally and externally, as well as other administrative staff across the company, while maintaining a high level of confidentiality
• Exercise judgment, tact, and discretion on behalf of senior leaders when supporting executive management, internally and externally
• Assist in special projects, ad hoc requests as requested
• Act as a liaison between the leadership and other departments to facilitate communication and collaboration

The Expertise and Skills You Bring

• Proven ability to consistently and positively contribute in a high-paced, dynamic work environment including the ability to prioritize multiple workstreams and manage work time efficiently
• Detail and deadline oriented with strong organizational skills
• A desire to work as a true team partner with the administrative team
• Excellent analytical, communication and interpersonal skills, with the ability to take initiative and build productive relationships
• Advanced proficiency in Microsoft Office suite of products with ability and desire to continue to learn new skills and new systems and adapt to new technology
• Ability to use graphic design skills for creating and editing presentations for leadership use
• Self-starter with strong sense of ownership, involvement and flexibility, willing to seek clarification or assistance when needed
• Proactive in identifying opportunities to drive efficiency and problem solving around challenges
• 5+ years of executive assistant experience supporting leadership, including demonstrated experience effectively interacting with senior level management both internally and with external partners
• Experience with project management tools and software
• Ability to handle confidential information with discretion and professionalism
• Flexible, willing to change easily and quickly as leadership and team priorities change

The Team

The Marketing & Social Platforms Team is responsible for acquiring, deepening and nurturing relationships with prospects and customers. We are on a mission to deliver differentiated value propositions, platforms and experiences that offer unparalleled value and lead to lifetime relationships with clients. The Team is a highly dynamic environment focused on engaging and responding to client needs, news cycles, cultural trends and regulatory changes through cross-functional teams comprised of enterprise\u00A0marketing technology,\u00A0consumer strategy, content\u00A0and creative\u00A0development, activation, and channel deployment. We are also responsible for expanding our presence and meeting customers where they are on social platforms by providing education and customer service wherever they choose to engage.\u00A0

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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