Interactive Brokers
FinTech
Part-timeBilingualAccountApplicationProcessingAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Part-time Bilingual Account Application Processing Analyst at Interactive Brokers. Skills: Account application processing, Document verification, Bilingual skills. Translate documents. Process client applications”
Industry & Context.
Analytical skills; Problem-solving skills
Minimum 30 hours per week, Minimum 8 hours weekend
What They're Looking For.
Must Have
Bachelor's Degree, 2-3 years Financial Services experience, Proficient user of MS Office, Advanced Excel skills
Nice to Have
Multi-lingual candidates preferred, Relevant degrees for recent graduates
What You'll Do.
Process client applications
Review identity documents
Verify proof of address
Verify other applicant documents
Collaborate with cross-functional teams
Assist with account approval
Assist with account maintenance
Cross-reference multiple databases
Ensure AML compliance
Ensure KYC compliance
Follow regulatory requirements
Follow internal policies
Follow internal procedures
Correspond with clients
Correspond with sales representatives
Correspond with Client service representatives
How You'll Work.
Team & Collaboration
Cross-functional teams; Client service representatives
Communication Scope
Written communication; Spoken communication
Full Job Description
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 Part-time Fully Remote Position. About your team: Interactive Brokers seeks several motivated individuals to join our Application Support Group as a Document Processor to support the New Accounts team. This role will be part of a team building one of the world's strongest brokerage brands. A global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth. The successful candidate will be motivated, have strong initiative, and be analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application. Limited to the following eligible locations: Vancouver (British Columbia), Toronto (Ontario), and Montreal (Quebec). What will be your responsibilities within IBKR: Use Chinese language skills to translate documents in Traditional and Simplified Chinese. Daily processing of institutional and retail client applications. Reviewing and verifying proof of identity, proof of address,
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