Executive Leadership Support Forum: Raleigh-Durham: Speaker Interview

Kelley Kinney
Sr. Administrative Assistant to SVP & VP of Technology, Personal Investing
Fidelity Investments


Kelley Kinney is a Senior Administrative Assistant with Fidelity Investments within Fidelity’s Personal and Investing (PI) Technology group. PI provides products and services to individual investors and employers including integrated employee benefit solutions. The company serves customers online (web & mobile), over the phone and through a nationwide network of investor centers. Prior to this current role, Kelley was Executive Assistant and Senior Administrative Assistant for Fidelity Investments Large Market Payroll division originally located in Merrimack, NH and then in Raleigh, NC. Kelley was the main administrator for this division. Large Market Payroll provided payroll services to clients with more than 100 associates. Kelley has held several administrator positions at Fidelity in her 13 years at the company. Prior to Fidelity, Kelley was self-employed for 15 years, owning two gas stations/convenience stores and a trucking/transportation business.

Kelley will be one of the distinguished presenters at the Executive Leadership Support Forum: Raleigh-Durham.

Why is the Executive Leadership Support Forum important for executive assistants?
To share knowledge and experiences on all levels.

Independently, what have you done to work towards professional development in the past?
Learning development, reading, courses, learning from others in the profession and taking on assignments not required in current role

What is the one thing you hope to learn or discuss with our peers at the ELS forum?
The ELS forum will allow me to meet new people with whom I can share ideas and learn from. Share technology experiences others capitalize on in their day to day.

Tell us about a career accomplishment of which you are particularly proud.
Established the North Carolina site for Payroll, Business and Technology for Fidelity Investments using the original protocol, but adjusting as needed.

In your mind, what is the one tool you can’t live without or find especially helpful in your position?

Looking back, what advice would you give yourself when you were first starting your career?
Do not expect to be perfect in all areas or know all answers to what is asked.

Are there any blogs, books, articles or online forums you recommend reading?

  • “Daring Greatly” by Brene Brown
  • “Big Magic” Creative Living Beyond Fear by Elizabeth Gilbert
  • “The Four Desires” by Rod Stryker
  • Bloomberg – Read daily
  • “Checklist Manifesto” by Atul Gawande

How do you define success within your role as an executive assistant?
I define success as delivering more than is expected of me. Anticipate the next move, to eliminate challenges to make others successful and thrive. By delivering what was asked but providing more for what may be needed.