Fidelity Investments Work Values

Daily Duties at Fidelity Investments:

•Ability to research and exposure to Federal, state, and local tax laws for clients in 50 states and tax filings •Process Monthly, Bi-Weekly, Weekly, Semi-Monthly payroll •Update training materials, maintain payroll error log, and participate in product testing •Manage an average of 300-358 payroll processing clients on a daily basis •Analyze and perform payroll audits to determine accuracy of payroll data •Collaborate with Client Services and Implementation to analyze, determine and correct payroll discrepancies •Reconcile pay register, general ledger, and 401k employer/employee contribution files •Research and resolve general ledger, tax, garnishment, and funding discrepancy tickets •Process, research, and resolve errors for Gross to Net checks •Process balance adjustments to correct quarter-to-date and year-to-date employee balances •Research and resolve banking transmittal errors via Wells Fargo system •Transmit files for payroll funding, stop reversals, check voids, and Nacha Reversals via Oracle Financials •Maintain client calendar database and make all necessary changes •Perform stop pays on checks, ACH inquiries/deletes, and reversals via Wells Fargo system •Collaborate with Training Director to develop training materials and train new hires

What they like about Fidelity Investments:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Oracle , Excellent Presentation Skills, Excellent Time Management, Flexible, Sense of Urgency, Exemplary Work Ethic, Relationship-Builder, Customer Service Oriented, Relationship Builder, Detailed Oriented, Analytically Minded, Problem Solver, Selt-Motivated, Goal Oriented, Results Oriented, Dependable, Payroll, Brokerage, Mutual Fund, Banking, Finance, Marketing, Accounting, MBA Business, MBA Marketing, Business Administration, Excel, PowerPoint Presentations, MS Word, ACH, Fed Wire, Cash Settlements, Leader, Team Player, Travel, Training Documents, Oral Communication, Written Communication, Phone Experience, Implementing, Coordinating, Prioritizing, Executing, Translating, Multi-Tasking, Conducting, Responsible, Spearheaded, Initiative, Collaborate, Intelligent, Outstanding Customer Relations, Process Improvement, Streamlining Process, Interpersonal Skills, Quality Control, Exercise Judgement, Decision Making, Inquisitive, Curious, Self Starter, Rapport Builder:, Analyst, Enthusiastic, OutGoing Personality

Skills

SYSTEMS: Oracle HRMS & Financials, MasterTax, Lotus Notes, Xtrac Work Mgr., Wells Fargo System, Lotus Sametime, and Microsoft PowerPoint, Word, Excel, , Harvard Management Mentor Coursework: New Manager Transition; Change Management; Coaching; Leading and Motivating; Meeting Management; Persuading Others; Presentation Skills; Writing Skills

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