Financial Document Collection and Annotation Specialist (Collection + Anonymization + JSON Ground Truth)

About OpenTrain

OpenTrain is a centralized job board for AI-training and data-labeling roles, aggregating projects from many companies and platforms so contributors can find work in one place. Creating an OpenTrain account is free and applying takes only a few minutes.

This posting is for a contract opportunity listed through OpenTrain AI. You will work as an independent contractor on a short-term, part-time assignment supporting dataset creation used to evaluate and benchmark models.

About AI Training Work

AI-training (data labeling/annotation) is the human process that helps models learn: people prepare, correct, and evaluate examples so models become accurate and safe.

This role focuses on document annotation for financial models — a common type of human-in-the-loop work that improves extraction accuracy and helps teams detect regressions over time.

The Role

You will produce a ground-truth dataset by pairing anonymized financial documents with corrected, structured JSON outputs. Each pair will be used to benchmark model performance.

The assignment is contractor, part-time work (less than 20 hours/week) and is open worldwide. Work is performed using the project's internal proprietary tooling.

• Employment type: Contractor, Part-time.
• Work platform: Internal proprietary tooling provided by the project.
• Data type: Documents (PDF, XLS, image).
• Label type: Evaluation/Rating tasks and structured JSON creation.

What You'll Do

Follow a defined workflow to collect, anonymize, extract, and encode client financial information into a provided JSON schema. You will flag uncertainties and ensure JSON validity for each item.

The final deliverable is a set of document + JSON “correction” pairs that the team will use to measure model improvements and detect regressions over time.

• Gather approximately 10 varied financial documents (support will be provided).
• Extract client financial details: assets, liabilities, account/holding details, balances, currencies, dates, and identifying attributes.
• Populate the provided JSON schema/template accurately for each document.
• Validate JSON formatting and completeness before submission.
• Flag ambiguous or missing information with tags/notes as instructed.

Requirements

This is an intermediate-level assignment. You must follow the supplied schema and instructions precisely, produce complete JSON outputs, and clearly mark ambiguities.

Applicants should be comfortable reviewing financial documents (PDF/XLS/images) and translating table or free-text information into structured fields.

• Experience level: Intermediate.
• Subject matter: Retail Wealth Management; direct wealth-management experience is a big plus and will help you source and interpret documents.
• Hours: Less than 20 hours/week (part-time).
• Worldwide applicants welcome; you must be able to work independently and meet quality standards.

How It Works

You will be given access to internal tooling, the JSON schema/template, and support for sourcing documents. Follow the provided guidelines to anonymize documents and populate the schema.

Submit each document together with its validated JSON file and any notes/tags indicating ambiguity or missing fields. The project team will review submissions for completeness and quality.

• Tooling: Use the project’s internal proprietary tooling for annotation and submission.
• Support: Document-sourcing support is available to help you gather the ~10 required files.
• Quality checks: Ensure JSON is valid and complete; flag issues per instructions.

Compensation & How to Apply

This engagement is paid as a fixed price of USD 300 for the assignment as described. Exact payment timing and invoicing instructions will be provided after selection.

To apply, create an OpenTrain account, submit your profile, and indicate relevant wealth-management experience and your availability under 20 hours/week.

• Payment: Fixed price of $300 USD for the completed assignment.
• Apply via OpenTrain: account creation and application take only a few minutes.
• Be prepared to show examples of relevant document handling or describe prior wealth-management work if available.