Financial Paralegal Analyst

3 weeks ago

St Louis, United States Motion Recruitment Full time
Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Business Execution Administrator in Saint Louis, MO (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 9 Months

Required Skills & Experience 4+ years of administrative or business support experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education. 1-2 years of: Strong written and verbal communication. Organizational/prioritization. Risk mitigation. Business Execution, Implementation, Legal experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Skills & Experience 1-2 years of experience in compliance and operational risk management. Knowledge and understanding of risk management and mitigation. Knowledge and understanding of fraud investigations, prevention, or claims. Excellent verbal, written and interpersonal communication skills, including the ability to articulate complex material to a diverse audience. Client service focuses on the ability to listen to stakeholder needs and recommend solutions. Strong organizational, time management skills and ability to meet deadlines. Strong case management background. Ability to be flexible, adjust plans and quickly re-prioritize work to meet changing business needs. Solid conflict management and decision-making skills. Experience developing solid partnerships and collaborating with other business and functional areas. Experience working in LexisNexis. Financial services industry experience. All Microsoft Products and Outlook Business Risk Compliance Risk Fluent in Microsoft Office Legal Legal Assistant Legal Documents Microsoft SharePoint Microsoft Teams Organization, detail oriented, ability to prioritize, write well.
What You Will Be Doing Perform a variety of activities including account activity research, review of state and federal laws and regulations, determining whether the case is reportable to state agencies. Make time-critical contacts with Financial Advisors, Client Associates, Qualified Supervisors, investigators and operations personnel, and interview those who have knowledge of the situation. File reports with Adult Protective Services (APS)/Securities Regulators and other governmental agencies and seek to provide further information and obtain case status information from external agencies after initial reporting. Spend significant time on the telephone and Microsoft Teams video calls, speaking directly with Financial Advisors and other Wealth Investment Management stakeholders about emotional situations under tight time deadlines. Assess problems and issues in accordance with standard operating procedures to ensure activities follow the necessary internal and external regulatory and risk management practices. Case management from start to finish. Daily review and analysis of elder financial abuse/diminished capacity matters and providing guidance to Financial Advisors, Supervisors, and their staff. Summarizing incidents and sending reports to state agencies. Support Business Execution; proactively provide feedback and present ideas for improving or implementing processes and tools with Business Execution impact. Perform complex administrative support tasks. Provide support on escalated questions. Interact with client personnel on a wide range of information.

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