Legal Entity Specialist

Phyton Talent Advisors; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Phyton Talent Advisors seeks an organized professional to support client implementations, regulatory operations, and complex account management in a fast-paced financial services setting.

Ideal candidates manage multiple workstreams, coordinate with senior stakeholders, and ensure deliverables are completed accurately and on time. Regulatory processes experience is highly desirable, with opportunities for growth.

Qualifications

• Experience coordinating multiple client initiatives and regulatory activities.
• Bachelor's degree preferred, not required; strong organizational skills valued.
• Proven ability to manage deliverables across cross-functional teams.

Responsibilities

• Coordinate multiple client implementations and operational initiatives.
• Support regulatory processes including entity dissolutions or closures as applicable.
• Oversee account-related tasks to close engagements with complete documentation.
• Maintain project trackers, milestones, and action item follow-ups.
• Lead meetings with clients and internal teams to communicate progress.
• Collaborate with vendors and stakeholders to resolve issues and keep projects on track.

Skills

Project coordination

Regulatory operations

Stakeholder management

Client services

Organizational skills

Attention to detail

Process improvement

Communication

Data management

Education

Bachelor's degree

Tools

Excel

Job description

We are seeking a highly organized and detail-oriented professional to support client implementations, regulatory operations, and complex account management activities within a fast-paced financial services environment.

The ideal candidate will have experience managing multiple workstreams, coordinating with senior stakeholders, and ensuring that critical deliverables are completed accurately and on time. Experience supporting legal entity dissolutions, account closures, or related regulatory processes is highly desirable. This opportunity offers exposure to complex financial services operations, cross-functional collaboration, and opportunities for professional growth.

Key Responsibilities

• Manage multiple client implementations and operational initiatives, ensuring timely completion of deliverables.
• Support legal entity dissolution and account closure activities, including tracking outstanding items, legal matters, financial documentation, and required approvals.
• Oversee account-related activities to ensure all outstanding obligations, documentation, and approvals are addressed before closure.
• Coordinate the review and sign-off of checks, financial records, and supporting documentation.
• Serve as a primary point of contact for assigned clients, maintaining strong relationships with internal teams, senior stakeholders, and external partners.
• Develop and maintain project trackers, monitor milestones, and proactively follow up on outstanding action items.
• Lead client meetings to communicate project progress, identify challenges, and drive next steps.
• Collaborate with cross-functional teams and third-party vendors to resolve issues and ensure successful project execution.
• Review project plans, identify process gaps, and recommend operational improvements.
• Interpret financial and regulatory documentation from multiple sources.
• Maintain accurate client data and records, ensuring consistency across internal systems.
• Support the implementation of new workflows, processes, and client requirements.
• Monitor and report key performance indicators (KPIs) and project updates to management.
• Identify opportunities to improve client service, operational efficiency, and overall processes.

Qualifications

• 2+ years of experience in financial services, regulatory operations, client services, project coordination, or a related field.
• Experience supporting legal entity dissolution, account closures, regulatory processes, or financial operations is highly preferred.
• Familiarity with financial services firms, investment management operations, or regulated environments is strongly preferred.
• Proven ability to manage multiple priorities, track deliverables, and drive projects through completion.
• Strong organizational skills, attention to detail, and ability to follow through on outstanding items.
• Comfortable communicating with senior stakeholders, clients, and cross-functional teams.
• Ability to proactively identify issues, obtain necessary information, and ensure timely resolution.
• Experience reviewing financial documentation, maintaining records, and coordinating approval processes.
• Strong analytical, problem-solving, and process improvement skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Bachelor's degree preferred but not required.