Job Type: Full-time (Contractual / Freelancing)
Location: Remote
Experience: 2+ Years
Required Skills: Securities operations, ai training, financial documentation, analytical skills, regulatory compliance
Join our team as a Brokerage Clerk Expert - AI Trainer and play a pivotal role in bridging your deep brokerage expertise and cutting-edge AI initiatives. Utilize your mastery in securities operations to train and develop AI tools, ensuring accuracy in brokerage workflows while enhancing efficiency and compliance. Make a significant impact by shaping the future of AI-driven securities management—all while working remotely.
Key Responsibilities:
- Guide AI training sessions focused on tasks related to the purchase, sale, or holding of securities, ensuring data-driven accuracy and relevance.
- Write, review, and refine detailed orders for stock purchases or sales, incorporating nuanced brokerage requirements.
- Compute transfer taxes, track stock price fluctuations, and calculate equity to support robust AI model development.
- Document security transactions—including purchases, sales, conversions, and redemptions—using both digital systems and standard accounting ledgers.
- Accept and deliver securities, distribute dividends, and maintain clear, precise records of daily transactions and holdings for AI datasets.
- Prepare transaction forms (receipts, withdrawal orders, transfer confirmations) to support diverse training scenarios and transaction simulations.
- Collaborate with customers and internal teams to resolve account issues, answer inquiries, and provide insights into evolving market conditions for AI enhancement.
Required Skills and Qualifications:
- Extensive experience as a brokerage clerk, account administrator, or similar role in securities operations.
- Advanced written and verbal communication skills, with a keen attention to detail and clarity.
- Proficient in documenting and recording security transactions using both computers and traditional office equipment.
- Strong analytical skills for tracking market fluctuations, computing taxes, and evaluating equity positions.
- Proven ability to prepare and process forms, transaction confirmations, and related documentation with high accuracy.
- Demonstrated organizational and clerical skills (e.g., filing, typing, handling mail, operating office machines).
- A passion for AI technologies and a commitment to improving digital processes in the brokerage environment.
Preferred Qualifications:
- Previous experience in AI training, financial technology, or related digital transformation projects.
- Familiarity with regulatory frameworks governing securities transactions and brokerage operations.
- Experience handling advanced account administration and client support in fast-paced environments.