← Live feed

AI Agent Developer for Financial Business Automation | OpenAI API & RAG

Budget: $40.0 - $60.0 HOURLY / PART_TIME ⭐ 5.00 (87) ESP

artificial-intelligence, python, automation

Preferred qualifications

  • Experience: Expert
We are a small financial services business looking for an AI Agent Developer to build an intelligent AI agent that can automate part of our daily client and back-office workflow. The AI agent should be able to receive client requests, analyze financial documents and uploaded files, extract important information, answer questions based on our internal knowledge base, and prepare summaries or suggested next actions for our team. We would also like the AI automation to help with lead qualification, follow-up emails, CRM updates, and repetitive administrative tasks. The project may include: - AI agent development and AI workflow automation - OpenAI API / GPT integration - RAG and vector database integration for internal documents - Document parsing, data extraction, and summarization - Tool calling / function calling - CRM and third-party API integrations - Automated email and follow-up workflows - Agent memory and context management - Prompt engineering and AI agent orchestration - Backend/API development for the AI system Experience with OpenAI, ChatGPT API, AI agents, Agentic AI, AI automation, RAG, LLM applications, LangChain, LangGraph, Python, APIs, webhooks, vector databases, and workflow automation would be a strong advantage. We are looking for someone who can recommend the right architecture and build a reliable, practical AI solution rather than just a simple chatbot.
Open job

AI proposal draft

Generate a short cover letter to copy into the offer. Says you are interested and ready to work.

Sign in to generate an AI proposal draft.

Log in