Webull Financial · 3 days ago
Legal Operations Analyst
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Insider Connection @Webull Financial
Responsibilities
Complete legal processes for client liens, levies, garnishments, information requests and take appropriate action to restrict account access, liquidate positions, and/or pay creditors.
Serve as primary point-of-contact for legal, treasury, Omnibus, and banking teams to perform daily ad hoc tasks.
Spearhead semi-annual escheatment process by creating data reports, liaising with Customer Service team, performing due diligence, and managing timelines.
Assist legal team in responding to subpoenas and restraining notices.
Correspond with government entities.
Manage vendor relationships to ensure firm’s standards and requirements are aligned.
Continually identify inefficiencies in current processes and implement solutions to optimize workflows.
Qualification
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Required
Bachelor’s degree or 1 to 2 years of relevant experience
Ability to obtain SIE and Series 7 within 6 months of employment
Prior production experience working at a retail broker dealer
Strong problem solving, control, and project management skills a plus
Excellent oral and written communication skills; superb attention to detail
Proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
Team player
Company
Webull Financial
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
H1B Sponsorship
Webull Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (5)
2022 (3)
2021 (5)
2020 (1)
Funding
Current Stage
Growth StageRecent News
PRNewswire Asia
2024-05-23
Yahoo Finance
2024-05-20
Company data provided by crunchbase