Estate Processing Specialist

vor 2 Wochen

Zug, Schweiz Interactive Brokers Group, Inc. Vollzeit

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.

Job Description & Responsibilities

The Estate Processing Analyst is responsible for processing estate cases, communicating with clients, and reviewing and preparing estate documents.

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.

About Your Team

Interactive Brokers seeks to add a team member to its European Estate Administration Group. General familiarity with Microsoft Office, Email, and 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.

Qualification & Skills
  • English speaking - any additional European languages are a plus.
  • At least a few years experience, preferably in a client-facing capacity
  • Strong problem-solving and demonstrated analytical skills
  • Excellent attention to detail
  • Strong organizational skills
  • 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

  • Salary commensurate with experience
  • Performance-based cash bonus and stock grant
  • Daily company-paid lunch. Fruit and snack options throughout the day
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