Legal Operations Analyst

Fidelity Investments • Merrimack, NH

1d • Hybrid

About The Position

The Legal Operations Analyst will work in a team environment by supporting and providing accurate and timely processing of documents in a multi-client and multi-benefit setting for the Qualification Services Organization. The Legal Operations Analyst will be tasked with meeting client deliverables while supporting the team’s daily processing of legal documents; Power of Attorney, Subpoena, Bankruptcy, Tax Levy, Restraining Orders and Garnishments. This position requires flexibility due to the nature of the position and the changing responsibilities throughout the day. The level of exposure the team is managing each day makes it essential to have a person with a comprehensive understanding of risk management and time management responsibilities. This team is responsible for mitigating risks to the firm and ensuring required responses are handled appropriately and on time. The role interacts with multiple internal groups such as client management, compliance, legal, risk, operations, and services group, as well as our customer service group. The larger Qualification Services Organization is a multi-client and multi-product group that provides specialized processing on behalf of our plan sponsors.

Requirements

• 3 - 5 years equivalent work experience.
• Proven track record of working effectively in a result based and processing-oriented work environment.
• Experience in financial services or high-volume transaction processing.
• Strong knowledge of Defined Contribution, Defined Benefit and Health & Welfare plans
• High level of accuracy and attention to detail, particularly in written documents.
• Strong analytical and research skills.
• Excellent oral and written communication skills.
• The ability to confidently spot and raise issues.
• Excellent organizational and time management skills with the ability to prioritize and manage multiple tasks simultaneously.
• Ability to prioritize, problem solve and make decisions.

Nice To Haves

• Bachelor’s Degree preferred
• Paralegal, Risk or Compliance background preferred.

Responsibilities

• Validating written requests to ensure legitimacy and that they meet standard guidelines of both Fidelity’s internal controls and federal and state regulatory requirements
• Analyzing customer records to ensure proper quality standards as required by each specific business unit
• Providing support to internal operational, customer-facing, and client service groups
• Acting with integrity and maintaining confidentiality when handling sensitive information.
• Ensuring all items within each specific team function are resolved in a timely manner and meet accuracy standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees