Job Description:

The Role

You will provide support to management at all levels of the company and frequently connect with customers and business partners as well. Your excellent communications skills will be constantly put to the test, as will your ability to prioritize multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.

The Expertise and Skills You Bring

• A bachelor's degree strongly preferred, or secretarial certificate/ related work experience.
• 3+ years of validated experience preferably in a professional financial services environment
• Ability to be proactive and communicate efficiently with all levels
• Ability to maintain a high level of confidentiality
• Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)
• Good writing and grammatical skills (i.e. for generating and editing memos)
• Consistent track record to prioritize, react and think quickly
• Self-starter with strong sense of ownership and involvement is critical
• Ability to seek clarification or assistance when needed
• Willingness to get involved with the work of the larger team
• You will provide periodic expense report and travel management support for the Managers and Sr leaders.
• You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.
• You will handle calendar management using Microsoft Office scheduling and coordinating meetings.
• Desire to work on ad hoc projects as required
• Flexible enough to work overtime when needed
• Creation of reports and high-quality presentations using Excel and PowerPoint
• Assistance with larger group initiatives, including moves, space planning, etc.

The Team

The Administrative Assistant of PI Regional Centers supports a leadership team and ensures that communication, Licensing, compliance and other business procedures run efficiently.

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 Glassdoor Employees’ Choice Award, 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, detailed in this document, 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 fidelitycareers.com.

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 [email protected], or by calling 800-835-5099, prompt 2, option 3.