Virtual Assistant for Financial Advisors (Entry-Level, No Experience Needed)

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. Driven by a commitment to helping people achieve their financial goals, we are a values-driven organization dedicated to innovation, client service, and professional growth. Join our dynamic team and contribute to a company that makes a real difference in people’s lives.

Job Description

Are you eager to launch a career in the financial services industry but lack prior experience? Fidelity Investments is seeking a highly motivated and detail-oriented individual to join our team as a Virtual Assistant for Financial Advisors. This is an entry-level, 100% remote position designed for those ready to learn and grow. You will play a crucial role in supporting our financial advisors by handling administrative tasks, organizing client information, and ensuring smooth operations, all from the comfort of your home office. This position offers a fantastic opportunity to gain invaluable experience and build a strong foundation in a fast-paced and rewarding environment.

Key Responsibilities

• Provide comprehensive administrative support to multiple financial advisors, remotely.
• Manage and organize client files, records, and confidential information with utmost discretion.
• Assist with scheduling client meetings, managing calendars, and sending reminders.
• Prepare client-facing documents, presentations, and reports using various software.
• Respond to client inquiries via email and phone, directing complex issues to advisors.
• Input and update client data within CRM systems (e.g., Salesforce).
• Coordinate communications, including drafting emails and preparing correspondence.
• Perform general office support duties as needed to ensure efficient operations.

Required Skills

• Exceptional organizational and time management abilities.
• Strong written and verbal communication skills.
• Proficiency in basic computer applications, including email, word processing, and spreadsheets.
• High level of attention to detail and accuracy.
• Ability to work independently and manage multiple tasks in a remote setting.
• A proactive and positive attitude with a strong willingness to learn.
• Reliable internet connection and a dedicated home office space.

Preferred Qualifications

• Familiarity with Microsoft Office Suite (Word, Excel, Outlook).
• Basic understanding of financial terminology or a strong interest in finance.
• Previous experience in a customer service or administrative role (even non-finance related).
• Associate's or Bachelor's degree (or equivalent experience) is a plus but not required for this entry-level role.

Perks & Benefits

• 100% Remote work model.
• Comprehensive benefits package (health, dental, vision) for full-time employees.
• 401(k) matching program.
• Paid time off and holidays.
• Opportunities for professional development and career advancement within Fidelity.
• Employee discount programs.
• Supportive and collaborative team environment.

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