Fidelity Investments Header

Senior Executive Assistant

Smithfield, RI
Full-Time

Job Description

Job Description:

Senior Executive Assistant

The Role

This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.

The Expertise and Skills You Bring

  • A bachelor's degree preferred, or secretarial certificate/ related work experience.
  • 3+ years of relevant experience preferably in a professional office environment
  • Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.
  • Ability to be proactive and communicate effectively with all levels of Fidelity.
  • Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.
  • Experience with driving process improvements and demonstrate creativity in solving them.
  • You have unrivaled attention to detail and consistent delivery of the highest quality of work.
  • Strong collaboration skills and enjoy working with a diverse, high performing team.

The Value You Deliver

  • Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.
  • Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.
  • Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.
  • Communicating as liaison with other internal departments.
  • Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.
  • Provide support for onsite visits and events in coordination with aligned teams.
  • Knowledge Librarian for internal user procedure documents
  • Perform project related duties as needed

Certifications:

Category:

Administration

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a08468ce-4eda-4dd2-b34d-98b02ff031ef

Job Description:

Senior Executive Assistant

The Role

This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.

The Expertise and Skills You Bring

  • A bachelor's degree preferred, or secretarial certificate/ related work experience.
  • 3+ years of relevant experience preferably in a professional office environment
  • Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.
  • Ability to be proactive and communicate effectively with all levels of Fidelity.
  • Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.
  • Experience with driving process improvements and demonstrate creativity in solving them.
  • You have unrivaled attention to detail and consistent delivery of the highest quality of work.
  • Strong collaboration skills and enjoy working with a diverse, high performing team.

The Value You Deliver

  • Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.
  • Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.
  • Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.
  • Communicating as liaison with other internal departments.
  • Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.
  • Provide support for onsite visits and events in coordination with aligned teams.
  • Knowledge Librarian for internal user procedure documents
  • Perform project related duties as needed

Certifications:

Category:

Administration

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a08468ce-4eda-4dd2-b34d-98b02ff031ef

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Senior Executive Assistant
Fidelity Investments
Smithfield, RI
Dec 5, 2025
Full-time
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