Unclaimed Property Specialist

Company Overview

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.

This is a hybrid role (3 days in the office/2 days remote).

About Your Team:

Interactive Brokers LLC ("IBKR") is looking for a sharp, well-organized, dynamic and productive Unclaimed Property Specialist to join a growing operations team within the legal department dedicated to assessing and executing court orders, laws or regulations that require transfer of ownership or control of client assets. The role will report to the Chief Counsel – Business Operations. This is a challenging, hybrid position that will require interest and ability in legal analysis and unclaimed property law, client service, data management, compliance and IBKR's internal account surveillance and database systems.

The Specialist will be responsible for managing and executing all aspects of IBKR's compliance with unclaimed property laws in all 50 U.S. states, including tracking inactive accounts, overseeing efficient and effective efforts to contact clients whose assets are at risk of being deemed unclaimed (including making calls to track down high-value clients we cannot reach), overseeing escheatment (turnover) of funds to the states, state reporting, ensuring compliance with applicable, and audit defense.

 Which skills are required:

• Bachelor's degree.
• 2-5 years of experience in a Legal, Accounting, Compliance, Client Service or Audit role.
• Prior experience with unclaimed property laws or the escheatment process is a plus; a genuine interest in becoming an expert in the field is required.
• Highly organized with strong attention to detail and follow-through.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• High level of initiative and integrity.
• Strong ability to manage multiple projects with competing deadlines.
• Willingness and desire to learn and to improve existing processes.

 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 & Perks