
Financial Services Specialist – AI Trainer
Required Skills
Financial services knowledge
Written communication
compliance awareness
Accuracy
Job Description
Job Title: Financial Services Specialist – AI Trainer
Job Type: Contract (Part-time or Full-time)
Location: Remote
Job Summary:
Join our customer’s team as a Financial Services Specialist – AI Trainer and play a pivotal role in shaping the future of AI-assisted financial operations. You’ll leverage your sector expertise to ensure AI-generated content is both accurate and compliant, helping refine cutting-edge technology used across banking, investment, and accounting domains.
Key Responsibilities:
- Source and curate credible financial documents, including reports, compliance guidelines, and customer communications.
- Design and author realistic financial scenarios and queries to simulate industry workflows.
- Assess and evaluate AI outputs for accuracy, adherence to regulatory standards, and professional language.
- Deliver actionable feedback to enhance AI training materials, ensuring continuous improvement in quality and compliance.
- Collaborate with AI development teams to identify content gaps and optimize training datasets.
- Maintain meticulous records of evaluations and contribute to best practices for AI content review.
- Ensure all data handling and content review processes align with financial industry compliance requirements.
Required Skills and Qualifications:
- Minimum 3 years’ experience in banking, investment, accounting, or financial advisory roles.
- Exceptional written and verbal English communication skills, demonstrating a keen eye for clarity and professionalism.
- Deep understanding of financial industry processes, documentation standards, and regulatory frameworks.
- High attention to detail with a proven track record of accuracy in reviewing and verifying information.
- Strong compliance awareness, especially regarding documentation and communication in financial services.
- Ability to adapt complex financial concepts for AI understanding and training purposes.
Preferred Qualifications:
- Previous experience in AI training, content evaluation, or data annotation roles.
- Familiarity with machine learning concepts, especially in the context of natural language processing for financial services.
- Experience working in a fully remote, collaborative environment.