Estate Processing Specialist

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.

This is a hybrid role (3 days in the office / 2 days remote).

About Your Team:

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.

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. 

 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.

 To be successful in this position, you will have the following:

• 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.

Company Benefits & Perks

• 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 benefits, and a 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 provided, 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