Senior Estates Specialist (SME)

📋 Description

• • Senior Estates Specialist (SME) role focused on deceased estate administration, serving as the primary expert resource for managing complex processes related to deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions.
• • Day-to-day responsibilities include reviewing and validating estate documentation (death certificates, letters of testamentary, probate documents, executor authorizations), coordinating transfer or liquidation of securities, options, futures, and other financial instruments in deceased accounts, ensuring proper handling of outstanding trades, margin positions, and corporate actions, and liaising with legal counsel and compliance teams on complex or high-value estate matters.
• • Interactive Brokers LLC is a global financial services leader headquartered in Greenwich, CT, with offices in over 15 countries, recognized by Barron’s as the #1 online broker for six consecutive years, known for cutting-edge technology, competitive pricing, and serving clients in over 200 countries and territories.
• • The role offers deep expertise development in international estates, cross-border asset transfers, estate planning strategies, trust structures, and regulatory compliance within a major financial institution, providing opportunities to lead and influence estate administration processes at scale.