Executive Secretary
Fidelity Investments 1,407 reviews - Smithfield, RI

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As an important member of Personal and Workplace Investing Services, you will provide advanced administrative and secretarial support to two Vice Presidents and their teams. The administrative staff at Fidelity plays a vital role in the company's success, and those individuals serving in these positions are recognized by their colleagues as key members of their group, department, or organizational team. You will deal directly with and provide support to management at all levels of the company and frequently deal directly with business partners as well. Your excellent communications skills will be constantly put to the test, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.

Primary Responsibilities

Extensive calendar management for the two Vice Presidents

Scheduling, preparation for and administration of meetings including coordination of meeting facilities, distribution of meeting materials, archival of meeting materials and distribution of minutes.

Presentation/deck preparation using Power Point

Scheduling preparation and coordination of events

Domestic travel planning

Expense management

On boarding of new associates (including technology set up)

Provides back up coverage for other administrative staff within division

Management of meeting room calendars, group’s space allocation and group’s supplies

Other general administrative responsibilities (copy, fax, file, etc. as needed)


Education and Experience

A bachelor's degree strongly preferred, or, secretarial certificate/related work experience.

Must have 3-5 years of secretarial experience and the ability to interact with all levels of employees

Fidelity experience is strongly preferred

Polished executive assistant with professional maturity and previous corporate environment experience preferred.

Ability to effectively interact with senior level management and maintain a high level of confidentiality required.

Skills and Knowledge

Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)

Proficiency with

Internal sites (myExpenses, eReq, Access Central, SPACES, Sharepoint, etc.)

Strong reporting experience.

Must be extremely detail-oriented and possess strong communication and organizational skills.

Self-starter with strong sense of ownership and involvement is critical.


Positive/optimistic attitude.

Must be flexible enough to work overtime if needed.

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



Education Level


High School Diploma/GED (±11 years)

Job Type





Day Job

Overtime Status






About this company
1,407 reviews
At Fidelity Investments, you'll discover challenges that excite you as you develop professionally and explore many career paths based on...