New Accounts Application Processing Analyst
About The Position
Interactive Brokers seeks several motivated individuals to join our Application Support Group as an Account Processing Analyst to support the New Accounts team. This role will be part of a team building one of the world's strongest brokerage brands. A global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth. The successful candidate will be motivated, have strong initiative, and be analytical and methodical in their approach. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application. This is a hybrid role (3 days in the office/2 days remote).
Requirements
- Bachelor's Degree
- Registrations: FINRA Series 7, 6, 63. IBKR will sponsor a FINRA license if job-related
- Excellent communication skills
- Proficient user of MS Office applications, including advanced Excel skills
- Ability to prioritize effectively and multitask
- Self-organized team player with an excellent eye for detail
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
Responsibilities
- Daily processing of institutional and retail client applications
- Review documentation related to a new account
- Collaborate with other cross-functional teams to assist with account approval and maintenance.
- Cross-reference multiple databases and ensure that regulatory aspects of AML and KYC are completed before opening an account
- Follow various regulatory requirements and internal policies and procedures.
- Correspond with clients, sales representatives and Client service representatives.
Benefits
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with a competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
- Paid time off and a generous parental leave policy
- Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities
- Modern offices with multi-monitor setups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
