Law degree, paralegal certification, other relevant qualification or significant demonstratable relevant experience.
Experience with international estates and cross-border asset transfers.
Knowledge of estate planning strategies and trust structures.
Experience working in a global financial institution.
To be successful in this position, you will have the following:
Self-motivated and able to handle tasks with minimal supervision.
Superb analytical and problem-solving skills.
Excellent collaboration and communication (verbal and written) skills.
Outstanding organizational and time management skills.
Above all you are an active hands on person able to deliver quality and volume.
Company Benefits & Perks
Competitive salary, annual performance-based bonus, and stock grant
This position is eligible for overtime pay.
Retirement plan 401(k) with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid medical healthcare premium
Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks
Corporate events, including team outings, dinners, volunteer activities, and company sports teams
Education reimbursement and learning opportunities
Benefits
Health insuranceDental insuranceVision insurance401(k)Remote work optionsEquity / stock optionsPerformance bonus
Additional Information
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (4 days in office /1 day remote)
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
What will be your responsibilities within IBKR:
Interactive Brokers is seeking an experienced Senior Subject Matter Expert (SME) specializing in deceased estate administration to join our team. This critical role requires a seasoned professional with deep expertise in managing the complex processes associated with deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions.
Serve as the primary expert resource for deceased estate matters across the organization.
Review and validate estate documentation including death certificates, letters of testamentary, probate documents, and executor authorizations.
Coordinate the transfer or liquidation of securities, options, futures, and other financial instruments held in deceased accounts.
Ensure proper handling of outstanding trades, margin positions, and corporate actions for deceased accounts.
Liaise with legal counsel and compliance teams on complex or high-value estate matters.
Ibkr · Chicago, IL