Legal Documentation Specialist
Job Summary
Job Description
- Bachelor's degree from an accredited college/university with a minimum GPA of 3.0.
- Experience in a legal setting or financial services is a plus.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Excellent written and verbal communication skills.
- Self-motivated and able to handle tasks with minimal supervision.
- Paralegal certification or experience is preferred.
- Analytical and problem-solving skills.
- Collaboration and communication skills.
- Organizational and time management skills.
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and wellness benefits
- Paid time off and a generous parental leave policy
- Daily company lunch allowance, and a fully stocked kitchen
- Corporate events, including team outings, dinners, volunteer activities
- Education reimbursement and learning opportunities
- Modern offices with multi-monitor setups
6 skills required
Job Details
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (3 days in the office/2 days remote).
About your team:
IBG seeks a bright and organized professional to serve as a Legal Documentation Specialist / Paralegal to work on domestic and international banking and brokerage projects managed by the Group's CFO.
This position requires a highly organized person who can multitask and quickly adapt to a fast-paced environment.
What will be your responsibilities within IBKR:
- Understanding business needs and preparing documentation requested by IBG's US and foreign affiliates
- Reviewing contracts and correspondence; obtaining necessary approvals from Compliance, Legal and Regulatory departments
- Reviewing and preparing banking documentation (including AML and KYC documents)
- Ensuring the bank account opening process complies with regulatory requirements
- Communicating with local/foreign banks, exchanges and clearing houses
- Drafting corporate resolutions and certificates authorizing strategic business transactions
- Responding to queries from internal and external auditors
- Maintaining a legal documentation database
- Handling light clerical duties such as preparing and mailing FedEx packages
- Various ad hoc projects
Which skills are required:
- Bachelor's degree from an accredited 4-year college/university (minimum GPA: 3.0)
- Paralegal certification or experience is preferred
- One to three years of experience in a legal setting or the financial services industry is a plus
- Proficient in Microsoft Word, Excel and PowerPoint
- Excellent written and verbal communication skills.
To be successful in this position, you will have the following:
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
Company Benefits & Perks
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits, and company-paid medical healthcare premium.
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
- Paid time off and a generous parental leave policy
- Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities
- Modern offices with multi-monitor setups
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