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:

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

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: