Legal Operations Analyst

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

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.

Responsibilities include:

• 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.

• 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
• Consistent track record of working effectively in a result and process-oriented work environment.

• 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.
• Paralegal, Risk or Compliance background preferred.