Administrative Assistant
Core
Provides coordination and administrative services to the management team, acting as the first point of contact for administrative needs and supporting day-to-day departmental operations.
Role type
Administrative Assistant
Builds
Supports the operations of the Fidelity Wealth management team
Domain
Financial Services / Wealth Management
Deliverable
Dashboards & analysis
Required skills
Calendar management, meeting coordination, invoice processing, expense reporting, travel itinerary planning, onboarding coordination, report preparation, data tracking, reception duties
Preferred skills
Experience in financial services/mutual fund industry, proficiency with CONCUR
Technologies
MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat, CONCUR
Responsibilities
Manage 6-7 complex calendars for management team, prepare meeting materials and coordinate room setups, process purchase requisitions and invoices, submit travel and expense reports, assist with new hire onboarding and equipment setup, prepare performance tracking reports, coordinate meetings and events, respond to internal and external inquiries, provide reception support
Seniority
Junior, individual contributor
