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Fidelity Investments
Representative, Mail
Westlake, TX
May 3, 2025
Full-time
Full Job Description

Job Description:

The Role

In this role you must understand and demonstrate all safety policies and procedures. The associate is responsible for the timely pickup, processing, and delivery of inbound and outbound mail.

The Expertise and Skills You Bring

  • 0-2 years of relevant proven experience

  • High School diploma or equivalent

  • Valid driver's license

  • Lifting and carry packages of up to 50 pounds daily

  • Must be able to push hand trucks with loads of up to 200 pounds over distances that may exceed one mile throughout the day

  • Able to walk or safely drive between multiple buildings in various weather conditions

  • Able to stand, sit, bend or reach for extended periods daily

  • Sort and deliver all inbound non-trackable shipments including interoffice mail, newspapers, USPS mail, supply orders and internal distributions with outstanding accuracy and efficiency

  • Receive and reconcile inbound non-trackable and trackable shipments

  • Scan inbound shipments through X-Ray scanner and report any suspicious shipments to management or the CDS Operations Rep III/IV immediately

  • Scan trackable shipments using the Ship&Track application

  • Reconcile all trackable shipments against the delivery manifest and deliver the shipments to the business partners within the service level agreement

  • Pickup and deliver to all mail zones for multiple buildings/routes

  • Process look-up and return mail

  • Process outbound non-trackable USPS mail & complete cost center and monthly reports using Pitney Bowes Postage Metering

  • Order shipping supplies through various shipping vendors and maintain sufficient stock within the operation to meet the demands

  • Provide outstanding customer service

  • Ensure that all required paperwork including delivery manifests, receiving reports, shipping reports and vendor packing slips/manifests are accurately completed and filed every single day

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

As a member of the team, you will sort incoming customer mail by utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.

Certifications:

Category:

Operations

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 every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

PDN-9ed1e309-412a-4992-a328-e317c29ff916
Job Information
Job Category:
Facilities
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