WFH Executive Liaison – High Level Admin focus

About the Company

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 40 million individuals, businesses, and institutional clients. With a commitment to innovation and customer-centricity, we empower our employees to grow and make a significant impact in the financial world. We foster a culture of excellence, integrity, and collaboration, supporting our teams with the resources and flexibility they need to succeed, including robust remote work options.

Job Description

We are seeking a highly organized, proactive, and exceptionally detail-oriented WFH Executive Liaison with a high-level administrative focus to support our senior leadership team. This 100% remote position requires an individual with a proven track record in executive support, project coordination, and advanced administrative management within a fast-paced corporate environment. You will be instrumental in ensuring the seamless operation of executive-level activities, managing complex schedules, facilitating communications, and overseeing critical administrative projects. This role demands discretion, excellent communication skills, and the ability to anticipate needs and act autonomously.

Key Responsibilities

• Provide comprehensive administrative and operational support to senior executives, managing complex calendars, scheduling meetings, and coordinating travel arrangements (when necessary).
• Prepare, proofread, and edit high-level correspondence, presentations, reports, and other documents, ensuring accuracy and professional presentation.
• Act as a primary point of contact for internal and external stakeholders, handling inquiries with professionalism and discretion.
• Coordinate and manage special projects and initiatives from inception to completion, tracking progress, and ensuring deadlines are met.
• Organize and facilitate virtual meetings, including preparing agendas, recording minutes, and tracking action items.
• Maintain confidentiality of sensitive information and exercise sound judgment in all interactions.
• Develop and implement efficient administrative processes to optimize executive support functions.
• Manage expense reports and budget tracking for executive offices.
• Support onboarding processes for new team members and assist with departmental resource management.

Required Skills

• Minimum of 5 years of experience in an Executive Assistant or Executive Liaison role supporting C-suite or senior executives.
• Exceptional organizational and time management skills with the ability to prioritize effectively in a dynamic environment.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and virtual collaboration tools (e.g., Microsoft Teams, Zoom).
• Superior written and verbal communication skills, with a keen eye for detail and grammar.
• Demonstrated ability to maintain confidentiality and exercise discretion.
• Proactive problem-solver with strong critical thinking abilities.
• Ability to work independently and manage multiple tasks simultaneously in a remote setting.

Preferred Qualifications

• Bachelor's degree in Business Administration, Communications, or a related field.
• Experience working in the financial services industry.
• PMP or other project management certification.
• Familiarity with CRM systems and advanced database management.

Perks & Benefits

• Competitive salary and comprehensive benefits package, including health, dental, and vision.
• Generous paid time off and holidays.
• 401(k) with company match.
• Opportunities for professional development and career growth.
• Robust remote work infrastructure and support.
• Employee wellness programs.
• Tuition reimbursement program.

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