About the Company
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 40 million individuals, businesses, and institutional clients. With a rich history of innovation and client focus, Fidelity is dedicated to helping people live the lives they want. We embrace diversity and offer a dynamic work environment that fosters growth and professional development.
Job Description
We are seeking a diligent and detail-oriented WFH Document Reviewer to join our remote team, focusing on legal and financial documentation. In this critical role, you will be responsible for meticulously reviewing a wide array of documents, ensuring accuracy, compliance, and identifying key information pertinent to legal and financial processes. This position requires a strong understanding of legal terminology, financial statements, regulatory requirements, and an exceptional eye for detail. You will play a vital part in supporting various departments by sifting through complex information to extract relevant data, flag discrepancies, and contribute to risk mitigation efforts.
Key Responsibilities
- Conduct thorough and accurate review of legal and financial documents, including contracts, agreements, regulatory filings, financial statements, and correspondence.
- Identify, extract, and tag relevant information according to project guidelines and legal/compliance standards.
- Ensure data integrity and consistency across all reviewed materials.
- Collaborate with legal, compliance, and finance teams to clarify ambiguities and address identified issues.
- Maintain strict confidentiality and adhere to data security protocols.
- Meet productivity and quality targets in a fast-paced, remote work environment.
- Utilize document review software and other proprietary tools effectively.
- Provide concise summaries and reports on findings as required.
Required Skills
- Minimum 2 years of experience in document review, legal support, financial operations, or a related field.
- Demonstrated understanding of legal and financial terminology and concepts.
- Exceptional attention to detail and strong analytical skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and manage time effectively in a remote setting.
- Excellent written and verbal communication skills.
- Strong organizational skills with the ability to handle multiple tasks and deadlines.
Preferred Qualifications
- Bachelor's degree in Law, Finance, Business Administration, or a related field.
- Previous experience with e-discovery platforms or document management systems.
- Familiarity with regulatory compliance frameworks (e.g., SEC, FINRA, GDPR).
- Certification in paralegal studies or legal support.
- Experience in financial services industry document processing.
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) matching program and retirement planning support.
- Paid time off, including vacation, sick leave, and holidays.
- Remote work setup support and flexible work arrangements.
- Professional development opportunities and access to online learning platforms.
- Employee assistance program.
- Wellness programs.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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