Legal Documentation Specialist

Job Description

Interactive Brokers Group, a global financial services company, is seeking a Legal Documentation Specialist/Paralegal to support domestic and international banking and brokerage projects. This is a hybrid role based in Greenwich, CT, requiring three days in the office and two days remote.The Legal Documentation Specialist will work within the CFO's team and will be responsible for understanding business needs and preparing documentation, reviewing contracts, ensuring compliance with regulatory requirements, and communicating with banks and exchanges. The ideal candidate is highly organized, adaptable, and possesses excellent communication skills.Responsibilities:

• 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

Requirements:

• 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
• Self-motivated and able to handle tasks with minimal supervision
• Superb analytical and problem-solving skills
• Outstanding organizational and time management skills

Benefits:

• 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