Wealth HR Executive Assistant/Project Coordinator

4 weeks ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Job Description:

The Wealth HR Executive Assistant/Project Coordinator plays a vital role in supporting administrative efforts in a fast-paced environment, contributing to various HR functions. This role is part of the Strategy, Analytics and Operations (SAO) team, while also supporting members of the Wealth HR Leadership Team (HRLT). The successful candidate will partner across the function to perform a broad range of activities requiring discretion and confidentiality. Key responsibilities include project coordination, cross-HR routines, initiatives, operations, executive reporting, and presentations.

The Expertise You Bring

  • A BS/BA degree with experience supporting leaders at varying levels of organization in an administrative capacity.
  • Strong written and verbal communication, organizational skills, relationship management, and ability to apply problem-solving and analytical skills to administrative projects.

The Skills You Bring

  • Ability to interact professionally with a diverse group, including senior leaders, managers, administrative partners, and business partners.
  • A polished executive assistant with proven previous corporate environment experience.
  • Can-do attitude with interest to learn new things and jump in to help on various HR-related activities.
  • You are skilled at working on multiple tasks and managing priorities, including managing complex calendars.
  • Ability to think independently, self-start, collaborate across teams, escalate questions or issues, and build and maintain strong working relationships.
  • Ability to anticipate the needs of Wealth HRLT and SAO team and handle sensitive and confidential information.
  • Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly.
  • A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers.
  • Comfort and interest in editing and contributing to executive reporting and presentations.
  • High level of proficiency in Microsoft Office suite of products and eagerness to develop further expertise in these programs.

The Value You Deliver

Manage the administrative needs of multiple Wealth HRLT members (~40%), and support the Wealth HR team on various initiatives and routines (~60%), including:

  • Managing and coordinating calendar and meeting needs for multiple Wealth HRLT members.
  • Coordinating meetings, preparing agendas, managing meeting facilities, and distributing materials.
  • Contribute to other project efforts, including pulling distribution lists for key partners, providing operational/administrative support for key management routines, driving Wealth HR Site Champions effort, supporting HR operations routines when extra capacity is needed, and delivering project coordination across SAO and other Wealth HR teams.

About Fidelity

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 clients' money.

Join Fidelity

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Our Culture

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.

Equal Opportunity Employer

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.

Accommodations

We 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 accommodations@fmr.com.

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