Bilingual Account Application Processing Analyst
I
Interactive BrokersFinancial Services
Vancouver, BC, CanadaPart-TimeMiddle
Salary20.00 CAD to 24.00 CAD hourly
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Job Details
- Languages
- English, Chinese
- Experience
- 2-3 years
- Required Skills
- Analytical SkillsMicrosoft ExcelMS Office
Requirements
- Bachelor's Degree
- Excellent command of written and spoken English & Chinese languages
- 2-3 years in Financial Services preferred; recent graduates considered
- Proficient user of MS Office applications, including advanced Excel skills
- Ability to prioritize effectively and multitask
- Self-organized team player with an excellent eye for detail
- Self-motivated and able to handle tasks with minimal supervision
- Superb analytical and problem-solving skills
- Excellent collaboration and communication skills
Responsibilities
- 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, and other documents collected from new account applicants.
- Collaborate with other cross-functional teams to assist with account approval and maintenance.
- Cross-reference multiple databases and ensure that regulatory aspects of AML and KYC are completed before opening an account
- Follow various regulatory requirements and internal policies and procedures.
- Correspond with clients, sales representatives and Client service representatives.
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