Legal Business Operations - Sr Specialist - Estate Accounts

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

What will be your responsibilities within IBKR: 

Interactive Brokers is seeking an experienced Senior Subject Matter Expert (SME) specializing in deceased estate administration to join our team. This critical role requires a seasoned professional with deep expertise in managing the complex processes associated with deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions. 

• 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. 

Preferred Qualifications 

• Law degree, paralegal certification, 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. 

To be successful in this position, you will have the following: 

• Self-motivated and able to handle tasks with minimal supervision.
• Superb analytical and problem-solving skills.
• Excellent collaboration and communication (verbal and written) skills.
• Outstanding organizational and time management skills.
• Above all you are an active hands on person able to deliver quality and volume. 

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant
• This position is 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

This role's anticipated base salary range is $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 both a discretionary cash bonus and stock award, as well as a wide range of benefits, including health care, tuition reimbursement, and much more.