Senior Estates Specialist (SME)

Interactive Brokers • Chicago, IL

47d • $70,000 - $90,000 • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed