Estate Administration Associate

2 weeks ago

Chicago, Illinois, United States Interactive Brokers Full time
Position Overview

About Interactive Brokers

This role offers a hybrid work arrangement (three days in the office/two days remote).

Interactive Brokers Group has a long-standing reputation for pioneering advancements in trading technology, beginning with the introduction of the first handheld computer for floor trading in 1983. We consider ourselves primarily a technology-driven organization, constantly challenging conventional practices. Our commitment to innovation allows us to provide clients with an exceptional trading platform that features advanced functionalities at competitive prices. Our software development capabilities are integral to our success, as evidenced by our highly regarded brokerage platform. Interactive Brokers is frequently acknowledged as a leader in the financial services sector.

About Your Team:

Our International Brokerage Firm is looking to expand its Estate Administration Group by adding a new team member. A general understanding of Microsoft Office, email communication, and an administrative office setting is essential. No prior knowledge of estate processes is necessary; comprehensive training will be provided. The ideal candidate will collaborate with two other team members, handling documentation, engaging with clients, and performing routine administrative duties. A proactive self-starter with strong communication skills will thrive in this role.

Key Responsibilities:

The new member of the Estates Administration team will concentrate on administrative tasks and client service related to the distribution of assets from deceased clients' accounts. Primary responsibilities include utilizing various Interactive Brokers systems to guide executors and beneficiaries on necessary documentation, processing received forms and documents, submitting transfer requests, and addressing both internal and external inquiries.

Required Skills:

  • Bachelor's degree in Finance, Economics, or Mathematics
  • Strong analytical and problem-solving abilities
  • Exceptional attention to detail
  • Excellent organizational skills
  • Capability to manage a demanding workload while meeting deadlines
  • Proficient computer skills, particularly in Microsoft Excel and Word, with the ability to present data clearly and effectively.

To excel in this position, you will possess:

  • Self-motivation and the ability to work independently.
  • Outstanding analytical and problem-solving capabilities.
  • Excellent collaboration and communication skills (both verbal and written)
  • Exceptional organizational and time management abilities.

Company Benefits & Perks:
  • Competitive salary, annual performance-based bonus, and stock options
  • 401(k) retirement plan with a competitive company match
  • Comprehensive health and wellness benefits, including medical, dental, and vision coverage, along with a company-paid healthcare premium
  • Wellness screenings, health coaching, and counseling services through an Employee Assistance Program (EAP)
  • Generous paid time off and parental leave policy
  • Daily lunch allowance and a fully stocked kitchen with healthy snacks
  • Corporate events, including team outings, dinners, volunteer opportunities, and sports teams
  • Education reimbursement and professional development opportunities
  • Modern office environment with multi-monitor setups

Company Overview:

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services firm headquartered in Greenwich, CT, USA, with a presence in over 15 countries. For more than four decades, we have been at the forefront of financial innovation, recognized for our advanced technology and commitment to client service.

Our affiliates provide global electronic brokerage services around the clock for stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We cater to individual investors and institutions, including financial advisors, hedge funds, and introducing brokers. Our cutting-edge technology, competitive pricing, and global market access empower our clients to maximize their investment potential.

Barron's has named Interactive Brokers the #1 online broker for six consecutive years. Join our dynamic, multinational team and contribute to a company that simplifies and enhances financial opportunities through state-of-the-art technology.

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