Estate Processing Specialist at interactive brokers
Chicago, Illinois, USA -
Full Time


Start Date

Immediate

Expiry Date

19 Oct, 25

Salary

0.0

Posted On

20 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Computer Skills, Finance, Economics, Mathematics, Microsoft Excel, Analytical Skills

Industry

Financial Services

Description

COMPANY OVERVIEW

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron’s has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

WHICH SKILLS ARE REQUIRED:

  • Bachelor’s degree in Finance, Economics or Mathematics
  • Strong problem-solving and demonstrated analytical skills
  • Excellent attention to detail
  • Strong organizational skills
  • Ability to prioritize a heavy workload under the pressure of completing assignments within time constraints
  • Excellent computer skills and experience using Microsoft Excel and Word are required, as well as the ability to present data clearly and concisely.
Responsibilities

WHAT WILL BE YOUR RESPONSIBILITIES WITHIN IBKR:

The third member of the Estates Administration team will focus on administrative and client service, processing the distribution of assets in deceased clients’ accounts. Key duties include using multiple IBKR systems to instruct executors and beneficiaries on the required documents, process forms and documents received, submit transfer requests, and answer internal and external queries.

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