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Plan Administration Manual Documentation Specialist The Plan Administration Manual Documentation Specialist is responsible for the creation and maintenance of Plan Administration Manuals (PAMs) for Qualified and Non-Qualified Corporate and Tax-Exempt clients. This role ensures that documentation is accurate, comprehensive, and aligned with regulatory and client-specific requirements. Candidates for this role should demonstrate a passion for providing internal business partners with an outstanding experience and be comfortable working in a dynamic environment. The Role The PAM Documentation Specialist acts as the subject matter expert for the Plan Administration Manual. They work closely with internal business partners to ensure that Fidelity’s products and services are accurately reflected in the Plan Administration Manual. <ul> <li> Collaborate with internal stakeholders to gather and validate plan-specific information. </li><li> Ensure documentation complies with internal standards and practices. </li><li> Manage multiple documentation projects in a fast-paced, dynamic environment. </li><li> Support large and complex client requests with professionalism and attention to detail. </li><li> Maintain version control and organization of documentation using file management systems. </li></ul> The Expertise and Skills You Bring <ul> <li> Strong understanding of defined contribution retirement plans. </li><li> Familiarity with products and services offered to defined contribution plans. </li><li> Knowledge of Fidelity’s defined contribution recordkeeping systems. </li><li> Knowledge of laws and regulations governing defined contribution plan administration. </li><li> Ability to work independently and manage shifting priorities. </li><li> Strong organizational, communication, and collaboration skills. </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Plan Administration Manual Documentation Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate, Facilities &amp; Operations towork in Covington, KY. Join Fidelity Real Estate by playing a key role in the regional workspace experience. This role reports to the Manager, Facilities &amp; Operations, in this role you will focus on hospitality service execution and onsite service delivery and ensuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company with a hospitality mindset and responsible for meeting our global service promise standards and programs. The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region. Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office. Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience satisfaction, and contributing to the retention of our talent in the organization. The Team Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. Fidelity Real Estate runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels. The Expertise You Have <ul> <li>Undergraduate degree or relevant experience </li> <li>Proven ability in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate.</li> <li>Experience within the Financial Services industry is also valued.</li> <li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment.</li> <li>May need to work occasional extended hours (morning or evening) to support projects or activities.</li> </ul> The Skills You Bring <ul> <li>Excel with meeting new people and networking and have a compassionate, thoughtful, and respectful demeanor</li> <li>Have a consumer-first mentality with ability to identify and deliver against unmet needs</li> <li>Excellent communication and social skills and a proficiency to influence others and form relationships</li> <li>Exhibit confidence in communication</li> <li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic</li> <li>Detail oriented with outstanding prioritization skills.</li> <li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach</li> <li>You are proficient with Microsoft Office suite</li> </ul> The Value You Deliver <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to Real Estate teams if repairs or updates are required.</li> <li>Identify and resolve issues with cleaning, IT, and conference room equipment.</li> <li>Know and be able to implement building safety plans.</li> <li>Support the execution of initiatives designed to create connections between associates, including real estate workspace experience events, communications, and building walk-throughs.</li> <li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience.</li> <li>Validating execution of global experience standards and standard operating procedures</li> </ul> Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. Aptitude to deliver premium experiences when interacting with visitors, vendors, associates, and customers while assisting in the implementing/adherence of all company standards and policies Customer service orientation · Strong interpersonal skills · High energy, friendly, outgoing and confident personality · Ability to build and maintain relationships in a business setting · Detail oriented and ability to follow standard operating procedures · Proficient with standard computer applications and ability to learn specialized programs/applications, access control software familiarity a plus · Verbal Communication, Listening, Professionalism

