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Job Details

Legal Documentation Specialist

Location
Greenwich, CT, United States

Posted on
Jan 23, 2023

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Profile

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.
Responsibilities include but are not limited to the following:
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
Qualifications:
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
Company Benefits & Perks:
Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with a competitive company match
Excellent health and welfare benefits, including medical, dental, and vision benefits
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 paid lunch and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events, including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Modern offices with multi-monitor setups
Company Overview
Interactive Brokers LLC, a subsidiary of **MEMBERS ONLY**SIGN UP NOW***. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click the link to view a short video with a few words from current Interactive Brokers employees: ****

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