Document Processing Contractor
Interactive Brokers
Job Summary
Interactive Brokers Hong Kong Limited is looking for a hardworking, detail-oriented professional who is a quick learner and a problem solver to join their team. The role involves validating and screening documents from clients for opening accounts, following up with clients regarding pending documents, providing registered mail delivery support, assisting with the account opening process, and offering general administrative support. The ideal candidate should work well in a team, have strong written skills, and be able to handle multiple tasks simultaneously. The role demands fluency in English.
Must Have
- Validate and screen client documents for account openings
- Follow-up with clients regarding pending documents
- Work effectively as part of a team
- Fluency in English
Good to Have
- Additional foreign languages
- Good understanding of Chinese pinyin
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.
Job Description & Responsibilities
Interactive Brokers Hong Kong Limited seeks a hardworking, detail-oriented professional who is a quick learner, careful and a problem solver. The ideal person will be able to work well in a team environment. This position requires excellent coordination and strong written skills. The New Accounts Documentation & KYC Specialist's key responsibilities include but are not limited to:
- Validate and screen documents received from clients for opening accounts
- Follow-up with clients in case of any pending documents
- Registered mail delivery support
- Assist with the account opening processing
- General administrative support
Qualification & Skills
- Able to perform accurate work in a fast-paced working environment
- Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously
- Fluency in English. Additional foreign languages are a plus.
- Detail-oriented, hardworking, and a good problem solver.
- Proficiency in basic PC applications
- Good understanding of Chinese pinyin is a plus