Estate Processing Specialist

About INTERACTIVE BROKERS!

This is a hybrid role (three days in the office/two days remote).

Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a leader in the financial services industry.

About Your Team:

International Brokerage Firm seeks to add a team member to its Estate Administration Group.  General familiarity with Microsoft Office, Email, and administrative office environment is required.  No specific knowledge of estate matters is required; we will train.  The successful candidate will work with two other team members, processing documents, communicating with clients, and completing routine administrative tasks.  A sharp self-starter who can communicate professionally will be a good fit for this position.

What will be your responsibilities within IBKR: 

The third member of the Estates Administration team will focus on administrative and client service processing the distribution of assets in deceased clients’ accounts. Key duties include using multiple IBKR systems to instruct executors and beneficiaries on the required documents, process forms and documents received, submit transfer requests, and answer internal and external queries. 

Which Skills Are Required:

• Bachelor’s degree in Finance, Economics or Mathematics
• Strong problem-solving and demonstrated analytical skills
• Excellent attention to detail
• Strong organizational skills
• Ability to prioritize a heavy workload under the pressure of completing assignments within time constraints
• Excellent computer skills and experience using Microsoft Excel and Word are required, as well as the ability to present data clearly and concisely.

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

Company Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• Retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events, including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups