New Accounts - Temp

Interactive Brokers Group; Mumbai; On-site; INR 400,000 - 560,000; Full time

Job summary

Interactive Brokers Group is a global financial services company seeking several motivated individuals to join our New Accounts team as Document Processors. The successful candidate will be analytical and methodical, handling document validation and regulatory checks for account openings.

You will work with a team to review client documents, perform follow-ups, and ensure compliance with regulatory checks. This role offers opportunities to contribute to a leading brokerage brand.

Qualifications

• Candidates should demonstrate strong interpersonal and written communication skills.
• Proficiency with Microsoft Word, Excel and Outlook is preferred.

Responsibilities

• Validation and screening of documents received from clients for account openings under the UK or US entity.
• Follow-up with clients regarding any pending documents.
• Reviewing regulatory checks such as OFAC and World-Check.

Skills

Interpersonal communication

Written communication

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

About the Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

Interactive Brokers seeks several motivated individuals to join our New Accounts team as Document Processors. The successful candidate will be motivated, have strong initiative, and be analytical and methodical. We offer you a position that will both challenge and reward you. The selected candidate will be part of an exciting team that is helping shape one of the world’s strongest brokerage brands. We look forward to reviewing your online application.

Responsibilities

• Validation and screening of documents received from clients for account openings under the UK or US entity
• Follow-up with clients regarding any pending documents
• Reviewing regulatory checks such as OFAC and World-Check

Skills

• Strong interpersonal and written communication skills
• Working knowledge of software such as Microsoft Word, Excel, and Outlook