Fidelity Investments Payroll Work Values

Daily Duties at Fidelity Investments Payroll:

•Transferred securities between brokerage accounts and incoming securities from competitors •Researched and reconciled brokerage and mutual fund accounts •Analyzed and resolved financial transactions that could prove detrimental to clients and Fidelity •Analyzed and resolved transaction issues during transfer process •Acquired 9 1/2 years of providing excellent customer satisfaction to inbound / outbound and internal / external customers via processing and phones TRAINING COORDINATOR •Supervised a maximum of 25 new hire associates during eight week training program •Trained and evaluated as many as 100 employees and provided additional training recommendations •Performed as lead floor trainer for new hires and coordinated daily work flow activities •Served as an integral part of the quality assurance team which reviewed associate processing work and phone calls and provided feedback to management regarding associate work performance •Ensured customer satisfaction by inspiring, leading, and training to improve client satisfaction

What they like about Fidelity Investments Payroll:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

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 Payroll: