Estate Processing Specialist
About The Position
International brokerage firm seeks to add a team member to its Estate Administration Group. General familiarity with Microsoft Office, email, and an administrative office environment is required. No specific knowledge of estate matters is required; we will train. The successful candidate will work with two other team members to process documents, communicate with clients, and complete routine administrative tasks. A sharp self-starter who can communicate professionally will be a good fit for this position. The third member of the Estate Administration team will focus on administrative and client service tasks, 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, processing forms and documents received, submitting transfer requests, and answering internal and external queries.
Requirements
- 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, as well as the ability to present data clearly and concisely
- 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
Responsibilities
- using multiple IBKR systems to instruct executors and beneficiaries on the required documents
- processing forms and documents received
- submitting transfer requests
- answering internal and external queries
Benefits
- Competitive salary, annual performance-based bonus, and stock grant
- 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)
- Paid time off and a generous parental leave policy
- 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
- Modern offices with multi-monitor setups
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