Associate, Facilities & Operations

FTS QA Automation Engineer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a QA Automation Engineer to work in Covington, KY! The Role The Test Automation Engineer should be self-driven and have the ability to work in a distributed team by developing complex test automation scripts using programming in Java and Software tools. Ideal candidate should Develop Test Automation frameworks for large scale projects from an end to end perspective including front end, middle tier services and back end data providers. The candidate will be responsible for creation, implementation and execution of automated tests. This individual is responsible for crafting and developing automated test cases and in-house software utilities as part of a dynamic scrum team within Fidelity’s Brokerage record keeping division. The Team The ideal candidate is a focused professional with experience in quality software engineering aspects of application delivery and building automated test cases. A successful Test Automation Engineer will be required to work closely with Developers, QA Analyst and Architects in an Agile Scrum development environment, embedded in the scrum process as a team member, developing acceptance test cases and tests. Works well in an agile environment across global locations. This role will support the building of Fidelity's next generation workflow application. The Expertise and Skills You Bring • Bachelor’s degree in Software Engineering, other technical subject area, or equivalent experience • Minimum of 5 years in Software Quality Engineering roles • Experience in developing software test code using Java/J2EE, Hibernate, JUnit, Spring Frameworks, Web Services, Oracle, SQL, etc. • Solid understanding of Jenkins CI/CD principles and tools • Coding focused individual while maintaining importance on end to end integrations • Experience developing automation testing suites and understand their interactions across microservices, BPMN and other architectures • Practical experience with test automation frameworks (e.g. Cypress, JEST, Cucumber, Selenium, Karate, JUnit) • Hands-on experience in ATDD/TDD methodologies. • Experience working in an Agile team environment and possess positive relationship building, interpersonal and influencing skills • Desire and willingness to learning and strive for continuous improvement • Ability to work in a fast paced, globally dispersed, agile environment COVID Work Policy Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. Dynamic Working – Post Pandemic Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Sr. SWET

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! This role will start on a 3 months contract with opportunities for extension Pay Rate: 22/hr Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. The Role Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will work in a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. In this role, you will: <ul> <li> Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. </li> <li> Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests. </li> </ul> Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process! The Expertise and Skills You Bring <ul> <li> High school diploma or equivalent </li> <li> 2 years of transaction processing experience within a professional, fast paced, corporate environment. </li> <li> Work experience in a risk-controlled environment. </li> <li> You have excellent communication skills </li> <li> Your ability to work independently or on a team on specific tasks </li> <li> Your high attention to detail </li> <li> Your ability to work effectively with computer desktop applications </li> <li> Your ability to effectively multi-task </li> <li> You are flexible for business needs and highly adaptive to change </li> <li> You have a positive demeanor and ‘can do’ approach to challenges </li> <li> You possess the ability to learn and apply knowledge to make effective processing decisions </li> </ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Transaction Processor

Fidelity TalentSource is currently seeking top candidates to serve Fidelity as a Security Representative. This position is a contract position and is located in Kentucky Are you a motivated, dedicated professional looking to make a change over to a career that promises significant growth? Working as part of a team, you will play an integral role in creating peace of mind for Fidelity and its customers by protecting company assets, minimizing risk, and ensuring overall safety at a variety of locations. This is not a typical “security guard” position, and no prior security or law enforcement experience is required. We will train you to actively patrol and respond to breaches and other threats against the firm, as well as acting as a first-responder in emergency situations. This contract role is also an entry point to positions throughout Fidelity, with a diverse range of advancement opportunities, not only within the division, but also to non-security careers such as a Financial Representative. If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today! Job Requirements As a Security Representative, you must be motivated, engaged, ambitious, and looking to build a long-term career. This is not a desk job, and you must be prepared to work as part of a team, acting quickly and expertly as you respond to urgent, potentially stressful situations. You must also display excellent verbal and written communication and interpersonal skills as you will interact with a variety of department managers and staff in addition to external visitors. Please note: Hire for this position is contingent upon successful completion of a thorough background check, including criminal, credit and education history, previous work experience/references, and a drug screen. Specific qualifications for the role include: · 2 years’ experience in a role requiring solid interpersonal skills · Ability to spend periods of time walking or standing at a fixed post · Ability to perform first-responder rescue activities involved with medical or facility emergency situations · Knowledge of basic first aid and CPR, or the ability to acquire such knowledge through training · Knowledge of basic physical security techniques and principles, or the ability to acquire such knowledge through training · Ability to present a neat, clean, non-threatening appearance and professional demeanor · Ability to demonstrate poise and self-control under stress · Basic computer proficiency · Dedication to excellent customer service · Good analytical skills · Availability to work a flexible schedule, including days, nights, or weekends · Some college, preferred; bachelor’s degree or equivalent, a plus; criminal justice degree, a plus

