Financial Document Collection And Annotation Specialist

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role and the #1 platform for finding and building careers in AI training and data labeling. OpenTrain helps people discover opportunities to teach and improve AI, build their profiles, and apply in minutes.

• Create a free OpenTrain account to apply.
• Work remotely from anywhere worldwide.
• Join a fast-growing field shaping how modern AI systems are built.

About AI Training And Data Annotation

AI training is the human work behind reliable artificial intelligence. Contributors prepare, structure, review, and evaluate real-world examples so models can learn to understand documents and produce useful outputs.

In this project, your careful review of financial records and structured JSON will help benchmark model performance and identify improvements or regressions over time.

• Work directly with data used to evaluate AI systems.
• Apply financial-document knowledge to a practical model improvement project.
• Flexible project work can fit around other commitments.

The Role

OpenTrain AI is seeking an intermediate Financial Document Collection and Annotation Specialist with an interest in retail wealth management. You will create ground-truth dataset pairs by matching anonymized financial documents with corrected, structured JSON outputs.

The documents may include PDFs, spreadsheets, and images. OpenTrain will provide support while you gather approximately 10 varied financial documents and identify the relevant information required by the project schema.

• Project type: part-time contractor engagement.
• Time requirement: less than 20 hours per week.
• Languages: English and French.
• Location: worldwide.
• Payment: fixed price of $300.

What You’ll Do

You will collect suitable financial documents, extract the required client financial information, and accurately represent that information in the provided JSON schema or template. The work requires close attention to document details, data structure, and the distinction between confirmed information and ambiguity.

• Gather approximately 10 varied financial documents with project support.
• Work with PDF, XLS, and image-based documents.
• Extract assets, liabilities, account and holding details, balances, currencies, dates, and identifying attributes.
• Populate the provided JSON schema or template accurately.
• Validate JSON formatting and completeness.
• Flag ambiguities or missing information with the required tags or notes.
• Pair each anonymized document with its corrected JSON ground truth.

Requirements And Preferred Background

This is an intermediate-level role. A background in wealth management is a significant advantage because the work involves sourcing appropriate documents and understanding the financial information they contain.

You should be comfortable reviewing structured financial information, following a provided schema, and checking your work for completeness and accuracy. The project requires both document-sourcing judgment and careful annotation.

• Intermediate experience level.
• Strong understanding of retail wealth management is a major plus.
• Ability to source and identify appropriate financial documents.
• Ability to understand and extract financial information accurately.
• Careful attention to JSON formatting and completeness.
• English and French language ability.

Why This Project Matters

Structured, high-quality examples help AI systems perform more reliably on complex business documents. By creating accurate document-and-JSON correction pairs, you will contribute to a dataset used to measure financial-document model performance and track whether systems improve or regress.

• Help improve AI understanding of financial documents.
• Use your wealth management knowledge in an emerging technology field.
• Contribute to measurable benchmarks for model quality.

How The Engagement Works

This opportunity is structured as a fixed-price, part-time contractor project paying $300. The expected workload is less than 20 hours per week, and the work is available worldwide through OpenTrain AI.

OpenTrain provides support for the document-gathering process and supplies the JSON schema or template. Apply through OpenTrain to be considered for this project.

• Engagement: contractor and part-time.
• Payment model: fixed price.
• Total fixed payment: $300 USD.
• Workload: less than 20 hours per week.
• Application: create a free OpenTrain account and apply.