Executive Secretary
Fidelity Investments 1,315 reviews - Boston, MA

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Position Description

This position provides administrative support to Portfolio Managers and Senior Research Analysts within the Equity group. The incumbent will directly support five or six individuals facilitating the flow of information and effectively handling all administrative tasks so that the investment professionals can focus solely on research and the management of funds.

In addition, through communication, mentoring and leading by example, the incumbent will assist other members of the administrative team to consistently provide a very high level of administrative service to the business unit as a whole.

Primary Responsibilities

As primary contact for both internal and external business partners, utilize creativity, flexibility and teamwork to coordinate and schedule meetings

As primary point of contact for each of those you support, answer and return phone calls of internal and external contacts to schedule, provide information and/or to gather often critical, time sensitive information

Arrange complex domestic and international travel plans

Complete paperwork and facilitate process for obtaining visas for international travel

Complete Travel &Expense reports

Open, sort and distribute mail

Print reports, research materials and documents

Utilize internal resources and applications to gather detailed information in a timely and accurate manner

Gather, update and maintain detailed schedules of quarterly earnings conference calls


Train, mentor and back up and assist other administrative team members as needed

Proactively create, update and/or generate reports and spreadsheets

Utilize internal applications to streamline data and effectively format or present data ensuring accuracy and timeliness


Education and Experience

Highly motivated and proactive individual

Excellent communication skills (both face to face and over the telephone)

Bachelor's Degree (+- 16 years) preferred

Minimum of two years administrative assistant experience

Skills and Knowledge

Initiative to troubleshoot, identify potential problems and resolve conflicts

Strong organizational skills


Attention to detail and consistent follow through

Ability to maintain confidentiality of information and documentation


Excellent Microsoft Word, Excel and Powerpoint skills

Ability to prioritize and re-prioritize as needed

Ability to meet deadlines and utilize resources to problem solve

Ability to work independently as well as the ability and willingness to work with and assist peers to ensure timely, efficient and consistent administrative support

About Fidelity Investments

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit





Administrative Assistant & Executive Secretary

Primary Location






Job Level


Individual Contributor

Education Level


High School Diploma/GED (±11 years)

Job Type





Day Job

Overtime Status






About this company
1,315 reviews
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...