Senior Estates Specialist (sme)

Interactive Brokers Group, Inc.

Chicago, IL, United States
Base: $70,000 to $90,000 annually; bonus/equity: d...
On-site
Deceased estate administration expertise
Probate document validation skills
Cross-border asset transfer knowledge
This role serves as the primary expert resource for managing complex deceased client account processes and estate settlements

Job Summary

  • This role serves as the primary expert resource for managing complex deceased client account processes and estate settlements.
  • The position requires validating legal documentation such as death certificates and letters of testamentary while coordinating the liquidation of securities.
  • Interactive Brokers offers a competitive salary range of $70,000 to $90,000 along with performance bonuses, stock grants, and comprehensive health benefits.

Matching Summary

This role serves as the primary expert resource for managing complex deceased client account processes and estate settlements.

Salary

Base: $70,000 to $90,000 annually; Bonus/Equity: Discretionary cash bonus and stock award; Benefits: 401(k) match, health/dental/vision, lunch allowance

Skills & Requirements

Must-have

  • Deceased estate administration expertise
  • Probate document validation skills
  • Cross-border asset transfer knowledge
  • Regulatory compliance across jurisdictions

Nice-to-have

  • Self-motivated with minimal supervision
  • Superb analytical problem-solving skills
  • Experience in global financial institutions

Key Requirements

  • Law degree or paralegal certification
  • Significant demonstrable relevant experience
  • Experience with international estates

Work Rights

Not specified

Tailored Resume

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