Legal Operations Analyst
Fidelity Investments, Merrimack, NH, United States
Job Description
Note:
Fidelity is not providing immigration sponsorship for this 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 Analyst will be tasked with meeting client deliverables while supporting the team’s daily processing of legal documents, such as Power of Attorney, Subpoena, Bankruptcy, Tax Levy, Restraining Orders, and Garnishments. This position requires flexibility due to the nature of the role and the changing responsibilities throughout the day. A comprehensive understanding of risk management and time management is essential.
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.
Qualifications
Bachelor’s Degree preferred or 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.
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.
Paralegal, Risk, or Compliance background preferred.
Team
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 groups, as well as customer service.
Certifications
Compliance background preferred.
Additional Information
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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Note:
Fidelity is not providing immigration sponsorship for this 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 Analyst will be tasked with meeting client deliverables while supporting the team’s daily processing of legal documents, such as Power of Attorney, Subpoena, Bankruptcy, Tax Levy, Restraining Orders, and Garnishments. This position requires flexibility due to the nature of the role and the changing responsibilities throughout the day. A comprehensive understanding of risk management and time management is essential.
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.
Qualifications
Bachelor’s Degree preferred or 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.
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.
Paralegal, Risk, or Compliance background preferred.
Team
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 groups, as well as customer service.
Certifications
Compliance background preferred.
Additional Information
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
#J-18808-Ljbffr