Bilingual Account Application Processing Analyst
I
Interactive BrokersFinancial Services
Limited to the following eligible locations: Vancouver (British Columbia), Toronto (Ontario), and Montreal (Quebec).Part-TimeEntry
Salary20.00 CAD to 24.00 CAD hourly
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Job Details
- Languages
- Chinese (Traditional and Simplified)
- Experience
- 2-3 years in Financial Services preferred
- Required Skills
- Analytical SkillsMicrosoft ExcelTime ManagementMultitasking
Requirements
- Bachelor's Degree
- Professional proficiency in written and spoken Chinese
- 2-3 years of experience in Financial Services preferred
- Advanced Microsoft Excel skills
- Ability to prioritize effectively and multitask
- Self-organized team player with an excellent eye for detail
- Minimum of 30 hours of availability per week
- Minimum 8 hours of availability over the weekend
Responsibilities
- Translate documents in Traditional and Simplified Chinese.
- Perform daily processing of institutional and retail client applications.
- Review and verify proof of identity, proof of address, and other collected documents.
- Collaborate with cross-functional teams to assist with account approval and maintenance.
- Cross-reference databases to ensure regulatory AML and KYC compliance.
- Follow internal policies and regulatory requirements.
- Correspond with clients, sales representatives, and Client service representatives.
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