Legal Business Operations - Sr Specialist - Estate Accounts

Interactive Brokers Group
Chicago
Workplace: HybridFull timeUSD 70,000 - 90,000 annuallyFunction: Business OperationsEducation: professionalSkills: ["Analytical skills","Problem-solving","Collaboration","Communication","Organizational and time management"]

Serve as the primary SME for deceased estate administration, ensuring accurate validation of estate documentation and appropriate handling of probate materials. Coordinate transfer or liquidation of securities and other financial instruments, including trades, margin positions, and corporate actions. Partner with legal counsel and compliance teams on complex, high-value matters across multiple jurisdictions, while independently managing high-volume, hands-on responsibilities.

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Interactive Brokers Group
Interactive Brokers Group
4 months ago

Legal Business Operations - Sr Specialist - Estate Accounts

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Serve as the primary SME for deceased estate administration, ensuring accurate validation of estate documentation and appropriate handling of probate materials. Coordinate transfer or liquidation of securities and other financial instruments, including trades, margin positions, and corporate actions. Partner with legal counsel and compliance teams on complex, high-value matters across multiple jurisdictions, while independently managing high-volume, hands-on responsibilities.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Act 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.

Pay and Benefits

Salary: USD 70,000 - 90,000 annually
Equity and Bonus:Equity
Perks:Overtime PayHealth InsuranceDentalVision401kLearning BudgetMeal Allowance

Key Requirements

  • •Law degree, paralegal certification, or other relevant qualification with significant demonstrable relevant experience.
  • •Experience managing international estates and cross-border asset transfers.
  • •Knowledge of estate planning strategies and trust structures.
  • •Experience working in a global financial institution.
  • •Ability to handle tasks with minimal supervision and deliver quality at volume.
Experience:Financial servicesEstate administrationCross-border
Education:Professional (JD, MD, etc.)
Skills:Analytical skillsProblem-solvingCollaborationCommunicationOrganizational and time management
Certifications:Paralegal certification

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn