Operations Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for various Operations Specialists in Westlake, TX Operations Specialist - ContractorFidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation's top maker of grants to nonprofit organizations, distributing $17.8 billion to charities in 2025. We are looking for top notch operations processors to work on contributions, money movement and grants in Westlake, Texas; Salt Lake City, Utah; or Durham. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and DecemberThe hourly pay rate for these positions is $22 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.The Expertise we're Looking For:Bachelor's degree0-2 years Financial Operations preferredStrong and effective verbal and written communication skillsDemonstrated attention to detail, with good follow-throughStrong organizational, planning, multi-tasking, time management skillsDemonstrated problem solving skills and ability to follow written proceduresAbility to work under pressure and within tight deadlinesDemonstrated ability to identify and mitigate potential areas of riskWorking knowledge of Fidelity systems (XTRAC, RepApp), a plusThe Purpose of Your RoleThe Operations Specialist is responsible for the timely and accurate processing of transactions for Fidelity Charitable customer accounts. As a member of FC's inclusive Service Delivery team, the Operations Specialist will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.The Skills You BringYou have a high sense of urgency and understand when to escalateYour strong and effective verbal and written communication skillsYour very best problem-solving skills with excellent follow-throughYour strong organizational skills, planning, and time managementYou are a team player with the ability to influence without authorityYou are flexible with overtime as requested (especially November and December - Giving Season)The Value You DeliverCollaborating with internal Charitable business partners to fulfill special handlingEmploying good sound judgment in decision making or problem resolutionDelivering a great customer experience with each interaction to help strengthen donor relationshipsClearly understanding and articulating the full suite of Fidelity Charitable products and servicesProcess high value transactionsEnsure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging itemsSuggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organizationMaintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and ComplianceMaintain up-to-date procedures for those functions for which responsibleHow Your Work Impacts the OrganizationThe Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits "” and increased charitable impact "” of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization's employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and FundraisingCompany OverviewAt 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. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employerFidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments. For information about working at Fidelity TalentSource, visit . Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ if you would like to request an accommodation.

Created: 2026-05-16