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Contracts Documents Specialist

Contracts Documents Specialist

companyFidelity TalentSource
locationWestlake, TX, USA
PublishedPublished: 6/8/2024
Full Time

Job Description:

The Contracts Document Specialist manages the contracts team mailbox by assisting internal business partners with their requests and questions. The Contracts Document Specialist will work closely with sales, relationship management and implementation teams to drive efficient contract processes in support of Fidelity’s defined contribution, defined benefit, tax exempt and health & welfare practices. In addition, the Contracts Document Specialist will work on multiple internal contract tasks such as reporting, importing documents, projects, and processing workflows.

The Expertise You Have

  • Bachelor’s degree preferred.
  • Experience in areas of operations, process improvement, project management, and/or internal controls

The Skills You Bring

  • Your effective relationship management skills
  • Your strong project management skills
  • Ability to respond to shifting priorities while maintaining progress of regularly scheduled work.
  • Ability to work productively in a team environment and support common goals.
  • Exposure to Defined Contribution (US retirement service industry) is a plus, but not required.

The Value You Deliver

  • Providing outreach and education regarding the contracting process and requirements
  • Ensuring efficient and seamless delivery of contracting services and integrating the contracting process into business unit’s processes and procedures
  • Acting as a liaison across multiple functions

The Team

The Contracts team is an organization of professionals who lead the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong client relationships, while protecting the firm from risk.

Company Overview

At Fidelity, we are enthusiastic about making our financial expertise universally 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. For information about working at Fidelity, visit Fidelitycareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accomodations@fmr.com or call 800-835-5099, prompt two, option two if you want to request an accommodation.

Company Overview

Fidelity TalentSource 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 welcome individuals from all 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 supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.