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Document Processing Contractor / New Accounts Analyst (6-months contract)

Kwun Tong, Hong Kong SAR

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. 

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Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors. We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites. This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites. This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application. The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes. 4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure.

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