Part-time Bilingual Account Application Processing Analyst: Chinese/English

Interactive Brokers Group
Vancouver, Toronto, Montreal
Workplace: RemotePart timeCAD 20 - 24 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 2-3 yearsEducation: bachelorsSkills: ["Analytical","Methodical","Problem-solving","Collaboration","Organizational","Time management"]

Process institutional and retail account applications for new accounts by translating documents in Traditional and Simplified Chinese, verifying proof of identity and proof of address, and following AML/KYC regulatory requirements. Work with cross-functional teams to support account approval and maintenance, cross-reference multiple databases, and correspond with clients and internal representatives. Part-time, fully remote with 30–40 hours per week availability and weekend coverage.

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FursaFursa
Interactive Brokers Group
Interactive Brokers Group
2 months ago

Part-time Bilingual Account Application Processing Analyst: Chinese/English

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Process institutional and retail account applications for new accounts by translating documents in Traditional and Simplified Chinese, verifying proof of identity and proof of address, and following AML/KYC regulatory requirements. Work with cross-functional teams to support account approval and maintenance, cross-reference multiple databases, and correspond with clients and internal representatives. Part-time, fully remote with 30–40 hours per week availability and weekend coverage.
Location: Vancouver, Toronto, Montreal
Workplace: Remote
Employment Type: Part time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Translate account documents using Chinese (Traditional and Simplified) language skills.
  • •Process institutional and retail client applications daily.
  • •Review and verify proof of identity and proof of address documents for new applicants.
  • •Cross-reference multiple databases and ensure AML/KYC regulatory completion before opening accounts.
  • •Correspond with clients and internal stakeholders to support account approval and maintenance.

Pay and Benefits

Salary: CAD 20 - 24 hourly
Perks:Health InsuranceDentalDisability InsuranceLife InsuranceRsp MatchingEquity

Key Requirements

  • •Bachelor's degree.
  • •Excellent written and spoken English and Chinese.
  • •2-3 years of financial services experience preferred; recent graduates with relevant degrees may be considered.
  • •Advanced MS Office skills, including Excel.
  • •Strong ability to prioritize, multitask, and pay close attention to detail.
Experience:2-3 yearsFinancial services
Education:Bachelor's
Skills:AnalyticalMethodicalProblem-solvingCollaborationOrganizationalTime management
Languages:EnglishChinese
Tech Stack:MS OfficeExcelAMLKYC

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn