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Information Management Analyst Legal Operations (Wealth Management)

Veterans Sourcing GroupPennington, NJ

$27 - $27 / hour

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Overview

Remote
On-site
Compensation
$27-$27/hour

Job Description

JOB DESCRIPTION Job Title: Information Management Analyst Legal Operations (Wealth Management) Locations:
  • Pennington, NJ
  • Dallas, TX
Schedule: Hybrid (Mandatory 3 Days Onsite, 2 Days WFH) Pay Rate: $27.24/hr W2 Duration: 12-Month Contract Position Overview Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Specialty Operations teams execute and monitor manual and automated processes to accurately move and protect client assets and account information based on special product requirements or legal orders. This role sits within the Legal Operations team, supporting civil legal orders (subpoenas, freeze orders), internal data requests, and deceased account notifications. Key Responsibilities Data Management & Account Restrictions
  • Gather and manage client data accurately and timely
  • Apply account restrictions in accordance with legal orders and internal procedures
  • Maintain documentation to support compliance and audit readiness
Legal Order & Inquiry Management
  • Handle civil legal orders, subpoenas, freeze orders, and internal data requests
  • Respond to moderately complex client and branch inquiries via email
  • Collaborate with Legal partners, Front-Line Units, and internal departments
Documentation Review & Compliance
  • Review and validate legal/account documentation for accuracy and completeness
  • Ensure adherence to internal legal guidance and risk standards
  • Escalate discrepancies to leadership or risk teams as appropriate
Risk & Process Improvement
  • Identify operational risks and improvement opportunities
  • Evaluate upstream and downstream impacts of account restrictions and data processes
  • Recommend enhancements aligned with enterprise and regulatory standards
Knowledge Sharing
  • Maintain subject matter expertise in legal operations processes and systems
  • Support training of new or less experienced team members
  • Ensure consistent execution of procedures and controls
Ideal Candidate Profile
  • Experience in legal operations, banking operations, wealth management, or financial services
  • Strong data management and documentation review experience
  • Ability to interpret legal documents (subpoenas, levies, freeze orders, etc.)
  • High attention to detail and risk awareness
  • Strong written communication skills (email-based environment)
  • Ability to work in a fast-paced, compliance-driven environment
  • Understanding of process controls and operational risk

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FAQs About Information Management Analyst Legal Operations (Wealth Management) Jobs at Veterans Sourcing Group

What is the work location for this position at Veterans Sourcing Group?
This job at Veterans Sourcing Group is located in Pennington, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Veterans Sourcing Group?
Candidates can expect a pay range of $27.24–$27.24 per hour for this role.
What employment applies to this position at Veterans Sourcing Group?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Veterans Sourcing Group?
You can apply for this role at Veterans Sourcing Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.