Virtual Assistant for Financial Advisors

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. We are committed to delivering innovative solutions and superior service, helping our clients achieve their financial goals. Our culture fosters innovation, teamwork, and professional growth.

Job Description

Are you a highly organized, detail-oriented professional with a passion for supporting financial advisors and their clients? Fidelity Investments is seeking a dedicated Virtual Assistant to join our dynamic team. This is a 100% remote position, offering the flexibility to work from anywhere within the United States while making a significant impact on our operations and client satisfaction.

In this role, you will be an integral part of our financial advisory support structure, providing comprehensive administrative and operational assistance to a team of financial advisors. Your work will directly contribute to their efficiency and our clients’ positive experience, ensuring smooth processes and effective communication.

We are looking for an individual with excellent communication skills, a proactive approach, and a solid understanding of professional office environments. While prior experience in financial services is a plus, we welcome entry-level professionals who are eager to learn and grow within the industry. This is an exceptional opportunity to build a career with a leading financial institution.

Key Responsibilities

• Provide comprehensive administrative and operational support to financial advisors.
• Manage and organize advisor calendars, appointments, and travel arrangements (when applicable).
• Prepare client-facing documents, reports, and presentations using various software tools.
• Assist with client communication, including drafting emails and scheduling calls.
• Maintain client records and databases with accuracy and confidentiality.
• Coordinate internal meetings and assist with project management tasks.
• Conduct basic research to support advisor initiatives.
• Handle incoming inquiries and direct them to the appropriate advisor or department.
• Ensure compliance with all company policies and industry regulations.

Required Skills

• Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a remote team.
• High level of professionalism and discretion.

Preferred Qualifications

• Previous experience in an administrative or virtual assistant role, particularly within financial services.
• Familiarity with CRM software (e.g., Salesforce) and financial planning tools.
• Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
• Understanding of financial terminology and basic investment concepts.

Perks & Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holidays.
• Opportunities for professional development and career growth.
• Access to wellness programs and employee assistance.
• A supportive and collaborative remote work environment.

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