Senior Estates Specialist; SME

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. Known for cutting‑edge technology and client commitment, we provide 24/7 electronic brokerage services on stocks, options, futures, currencies, bonds, and funds to clients in more than 200 countries.

• 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 demonstrable 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 with the ability to handle tasks with minimal supervision.
• Superb analytical and problem‑solving skills.
• Excellent collaboration and communication—verbal and written.
• Outstanding organizational and time‑management skills.
• Hands‑on approach to deliver quality and volume.

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

This role's anticipated base salary range is $70,000 to $90,000 annually, based on skills and experience. The total compensation package also includes a discretionary cash bonus and stock award, and additional benefits as noted.

Interactive Brokers’s Equal Employment Opportunity policy states that we do not discriminate on the basis of any protected group status under any applicable law.