Senior Executive Assistant

Fidelity•Boston, MA

About The Position

Provide advanced and diverse administrative support to Fidelity’s Workplace Investing Relationship Management Team. The role supports multiple executives and investment professionals, managing proactive scheduling, meeting coordination, domestic and international travel, expense reporting, daily requests and commitments, communications, supplies, and events. The position also helps maintain relationships across business units, advance administrative best practices, cross-train team members, and foster team culture and community through activities and events. The role calls for professionalism, maturity, enthusiasm, initiative, energy, discretion, and the ability to work effectively in a dynamic, fast-paced environment.

Requirements

  • Strong organizational, time-management, prioritization, and project-management skills.
  • Ability to build relationships and interact positively and effectively across multiple levels.
  • Excellent written and verbal communication skills.
  • Accuracy and attention to detail.
  • Ability to collaborate and demonstrate creativity, flexibility, and teamwork when scheduling meetings.
  • Experience managing sensitive and confidential information.
  • Initiative and follow-through to identify and resolve potential obstacles or conflicts and provide immediate resolutions or alternatives.
  • Strong skills with Microsoft Outlook, Word, PowerPoint, Excel, MS Teams, SharePoint, and Qualtrics.
  • Willingness to assist the broader team across a variety of duties.
  • No bachelor's degree requirement is stated; a bachelor's degree or related work experience is preferred.

Nice To Haves

  • Three or more years of executive administrative experience.
  • A bachelor's degree or related work experience.

Responsibilities

  • Provide proactive calendar management and meeting coordination for multiple executives and investment professionals.
  • Troubleshoot scheduling conflicts and potential obstacles.
  • Plan domestic and international travel and prepare expense reports.
  • Manage expected and unexpected daily requests and commitments accurately, efficiently, and on time.
  • Communicate on behalf of leadership at all levels, internally and externally.
  • Develop and maintain working relationships across business units to support efficiency and problem solving.
  • Engage with team members to advance best practices and cross-train on new and existing tools.
  • Purchase supplies for the business, events, and associates.
  • Prepare and plan onsite and offsite events, including site-wide events, quarterly team offsites, and meeting coordination.
  • Coordinate group activities and events that support culture and community.
  • Assist the wider team with varied duties, including backing up peers and covering client meetings.

Benefits

  • Comprehensive health care coverage.
  • Emotional well-being support.
  • Retirement benefits.
  • Paid time off.
  • Parental leave.
  • Charitable giving employee match program.
  • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
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