Fidelity Investments Header

Senior Executive Assistant

Merrimack, NH
Full-Time

Job Description

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 Head of the Quality and Exception Management Team and his associates within the busy Workplace Investing - Client and Participant Services(CAPS) organization, as well as supporting the Head of Client Delivery within Fidelity Health. 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

  • More than 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

The Value You Deliver

  • Expert management of complex calendars, ensuring flawless scheduling and time optimization

  • Coordination of detailed domestic and international travel arrangements, including passport and visa processing, and expense management

  • Effective support for projects involving the CAPS Management team and throughout the region

  • Leading preparations for senior management meetings, including agenda setting, presenter coordination, and technical support

  • Creation and refinement of professional Microsoft PowerPoint presentations, Word documents, and Excel spreadsheets

  • Active support of a dynamic workforce through procurement of equipment and supplies, space coordination, and scheduling assistance

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Join a world-class team dedicated to establishing outstanding standards! In this role, you will be a vital member of the Client Delivery and Quality Team and by extension the CAPS Organization, supporting senior leaders and associates. Your capability to navigate and thrive in a rapidly evolving environment will be crucial as you contribute to our ambitious goals.

If you are ready for this exciting challenge and want to make an impactful contribution, we encourage you to apply today!

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-a0806441-02e9-4d95-b676-2bf563fabfef

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 Head of the Quality and Exception Management Team and his associates within the busy Workplace Investing - Client and Participant Services(CAPS) organization, as well as supporting the Head of Client Delivery within Fidelity Health. 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

  • More than 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

The Value You Deliver

  • Expert management of complex calendars, ensuring flawless scheduling and time optimization

  • Coordination of detailed domestic and international travel arrangements, including passport and visa processing, and expense management

  • Effective support for projects involving the CAPS Management team and throughout the region

  • Leading preparations for senior management meetings, including agenda setting, presenter coordination, and technical support

  • Creation and refinement of professional Microsoft PowerPoint presentations, Word documents, and Excel spreadsheets

  • Active support of a dynamic workforce through procurement of equipment and supplies, space coordination, and scheduling assistance

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Join a world-class team dedicated to establishing outstanding standards! In this role, you will be a vital member of the Client Delivery and Quality Team and by extension the CAPS Organization, supporting senior leaders and associates. Your capability to navigate and thrive in a rapidly evolving environment will be crucial as you contribute to our ambitious goals.

If you are ready for this exciting challenge and want to make an impactful contribution, we encourage you to apply today!

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-a0806441-02e9-4d95-b676-2bf563fabfef

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
Merrimack, NH
Dec 3, 2025
Full-time
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