Administrative Assistant

Administrative Assitant 
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Administrative Assistant in Westlake, TX. 

Job Description:

This position provides advanced administrative support to at least three Regional Head roles within the Personal Investing organization. Your passion for execution and building relationships will serve as a foundational skill in our fast-paced regional center environment.

The Team

The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You work directly with, and provide support to, management at all levels of the company.

The Expertise We’re Looking For

• 2-3 years administrative experience supporting leaders at varying levels of an organization
• Bachelor’s degree preferred but not required
• Proficiency in Microsoft Office suite of products
• Detail oriented with strong communication and organizational skills
• A proactive and creative approach willing to assume responsibility for a broad range of administrative projects
• A self-starter with the ability to take initiative in a fast-paced environment
• A consistent track record of working collaboratively and optimally with various personalities

The Skills You Bring

• Excellent written and verbal communication, prioritization, and organizational skills and can effectively interact with senior leadership and associates at all levels
• Ability to effectively interact with all levels of management and maintain a high level of confidentiality
• Able to exercise substantial sensitivity, discretion, judgment, tact, and subtlety in handling assignments that are often confidential and sophisticated in nature
• Skilled in MS Office (Microsoft Word, Excel, PowerPoint, Outlook) and able to learn new programs as needed
• Have a sense of ownership and can proactively identify and resolve issues, create efficiencies, work independently and are able to operate in a fast-paced environment handling multiple priorities
• Detail-oriented with the proven track record to prioritize, effectively manage your time, as well as react and think quickly in a fast-paced call center environment
• You will have the ability to work as an individual contributor and in a team environment
• You are a self-starter, able to work independently with a strong sense of ownership and involvement.
• The ability and judgment to seek clarification or assistance when needed
• Moderate skills and creativity with posters, flyers, emails, and announcements

The Value You Deliver

• Assisting the leadership team with support including expense reporting (utilizing Concur), budgeting, HR processing, and meeting correspondence
• Scheduling, preparing for and administering of meetings including coordination of meeting facilities, agendas, distribution of meeting materials and/or catering
• Creating and updating Microsoft PowerPoint presentations, Word documents and Excel spreadsheets
• A liaison with internal departments
• Coordinating meetings internally and externally, preparation of agenda, meeting facilities, and distribution of materials
• Provide end to end support for meetings, on-site visits, and events

Dynamic Working

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. 

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

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.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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 own clients’ money. For information about working at Fidelity, visit

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.