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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Trust Administrator to work in Merrimack, NH or Smithfield, RI! <h3><strong>The Role</strong></h3> The Trust Administrator role is an integral member of the Personal Trust Administration team which provides trust services to advisors on the Fidelity Institutional platform and individual trust clients across the U.S.<br> <br> The Trust Administrator is responsible for the day-to-day administrative functions for trusts. The role works with and may act on behalf of the Trust Officer for matters relating to trust administration<br> <br> <strong>The Expertise and Skills You Bring</strong> <ul> <li>Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships</li> <li>Processing money movement and other administrative services</li> <li>Assisting with managing client expectations</li> <li>Collaborating with team members to meet the financial needs of trust beneficiaries</li> <li>Managing risk by monitoring trust activity and ensuring policy and procedures are followed</li> <li>Increasing client satisfaction through accurate and proactive account management</li> </ul> <h3><strong>The Team</strong></h3> Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside RIA’s, and Fidelity Personal Trust Company’s trust administration expertise. The Trust Administrator supports that purpose by competently performing their role to ensure proper trust administration for each trust. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

Fidelity TalentSource

Trust Administrator

<h3><strong>Business Analyst, Customer Solutions</strong></h3> <p>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?<br> As a Business Analyst in Customer Solutions Chapter, you will be a member of an Agile squad “Ideators” responsible for crafting an engaging experience for our clients in our Client Reporting &amp; Analytic product area. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals.<br> In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team!<br> </p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements </li><li>Experience with workflow design, data analysis, data visualization, and impact analysis </li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) </li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables </li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives </li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases. </li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner </li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners </li><li>3-5 years transferable experience </li><li>Bachelor’s degree preferred </li></ul> <h3><strong>The Team</strong></h3> <p>WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.<br> </p>

Business Analyst

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Operations Specialist to work in Merrimack, NH.</p> <h3><strong>The Role</strong></h3> <p>As an Associate Operations Specialist, you will be responsible for course and class logistics, tracking and roster management, and overall departmental administrative support. You will leverage your knowledge of Learning Platforms to implement dynamic learning experiences, continuously improve training implementation processes, and enhance the learner experience. You will build relationships with our Talent and Learning Partners and our Program Management team members to collaborate on deliverables that span across groups.</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor's Degree </li><li>Experience with a learning management system (LMS) </li><li>Experience with Microsoft Excel (including knowledge of Pivot Tables) to present basic reporting data to business partners </li><li>Experience with hosting and facilitating virtual meetings, including managing access, creating, and delivering polls, and organizing break out rooms (Zoom experience a plus) </li><li>Effective communication skills (written, oral, and presentation) </li><li>Demonstrate excellent project management skills and well-thought-out decision making </li><li>Ability to establish rapport with senior leaders, managers, vendors, and clients to gather requirements, assess needs, and communicate planned solutions </li><li>Ability to multi-task, manage your workload, and maintain flexibility in a work environment with changing priorities </li></ul> <h3><strong>The Value you Deliver</strong></h3> <ul> <li>Training Delivery - Deliver consulting services to Technology Learning and Development in support of LMS; includes gaining an understanding of the customer's needs to recommend a training implementation solution. </li><li>Learning Platform Knowledge - Provide technical troubleshooting and assistance to LMS users in navigating and completing training, escalating issues to Corporate Technology group when needed; communicate issues and solutions to applicable internal users and internal customers, including the timely management of the Ticket Queue. </li><li>Relationship Management - Cultivate a broad network of relationships through mutual assistance, support and sharing information across Business Units for the setting up and maintaining training activities and establishing best practices. </li></ul> <h3><strong>The Team</strong></h3> <p>The Enterprise Technology Learning &amp; Development Operations team supports both the Strategic and the Talent and Learning BU Specific Training initiatives for Technology associates across the Firm. We provide Learning Experience paths for associates as well as Data and Analysis of Learning Goals for Sr. Leadership. This role is integral in creating a seamless experience for Technology Learners and Managers as they seek to grow their skills and understand their progress in Learning</p> <h3><strong>Dynamic Working – Post Pandemic</strong></h3> <p>Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).</p>

3 Marketing / Communications / PR Jobs in New Hampshire