Senior Estates Specialist; SME

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in more than 15 countries. With a history of more than four decades at the forefront of financial innovation, IBKR is known for its cutting‑edge technology and commitment to clients. IBKR affiliates provide global electronic brokerage services across stocks, options, futures, currencies, bonds, and funds, serving individual investors and institutions—including financial advisors, hedge funds, and introducing brokers—in over 200 countries and territories.

Barr’s has recognized IBKR as the #1 online broker for six consecutive years.

This is a hybrid role (4 days in office / 1 day remote).

• 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.

• Law degree, paralegal certification, or 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.

• Self‑motivated and capable of handling tasks with minimal supervision.
• Superb analytical and problem‑solving skills.
• Excellent collaboration and communication (verbal and written) skills.
• Outstanding organizational and time‑management skills.
• Active, hands‑on approach to delivering quality and volume.

• Competitive salary, annual performance‑based bonus, and stock grant
• 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

Base salary range: $70,000 to $90,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers a discretionary cash bonus, stock award, and a wide range of benefits.