Legal Business Operations - Sr Specialist - Estate Accounts

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. The company provides electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in more than 200 countries and territories. Hybrid Work 4 days in office / 1 day remote. 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. Preferred Qualifications Law degree, paralegal certification, or other relevant qualification. Experience with international estates and cross‑border asset transfers. Knowledge of estate planning strategies and trust structures. Experience working in a global financial institution. Skills & Attributes 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. Hands‑on and able to deliver quality and volume. Benefits & Perks Competitive salary, annual performance‑based bonus, and stock grant. Eligibility for overtime pay. Retirement plan 401(k) with competitive company match. Health, dental, and vision coverage; company‑paid medical healthcare premium. Wellness screenings, health coaches, counseling services through an Employee Assistance Programme (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. Compensation This role's anticipated base salary range is $70,000 to $90,000 annually, based on skills and experience. The offered salary is part of the total compensation package, which also includes discretionary cash bonus, stock award, and a wide range of benefits, including health care and tuition reimbursement. #J-18808-Ljbffr Interactive Brokers