New Account Document Processor

Interactive Brokers seeks several motivated individuals to join our New Accounts team as Document Processor

Successful candidates are analytical, methodical and have strong initiative

We offer you a position that will both challenge and reward you

In addition, you will join an exciting team that is helping shape one of the world's strongest brokerage brands

We look forward to reviewing your online application

Key Responsibilities

Validate and screen documents received from clients who are opening accounts under the UK and US entities

Follow-up with clients regarding any pending documents

Reviewing regulatory checks such as OFAC and World Checks

Co-ordinate with Compliance to get the documents/accounts approved

Qualifications

Education: Bachelor's degree / Post Graduate degree

Experience: Two-plus years related to account opening and Global KYC documentation of individual and corporate clients

Skills

Strong interpersonal and written communication skills

Working knowledge of software such as Microsoft Word, Excel and Outlook

Knowledge of foreign languages will be preferred

Company Benefits & Perks

Competitive salary package

Performance-based annual bonus (cash and stocks)

Hybrid working model (3 days office/week)

Group Medical & Life Insurance

Modern offices with free amenities & fully stocked cafeterias

Monthly food card & company-paid snacks

Hardship/shift allowance with company-provided pickup & drop facility*

Attractive employee referral bonus

Frequent company-sponsored team-building events and outings

Depending upon the shift

The benefits package is subject to change at the management's discretion

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