Senior Estates Specialist (SME)

Senior Subject Matter Expert in deceased estate administration to serve as the primary expert resource across the organization. Responsibilities include reviewing death certificates, letters of testamentary, probate documents, and executor authorizations; coordinating transfer or liquidation of securities, options, futures, and other instruments in deceased accounts; ensuring proper handling of outstanding trades, margin positions, and corporate actions; liaising with legal counsel and compliance on complex estate matters. Preferred qualifications include international estates experience and knowledge of estate planning strategies and trust structures. The role requires self-motivation, superb analytical and problem-solving skills, strong collaboration and communication, and excellent organizational abilities. The position is a hybrid role (4 days in office / 1 day remote) based in Chicago, IL, USA, with a base salary range of $70,000 to $90,000 annually.