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AI & Automation Specialist (Bilingual in Chinese)

AI & Automation Specialist (Bilingual in Chinese)

TransGlobalDiamond Bar, CA, US
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Job Description

Job Description

GENERAL FUNCTION / SUMMARY

We're looking for a tech-savvy and solution-oriented AI & Automation Specialist to join our growing team. This role is ideal for someone who thrives at the intersection of AI, automation, and operations-using tools like ChatGPT, Zapier, Make (Integromat), Power Automate, n8n or DataStax to solve real-world problems without heavy coding.

You'll design, test, and optimize AI-powered workflows that boost productivity, streamline processes, and improve decision-making across teams.

MAJOR DUTIES AND RESPONSIBILITIES

  • Design and implement automated workflows using NoCode or low-code platforms like Zapier, Make.com, Power Automate, n8n or DataStax.
  • Create and refine prompt templates for various AI models (e.g., ChatGPT, Claude, Gemini) to generate high-quality outputs.
  • Collaborate with cross functional teams to identify pain points and opportunities for AI-driven solutions.
  • Maintain, monitor, and troubleshoot existing workflows to ensure accuracy, reliability, and performance.
  • Stay updated with the latest in large language models (LLMs) capabilities and prompt engineering best practices.
  • Evaluate and test new AI tools, APIs, and automation platforms.
  • Document workflows and provide training or guidance for team members using automation
  • Perform other tasks as assigned.

BASIC QUALIFICATIONS

  • Bachelor's degree in Data Analytics, Information Systems, Business, Computer Science, or a related field (or equivalent practical experience)
  • 1+ years of experience in a technical, operations, or automation-focused role
  • Hands-on experience with NoCode automation tools like Zapier, Make (Integromat), Power Automate, n8n or DataStax
  • Familiarity with prompt engineering and how to structure effective prompts for AI models (e.g., ChatGPT, Claude, Gemini)
  • Understanding of APIs, webhooks, and working with structured data formats like JSON
  • Strong problem-solving and analytical skills with a proactive mindset
  • Excellent written and verbal communication skills; comfortable working across teams

    • Preferred Qualifications

  • Experience working with LLM APIs (e.g., OpenAI, Anthropic, Cohere) or frameworks like LangChain
  • Basic knowledge of scripting languages (e.g., Python or JavaScript)
  • Exposure to data tools (e.g., Tableau, Power BI)
  • Background in process improvement, business operations, or digital transformation

    • WHO WE ARE

    With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

    WHY JOIN US

  • Industry Leader : Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
  • Multilingual & Multicultural : Work in a dynamic, diverse environment that understands and serves multicultural communities.
  • Career Growth : Access to cross-functional training, licensing support, and professional development opportunities.
  • Collaborative Culture : Be part of a supportive team that values innovation, initiative, and shared success.
  • Impactful Work : Help individuals and families achieve financial security and generational wealth.

    • WHAT WE OFFER

  • Competitive salary and benefits package.
  • Opportunity to work in a collaborative and innovative environment.
  • Professional development and growth opportunities.
  • H-1B sponsorship available.
  • Pay starts at $60K ~ $80K / year based on experience.
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    Specialist Bilingual • Diamond Bar, CA, US