Full-Time
Financial Services
Tax Reporting/Retirement Specialist
Posted on 4/30/2024
Comprehensive trading platform with global products
Junior
Chicago, IL, USA
- 2 years experience in trading or brokerage services
- Bachelor's Degree required
- PC proficiency, Microsoft 365, Comprehensive MS Excel
- Good quantitative/analytical skills
- Excellent oral/written communication skills
- Knowledge of retirement accounts and tax considerations a plus
- Reviewing and addressing client issues/inquiries via inbound calls, electronic message, mail, and on-line chat
- Perform tax and IRA related account maintenance transactions
- Maintain current knowledge of trends and developments impacting IRA accounts
- Responsible for troubleshooting escalated customer reported issues
- Escalation of system, partner and customer issues
- Facilitate resolution of customers’ issues
- Provide regular communication to stakeholders on the status of customer related issues
- Provide information to other support representatives
- Assist with the continuing development and documentation of internal processes/procedures
- Lead or participate in other projects or duties as assigned
Interactive Brokers LLC provides its employees with a robust and technologically advanced platform, ideal for those passionate about trading and financial markets. With over 45 years of experience in trading technology, the company maintains a competitive edge in liquidity and global product offerings. This established leader in the trading industry offers a dynamic work environment focused on continuous innovation and excellence in financial services.
Company Stage
IPO
Total Funding
N/A
Headquarters
Greenwich, Connecticut
Founded
1977
6 month growth
↑ 2%1 year growth
↑ 4%2 year growth
↑ 20%Benefits
Competitive Pay with discretionary bonus packages which include company stock grants
Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage
Daily Lunch Allowance
401K Retirement Savings Plan (generous company match)
Wellness Incentives
Flexible Spending Accounts
Paid Personal Time and Sick Leave