Senior Executive Assistant

Fidelity Investments•Smithfield, RI

About The Position

The Senior Executive Assistant is an important member of Fidelity’s FI Admin Team and provides direct administrative support to management at all levels. The role requires strong interpersonal skills and frequent interaction with business partners, while serving as a focal point in a multifaceted, fast-paced business environment. This position is part of an administrative support model in which assignments may shift as business needs change. The position supports executives through calendar and travel management, meeting and offsite coordination, expense and invoice processing, administrative projects, and preparation of presentations and reports. The successful candidate is expected to manage complex details independently, handle confidential and complex assignments with discretion, and adapt to changing priorities and work styles. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve as the rollout continues; this transition does not apply to fully remote roles.

Requirements

  • More than 8 years of senior executive administrative experience.
  • Professional maturity and experience in a corporate environment.
  • Ability to interact effectively with senior-level management and excellent communication skills.
  • Advanced administrative skills, including daily executive support and handling administrative projects and broader tasks.
  • Ability to work in a high-volume, fast-paced environment and manage multiple priorities.
  • Detail-oriented, proactive, and strong organizational skills.
  • Self-starter with ownership and initiative to identify and resolve problems, and judgment to know when to seek clarification or assistance.
  • Extreme sensitivity, discretion, and judgment when handling confidential and complex assignments.
  • Flexibility and willingness to adapt to different work styles, preferences, and changing priorities.
  • Ability to develop strong working relationships with colleagues across the company.
  • Excellent writing and grammar skills, including generating and editing memos and emails.
  • Proficiency in Microsoft Office tools, including SharePoint, Office Teams, Word, Excel, PowerPoint, and Outlook.

Nice To Haves

  • Bachelor’s degree.
  • Financial industry background.
  • Broad understanding of company and functional policies and practices.

Responsibilities

  • Manage and prioritize complex executive calendars across Fidelity.
  • Coordinate travel, organize expense reports, and process invoices.
  • Coordinate meetings and plan and manage offsites, including guest management, hybrid remote and in-person setups, audiovisual needs, coordination across time zones including India, conference room reservations, team-building activities, and catering.
  • Assist with scheduling large meetings and offsites, as well as special projects.
  • Support administrative projects and take responsibility for complex details, executing independently on behalf of executives.
  • Initiate resolution of complex problems and inefficiencies.
  • Maintain confidentiality and thorough knowledge of the executive’s span of control and company policies and procedures.
  • Use advanced spreadsheets, databases, and word-processing software to create presentations, reports, and current data and information for executives.
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