Global Estates Processing Analyst for Securities & Assets

Interactive Brokers; Dublin; On-site; EUR 45,000 - 60,000; Full time

Job summary

Interactive Brokers in Dublin is seeking an Estates processing analyst to validate estate documentation and coordinate asset transfers in deceased accounts. The ideal candidate will have a Bachelor’s degree in finance or law, along with at least 2 years of experience in transaction monitoring for financial crimes.

This role demands superb analytical skills and the ability to communicate effectively with legal teams. Knowledge of estate planning and experience in a global financial environment is preferable.

Qualifications

• 2+ years' experience in transaction monitoring for financial crimes.
• Knowledge of estate planning strategies and trust structures.
• Experience in a global financial institution.

Responsibilities

• Review and validate estate documentation.
• Coordinate transfer or liquidation of financial instruments in deceased accounts.
• Liaise with legal counsel on complex estate matters.

Skills

Analytical skills

Problem-solving skills

Communication skills

Organizational skills

Education

Bachelor’s degree in law, business, finance or accounting

Tools

SQL

Job description

Interactive Brokers in Dublin is seeking an Estates processing analyst to validate estate documentation and coordinate asset transfers in deceased accounts. The ideal candidate will have a Bachelor’s degree in finance or law, along with at least 2 years of experience in transaction monitoring for financial crimes.

This role demands superb analytical skills and the ability to communicate effectively with legal teams. Knowledge of estate planning and experience in a global financial environment is preferable.