Fidelity Family Office Services Work Values

Daily Duties at Fidelity Family Office Services:

Support four members of the senior management team and 34 direct reports who meet the investment needs of family offices and ultra-high-net worth clients ($100+ million in assets) in a highly confidential environment. Additional responsibilities include: establish processes and procedures for compliance supervision, organize administrative support by establishing a cooperative work model, coordinate group travel, coordinating client visits, calendar management for six senior executives, coordinate cross-firm meetings, maintain building access security database, update contact management system (Siebel), participate in internal audits and reviews, and support the business continuity process (BCP)

What they like about Fidelity Family Office Services:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Administration, Outlook, Calendar Management, Travel, Oracle Supply Management, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Siebel CRM

Skills

Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Oracle CRM

These are some of the questions we asked our climbers about their experiences with Fidelity Family Office Services: