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 across multiple jurisdictions

Job Summary

  • This role serves as the primary expert resource for managing complex deceased client account processes across multiple jurisdictions.
  • The position requires validating critical estate documentation including death certificates, letters of testamentary, and executor authorizations.
  • Interactive Brokers offers a competitive salary range of $70,000 to $90,000 annually along with stock grants and comprehensive health benefits.

Matching Summary

This role serves as the primary expert resource for managing complex deceased client account processes across multiple jurisdictions.

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 in multiple jurisdictions

Nice-to-have

  • Experience with trust structures
  • Estate planning strategy knowledge
  • Self-motivated with minimal supervision
  • Strong analytical problem-solving abilities

Key Requirements

  • Law degree or paralegal certification
  • Significant experience in international estates
  • Background in global financial institutions

Work Rights

Not specified

Tailored Resume

Cover Letter