Security Officer

The Role Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. As our Transaction Processing Representative, you will provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise. The Experience &amp; Expertise You Bring <ul> <li>High school diploma </li><li>Minimum one-year experience in a data entry related role </li><li>Check processing experience preferred </li><li>Excellent communication skills </li><li>High attention to detail </li><li>The ability to accurately key between 8,000-10,000 keystrokes per hour (assessed) </li><li>Able to effectively multi-task </li><li>Please be flexible and highly adaptive to change </li><li>You bring a positive attitude and ‘can do’ approach to challenges </li><li>Ability to learn and apply knowledge to make effective processing decisions </li><li>Managing queue work and check reconciliation processes </li><li>Reviewing deposit instructions and ensuring each transaction is executed appropriately </li><li>Making timely and accurate deposits, regarding high-risk exception functions </li></ul> Please note we are hiring for a weekly shift that is from Monday-Friday. Fidelity will not provide immigration sponsorship for this position. The Team Inbound processing provides research and data entry for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end-to-end operational efficiency strengthening Fidelity’s ability to provide superior customer experience. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week. The hourly pay rate range for this position is $20-$22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

<h3>Service Model Design &amp; Transformation – Contingent Team Member</h3> Fidelity Wealth was established to bring us closer to our customers, tighten our focus on unique segments, and enable us to capitalize on new growth opportunities. The Wealth Distribution Service Model Design &amp; Transformation team’s role is to design, test, and implement solutions that deliver on our organization’s strategic initiatives and improve the client and associate experience. In this assignment, you will act as a member of a Design &amp; Transformation Team using scrum / agile, design thinking, process improvement methods to test solutions in the field. You will have the opportunity to drive outcomes that improve the associate and customer experience, go beyond your area of expertise, and build new skill sets while working in a challenging, fast-paced environment. <h3> The Expertise You Have</h3> <ul> <li>An understanding of financial services/wealth management industry preferred </li><li>Consulting, design thinking, transformation, and/or project management experience highly desired </li><li>Ability to gather, analyze, and synthesize data to generate insights and new solutions </li><li>Ability to design and create effective executive presentations including slide decks, infographics, and storytelling visuals </li><li>Creative thinker with strong execution capability </li><li>Ability to work as a member of a team, and to engage multiple stakeholders across a complex and highly matrixed organization, working across all levels of the organization, including senior leadership </li></ul> <h3> The Skills You Bring</h3> <ul> <li>Proven ability to collaborate in a fast-paced, complex business environment </li><li>Strong executive presence and effective communication skills </li><li>A passion and aptitude for gathering information and exploring possibilities </li><li>Experience working and interacting with individuals of all levels and disciplines </li><li>Organized, with a history of achieving goals </li><li>Strong data and analytical skills </li><li>You have a growth mindset, value learning from different perspectives, and have demonstrated the ability to break down barriers and assure team effectiveness </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Learning and incorporating Agile methodologies and events into daily work </li><li>Daily participation in Sprint activities, including; Customer/Associate based story building/sizing/completion, executing &amp; collecting experiment learnings, gathering input to inform go/no go decisions, retrospective reflection of how work is getting done </li><li>Defining outcomes with the Team Leader(s) and Team Members, one Sprint at a time </li><li>Building practical measurement plans to test and learn new solutions </li><li>Implementing solutions in the organization and facilitating change management </li><li>Regular engagement with our broader system of work to create understanding, generate new ideas and break down barriers to improving outcomes </li><li>Cross-training and supporting other Service Model Design &amp; Transformation Teams and Team Members as needed </li></ul> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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