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Open nowPosted 96 days ago

Open Accounts Associate II-Estates (16 Month FTC)

ibgllc180 open roles

Where
Dublin, Ireland
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Your applicationOpen nowOpen Accounts Associate II-Estates (16 Month FTC)ibgllc · Dublin, Ireland

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  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 96 days ago

The posting

Key Responsibilities  Interactive Brokers is seeking an Estates processing analyst to join our team. This critical role requires a seasoned professional for the following tasks: 

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 

Degree or equivalent qualification/experience in Finance, Law or Engineering.  Experience with estates processing and/or cross-border asset transfers. Knowledge of estate planning strategies and trust structures preferable. Experience working in a global financial institution. French, German, Spanish or other European languages advantages.  

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. Above all you are an active hands on person able to deliver quality and volume. 

Qualifications And Experience 

Bachelor’s degree in law, business, finance, or accounting preferred or Certified Anti-Money Laundering Specialist (CAMS) or similar Compliance diploma or accreditation At least 2+ years’ experience in transaction monitoring for financial crimes, in particular with regard to domestic and international payment activities, preferably gained at a large broker or other financial institution with a European client base or an EU regulator Experience identifying red flags/typologies associated with financial crimes; experience using SQL (or similar) to query relevant activity is advantageous. Good knowledge of local regulations and European Directives in connection with documenting risk-based decisions and conclusions regarding potentially suspicious activity Proven analytical skills, with strong attention to detail and direct experience escalating high-risk issues to management Excellent oral and written communication skills Self-motivated with the ability to work in a small team as well as independently  

What We Offer

Hybrid working model (4 days in office). Office location - North Dock One, 91/92 North Wall Quay, Dublin, D01 H7V7 Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus. Global Employee Assistance Program Cycle to work scheme & Tax Saver commute scheme Free lunch for all employees working from the office

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